Is there a SSRS guru that can help me please?
I have a report that generates a tabular list of Claims as follows:
The dataset contains a single table and multiple records with a RecordID, Carnet Number and Claim Number. The RecordID is not shown on the report.
I then have a different report, lets call it "LETTER", that is in a letter format:
The LETTER report prints a letter containing information for a single Claim and its content is extracted from the database by using the RecordID.
I have added the LETTER report as a sub report and it is linked to the main report via the RecordID.
Requirment
The first report must generate as normal and list all the Claims in the dataset. The subreport LETTER must then generate for EVERY claim shown on the first report. Each LETTER must be on a seperate page as it will be printed on an official company letterhead. No direct printing to a printer is allowed which means the reports must be shown as a single report for the user. The default SSRS page navigation etc functions will be available.
Problem
The subreport LETTER must be generated for each RecordID. Currently it is only generating for the first RecordID.
How do I ensure that there is a LETTER for each claim that is listed?
Thank you in advance.
It sounds like you're going to need to add all of the elements of the letter into a list item and group by the RecordID field. I did something similar for a small report in the image below. Basically, add a list item and set the dataset to match your claims dataset in the Tablix Properties. Then, open the Group Properties, group on RecordID, navigate to the Page Breaks tab and add a page break between each instance of a group. This should produce a new letter for each RecordID.
Related
I am building a summary report which looks at users that are marked in a database as having a common trait i.e return all users by name in the last 5 years whose contract contains an end date.
This generates a figure e.g. [250]
I drill through on that figure to give a list report of names, first name and surname.
I have ordered the list A-Z
I would like to add a row of 26 letters at the top of the report and have each letter return only the names with the corresponding starting letter.
Would this need to be a further drill through or is it possible to refresh the existing list based on a user-driven selection?
Just add a custom parameter to your report. Right click on Parameters and Add Parameter.
(and so on...). Default value should be All then.
Then simply add the following filter to your tablix:
'Expression:
=Switch(Parameters!YourParameterName.Value = "All", True, Parameters!YourParameterName = Left(Fields!YourNameField.Value, 1), True)
If you are just using SSRS as it comes, then you can't refresh report content without running the report again, so you would either
re-organise your current report.
need another drill through report.
Depending on your layout you could group the data by the first letter and then have an collapsible row group to show/hide that group of names. To do this simply add a parent row group, set the value, group value and sort value all to =LEFT(Fields!myNameField.Value). Next set the visibility of the details row group to hidden and set the toggle visibility property to point to the cell that contains the letter from the parent group you just created.
If you have too much data to make this efficient the you might have to go down the additional subreport route.
To make life a bit easier, and to save you having to create 26 links and parameter values, I would do the following...
Create a table that stores the list of letters
Add a matrix to your report, that has a column group grouped on the letter value from this table. This will act as your 'filter bar'
Set action on the matrix cell to "go to report", point to the final drill thru report and pass the [myLetterColumn] value as the parameter.
There's no need to set available parameters assuming this sub-report will be hidden and only called from the parent report.
In my main report I have one subreport for now. The subreport is linked and runs when I run the main report.
However, taking things step by step, I am trying to hide the subreport based on a field called "CL_Language" that has either "Spanish" or "English".
So main report runs and shows all subreports with both languages. This works.But now I am trying to hide any subreport where the "CL_Language" field.value is not "Spanish".
This is my Expression in the Visiblity property of the subreport control on main form:
=IIF((Fields!CL_Language.Value, "DataSet1")="Spanish",True, False)
I would assume I need to reference "DataSet1" since that is what the subreport is using but I get this error:
Overload resolution failed because no accessible 'IIf' accepts this number of arguments.
So I tried without referencing the DataSet1 in the expression:
=IIF(Fields!CL_Language.Value="Spanish",True, False)
And I get all records, Spanish and English as if it doesn't see the value.
The main report has no other controls on it, is only there to show hide based on language.
I have searched for other threads that have a solution with no luck.
EDIT:
As requested in comments here is my subreport layout.
