I have a dataset which contains different types of transactions, hours (resource/people), expenses, fees. There is already some grouping existing on project (projid), then trans type, then category. What I want to do is when the transtype is hours, group by resource, otherwise don't add any additional grouping. I tried adding this at the detail level group expression =IIf(Fields!TransTableId.Value = 4559, Fields!Resource.Value, nothing) however seems to be applying across the whole dataset. How do you add conditional grouping for just the rows you require? The group expression functionality is not behaving how I would expect...
What I ended up doing was adding a new group adjacent above within the tablix, setting filter to only include the data that I wanted, setup another filter on existing dataset to exclude data that's in the new group. This resolved my issue.
Related
I have an SSRS report that is currently pulling a single dataset. This dataset contains records of inventory we have. Each record is a separate asset.
I want my report to group by a certain field, and then subgroup by certain criteria that are determined with a couple different fields. Basically there is one parent group, and three adjacent subgroups. My grouping functionality is working correctly, however I am finding it difficult to add totals to each of the adjacent subgroups. When I add a total, it is totaling the specific field within the scope of the entire dataset, instead of limiting the total to just that subgroup.
How can I add totals per field within subgroup?
EDIT: Added sample data and explanation:
You can ignore the function code field, that is what I am using to group on the parent group.
asset number,description,first year,acquisition cost,function code
190,random asset,2008,5000,100
193,random asset45,2008,56000,100
197,random asset26,2014,3000,100
191,random asset27,2014,7000,100
192,random asset36,2013,15000,100
I can't seem to attach screenshots, so here goes..
In the report you can see three subgroups; Assets, AssetAdditions, AssetDeletions. In the tablix, you can see where these groups are positioned. You can also see a row directly beneath the group that is supposed to total the subgroup at the end. However, for some reason the scope is only taking into account the entire dataset. I have tried to modify the expression in the Sum function [Sum(acq_cost), "Assets"], adding in the scope parameter but then it does not allow me to even run the report. It yells at me saying that "Assets" is an invalid scope.
The easiest way I have done this in 2012 VS is to have it return as part of the data set and have it sum up the value.
For instance if you have a quantity for inventory, and you have a subset where you only want the total quantity for that set, you add another column to your dataset called TotalSetQuantity and the subtotal field will have the expression =SUM(Fields!TotalSetQuantity.Value) rather than =SUM(Fields!Quantity.Value).
You can try iif statements within your report like =sum(iif(Fields!ColA.Value=1,Fields!Quantity.Value,0) but I had some troubles getting that to work.
Hope that helps, I ran into this issue this past week and the first option worked like a charm for me.
I am using SSRS 2008. I have 3 different groups above my report details that are calculated sums. I am trying to color the limit red if any of the invoice sums(A) in a child group is above the limit(B).
I am currently using this expression, but it is only looking at the first or last invoice amount. The limit report item is in a parent group just above the invoice's group.
=IIF(ReportItems!Invoice_DueDate.Value>ReportItems!Limit.Value,"Red","Black")
My Solution: I decided to use SQL to get the sum of the invoice amount grouped by due date. I then called that field in the parent group.
If I understand your question correctly, then I think you can use
=IIF(MAX(ReportItems!Invoice_DueDate.Value) > ReportItems!Limit.Value,"Red","Black")
You need some sort of aggregate function, such as MAX() to tell SSRS what the scope and operation of what should be done. (For example if you wanted to make sure the total didn't exceed the limit, you would use SUM(...)
You can reference parent groups from a child group using aggregate expressions specifying the parent group Scope.
For example, say we have some simple data:
And a simple table based on this, with a group based on grp.
Here the BackgroundColor property for the value textbox in the detail row is set as:
=IIf(Fields!value.Value > Min(Fields!limit.Value, "Group1")
, "Red"
, Nothing)
This checks all rows in the parent group of the current row, not just the current row. This works as expected:
Without knowing your data it's impossible to say if this will work in your case, but hopefully it gives you something to consider.
Edit after comments
OK, based on further comments it seems like you need aggregate on aggregate functionality.
This is available via SSRS expressions in 2008R2 and above only, so this won't help in your case.
For older versions, your best option might be to add an extra field to your Dataset that supplies the maximum Invoice value for each group, and then you can use this value without issues in the parent group.
