I have a matrix, as in the picture below, which I have set to sort by the Total invoiced. Field is being returned from the Db as a number, I just formatted it as currency in the field (sorry it is a bit ugly with the names removed, but its live data). However as in the picture below , it is not sorting on the total invoiced. I have set it to sort by TotalInvoiced in both the row group properties and the Tablix properties, with no luck. Anyone know how to resolve this issue?
Sorting added on the administrator group for the Total invoiced column. Visit year sorted on itself, VistiMonth sorted on itself (month in numbers) to show progression.
Remove all the sorting that is based on TotalInvoiced, just so you have a clean starting point.
Now check that your VisitYear and VisitMonth are sorted as required.
Finally, set the first sort expression in the AdministratorName RowGroup to
=SUM(Fields!TotalInvoiced.Value)
Set the Sort direction as required.
That should give you what you want, AdministratorName will be sorted by the sum of the TotalInvoiced field for that AdministratorName.
Related
First post in stackoverflow - so forgive me if I don't get this right. I have an SSRS report with a matrix which groups Quantity, Total Spend and Average Cost by part number for each year. Part Number and description down the left and the the years along the top. I want to add a delta column in each year after the first year which shows the change in price from the previous year. I have seen examples of how to get the difference between first and last year - but not the difference between each year and the previous one. I have hidden the delta column for the first year - no would love some guidance on how to calculate the difference in cost.
So from the image below the first row in the delta column under FY2019 would show -€0.01 as price has reduced from 0.59 to 0.58.
You haven't explained how if Avg. Cost is calculated in your report but I'm assumming it's just something like =SUM(Fields!Spend.Value) / SUM(Fields!Qty.Value)
You've not shown your report design so I can't tell what your row/column groups are called but I'll assume you have rowgroup by Part and one by Year. Let's assume your column group name is PeriodID so it's the same as my demo report.
In this case you can use the PREVIOUS() function to get the previous values to compare against.
I set up a similar report to demonstrate. As you can see in my case the year column is grouped using a columngroup called PeriodID
The expressions highlighted are as follows.
Price. This is just Cost/Qty =SUM(Fields!Cost.Value)/SUM(Fields!Qty.Value)
lastprice. This is just for illustration and debugging. It uses the PREVIOUS() fucntion to get the previous year's data
=Previous(Sum(Fields!Cost.Value), "PeriodID") / Previous(Sum(Fields!Qty.Value), "PeriodID")
Note that "PeriodID" is the name of the column group (case sensitive). This is scope for the previous function so it know to get data from the previous column group.
delta. This is the final output. It's just the current "Price" expression minus the "lastprice" expression.
=(Sum(Fields!Cost.Value) / Sum(Fields!Qty.Value)) - (Previous(Sum(Fields!Cost.Value), "PeriodID") / Previous(Sum(Fields!Qty.Value), "PeriodID"))
The final output looks like this (I've not hidden the column for the first column group or hidden last price, just so you can see it working). Also, if you see slight differences in the delta column compared to what you might expect, it's just down to the fact that the numbers are formatted to 2 decimals but my test data is up to 14 decimals.
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.
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.
I have a Matrix report that has two row groups and two column groups. There is column which has the calculation Max(Fields!AdjustedManning.Value) on the Row Group level as a subtotal. I want to add a total at the bottom which is outside of the row group to sum the subtotal numbers up. What expression can I use to do this? Effectively I'm looking to sum the max numbers
In the image the yellow box for design is where I need to put the expression and a preview of what I would expect it to calculate.
Design and Preview
You didn't show the rowgroup names so I'm guessing you have a rowgroup grouped by [WoLine] called Woline. Assuming this is correct then you should be able to use something like...
=SUM(MAX(Fields!AdjustedManning.Value, "WoLine"))
"WoLine" is the name of the rowgroup, you must include the quotes and it is case sensitive so adjust to suit your actual report.
What this does is get the MAX value within the "WoLine" rowgroup scope and then sum the results.
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.