In order to create 4 printable pages per Detail row I added a ListBox to the report and added first row as Parent Group, grouped on Row ID and set Page Breaks at every instance of new group. A rectangle holds the contents of the first page. Then for the next 3 pages I "Inserted row", inside group and below.
Each one of those rows holds a rectangle with all sorts of textboxes with values from the DataSet1. So all 4 pages print for each Parent group detail. I tried setting the Visibility property in the ListBox the same way I am trying to set the subReport's Visibility property but no luck.
Using Report Builder 3.0 against cubes which are produced overnight.
The report I'm designing is used to archive or transfer (physical) files for patients. Users run the report, print it & then attach it to files that are then sent to a central area which will archive/send the files on.
The report has a number of parameters which is designed to return a single patient. This all works fine.
One of the parameters (#prmReason) is a single choice on what is to happen to the files, eg, "Transfer" (transfer files to another office), "Archive - closed", "Archive - deceased", "Archive - excess" (office space is limited, so staff archive off 'older' files).
One of the fields returned is CloseReason. This field always has a value. If the field is empty in the database (as the client hasn't closed), then it will contain the value: "Unknown".
This field (amongst others) are either displayed or hidden, depending on #prmReason. Again - all working without a problem.
Now for the tricky bit.
If the #prmReason = "Archive - closed" or "Archive - deceased" then the report will display CloseReason.
The problem is if CloseReason = "Unknown" then I need to know the why the file is closed & display it on the report.
I want users to be able to choose a value from a list of closure reasons. I then want the choice to be displayed on the report. Obviously if there is a genuine reason then display this value.
So the effect I'm after is:
User selects parameters & runs report.
Report then checks to see why report is being run (eg #prmReason).
If #prmReason =("Archive - closed" OR "Archive - deceased") AND CloseReason = "Unknown"
Then somehow produce a list of CloseReasons that the user can select. This value is then displayed on the report.
I can even cope with it being a free text field. Just something so that the central area can update the database if necessary & save a phone call/email etc.
(Yes, I realise that I can have the list as a series of tickboxes that the user ticks after the report is printed, but this would be a useful ability in other reports).
EDIT: empty value of CloseReasons conflicted with stackoverflow formatting (sorry didn't review post properly). Value is actually less then symbol then the word Unknown and then greater than symbol. It doesn't really affect the problem
You could add an additional hidden parameter.
If this parameter is not set then display an small table on your report that has a list of CloseReasons.
You then set table cell's action property to open the a report, choose your existing report as the report to open but this time you can pass a value for the final parameter, which, as well as displaying the Close reason in your report, would also hide the close reason choices table described above.
UPDATE To make clear more clear.
The following is based on the Northwind sample database. I have a shared data source pointing to this database.
Create new report.
Add a data source pointing to the shared Northwind data source
Add a new data set pointing to the data source above with the following query
SELECT
EmployeeID,
FirstName, LastName, Address, City, Country, Title, Notes
FROM Employees
WHERE EmployeeID = #EmployeeID
Add some of the fields to the report to show some basic info.
We now have a simple report with a single parameter #EmployeeID
Next we want to show some actions for each employee. For flexibility, I'm making this list dynamic based on the employee's Country. This list could be static.
Create a new dataset dsActions with the following query
DECLARE #actions TABLE(ActionID int, ActionLabel varchar(20))
-- Get employees country
DECLARE #Country varchar(20) = (SELECT Country FROM Employees WHERE EmployeeID = #EmployeeID)
IF #Country = 'UK'
BEGIN
INSERT INTO #actions VALUES
(1,'Sack them'),
(2,'Buy them a pint'),
(3,'Promote')
END
ELSE
BEGIN
INSERT INTO #actions VALUES
(1,'Fire them'),
(2,'High 5 them'),
(3,'Ask them to run for office')
END
SELECT * FROM #actions
Add a table to the report to show these values.
At the moment my design looks like this. (All the expressions are simple fields from the first dataset to show the employee details, nothing special)
And when I run it I get this.
OK, now all the basics are done, we need to be able to call this report again, but with an action already chosen. We'll make the actions table clickable and pass the action's label to the report.
It's the same report, we will only ever have a single report.
First, add a new parameter called action to the report and make it hidden. Add a default value of 'noaction'.