There are some workarounds around that suggest using custom code to do this, such as this post, but I've never used this suggested solution and would only even consider it if you don't have any control over the report Dataset.
I have a report in Reporting Services and there is a group that is based around a field value. I want the group to repeat itself on the report as many times as there are rows with that field. The problem is that using Field!field.Value seems to only pull distinct values. Since my dataset has rows that have duplicate values, they are not all showing.
When I declare my parent group, is there a way to tell it to group on every row in the parent group, not just the distinct rows?
Alternatively, is there a list of other options I can use other than just .Value on my field?
What about using the RowNumber function (not adding it into the dataset) as an expression to group on?
I don't have a report in front of me right now, but I think that might work.
Is there a second field that you can use a "dummy" (aka tie breaker, key etc), to include in the grouping to make it unique?
This is how I'd do it.
Edit: after comment.
Can you add a calculated field to the dataset, such as Rownumber to act as one?
Edit 2: I mean in SSRS itself: "Calculated field"
I've created a table with a group filter so some values stay hidden.
However, the row that shows the sum() of the above values, still counts the filtered values.
Usually I would apply the filter to the query, but I'm also using this same dataset in other tables on the same report so that's not an option.
Am I missing something here, or is this a flaw in MS Reporting Services?
This appears to be a "feature" of SSRS, apparently because it calculates values in table headers and footers before rendering the detail section of a data table.
One way around this would be to add a derived Boolean column to your dataset (assuming your data source is SQL Server, using a CASE statement or similar) showing whether the row should be excluded from the table where the filter is required.
You can then change your table filter to check the indicator, and use a expression to carry out a conditional sum to aggregate the correct total. Something like
=SUM(Iif(Fields!ExcludeRow.Value = True,0,Fields!ValueToSum.Value))
It's more of a question than answer...
How to resolve this issue if you know whether the row is hidden or not ONLY at the Row Group level?
i.e. if you're filtering on the totals by this Row Group, i.e. you cannot have a field indicating if Row is excluded or not in a dataset.
ex: I have AR Aging report which has totals per months, patients. I need to filter out negative totals per patients (Patient row group), but I have column groups as well - per month, so my dataset cannot be per-patient granularity and therefore, the only place SSRS can decide whether to hide or show the row is on the Row Group level...
I had the same issue but I had too many column totals where to enter the Iif().
I resolved it by removing the filter from the group and putting the filter into the Tablix Properties dialog box (Select Tablix, Right-click the top left corner grey box and choose Tablixc Properties).
I am creating a line chart from an Analysis Services cube, with a date category, a count data field, and a status series. Here's a screenshot to explain:
picasaweb.google.com/lh/photo/fP16V4sB18O1xSTrdDV-_A?authkey=Gv1sRgCLHRmcjwtI2mzAE
I want to add the blue total line, which sums all the statuses together.
I don't want to add a "Total" member to the Status dimension, because that wouldn't make sense. I've tried adding another data field and scoping it to sum everything, but I can't figure out how to make the series field only apply to a single data field—so this ends up duplicating all the statuses and getting 8 lines instead of 5.
This should be possible... I don't want to resort to writing SQL against the underlying database.
Alright so I figured out a reasonable solution in MDX. I think it would be better solved in SSRS, but I haven't figured that out yet.
The trick is to add the [Total] member to the result set, instead of adding it to the actual Dimension. Simplified MDX is here:
WITH
MEMBER [Execution Status].[Execution Status].[Total] AS
AGGREGATE([Execution Status].[Execution Status].[Pass].Siblings)
SELECT
{[Measures].[Count]} ON COLUMNS,
{[Execution Status].[Execution Status].Children,
[Execution Status].[Execution Status].[Total] } ON ROWS
FROM [CUBE]
This defines an additional member for Total which aggregates all the Statuses. Then all the Status members as well as the Total are returned. SSRS doesn't care--it still groups by the new set.
I did have some issues with getting the Aggregation to work, which is why I'm using [Pass].Siblings. [Execution Status].Children always returned (null), and [Execution Status].[All] returned 2x the correct answer, presumably because of the [All] member. I could manually enumerate all the statuses as well. Still not sure what the issue there is...