Next we want to only show our actions table if the action parameter is set to 'noaction'. To do this, set the Hidden property of the action table (tablix) to the following
=Parameters!action.Value <> "noaction"
Next we want to add a text box that displays the result action parameter, but only when the action parameter is not noaction.
So add a text, set it's expression to =Parameters!action.Value and the hidden property to =Parameters!action.Value = "noaction"
Finally, we need to make our actions list call our report but with a specific action. To do this we need to modify the actions table.
First save the report, whatever name you choose is the name you will select as the target report as the report will call itself.
Right-click the cell that contains the ActionLabel and go to the text box properties.
Select the Action tab and then choose "Go to report". Choose the name of the report you are currently working on (this actual report as the report will call itself).
Set EmployeeID parameter to [#EmployeeID] and the action parameter to [ActionLabel]
I've used the label for simplicity but you could pass the ActionID as long as you account for this in the text box that displays the action.
Optionally you could format the text so it looks like a link,
The final design and action/parameter setup looks like this
When I first run the report I get the following...
As soon as I click one of the actions, I then get this...
Hopefully that's clear now.
I have a main report with several sub reports, each of these with slightly different queries and different ways to show the data.
So, in my situation, I have a textbox that needs to compile data from a few different reports with varying criteria. E.G.
MainReportTextbox =(Sum(columnA, "Main Dataset"))-(SubReportTextBox))
OR
MainReportTextbox =(Sum(columnA, "Main Dataset"))-(subReportVariable))
I saw a few suggested solutions, such as this. Which uses the =[Reports]!MainReport!SubReport!Textbox scheme. The problem is that [Reports] is not a recognized identifier.
I did consider to scrap sub reports and just have everything run on the same main report, but we lose the functionality of being able to use the reports individually, without maintaining the same thing in two places.
So I guess my question is, can you pull variables or element(particularly textboxes in a table) values from sub reports?
If the answer is simply no, please show me some information about why it is no or how it is no from MSDN or a valid source and give some valid counter suggestions.
The links in the question and comments sometimes refer to non-SSRS reports: the syntax [subreport].[Report]![MyFieldName] or [Reports]![YourReportName]![YourSubReportName]![TheValueFromTheSubReportYouWantToReference] are not used in SSRS. It is, however, used in designing MS Access reports, as ojeffrey points out in the discussion you link to.
There is no common method to access data in a subreport. The SSRS model is that parent report data is processed, subreport data is processed, the subreports are rendered, results go back to the parent, then parent is rendered, including the subreport as appropriate. The only data passed between the two is parameters are passed into the the subreport, and rendered output is passed back to the parent. You'll see the that data passed in from the parent must be as report parameters here: http://technet.microsoft.com/en-us/library/ms160348(v=sql.100).aspx
All parameters that are required by the subreport must be included in
the Parameters list. If a required parameter is missing, the subreport
is not displayed correctly in the main report.
For citing authoritative sources:
This discussion sums it up:
No, referring to a report item in a subreport is not allowed.
But that is a bit old, there is also this more recent discussion of work-arounds, provided by Microsoft employee and a MS BI MVP:
You are going to need to replace the subreport item with a data region
like list, table, or matrix to be able to get the proper reference you
are looking for.
[Skipping down to another post]...
Now, it seems you want to calculate the
difference between main report and the subreport. Also, because they
have the different data source, so you cannot use nest
table/matrix/list, right? If so, one workaround I can think of is
pass parameter to the sub report and calculate the total/subtotal in
sub report. I mean, create several hidden/ internal parameters, pass
the values from main report to sub report through parameters and then
calculate the total/subtotal there.
Jeroen's answer to the linked question point towards the direction I would go: use a "Shared Dataset" and enable caching if the dataset is slow to execute. The same dataset execution can then be used for the parent and subreports. This can change the use of parameters: they usually get moved from the SQL query to the filter of the Dataset in the report.
But with the Lookup function introduced in SSRS 2008R2, you can get very flexible with report level joins between datasets.
The details of how I'd design this depend a lot on how much other data needs to get passed back and forth, and how neatly the queries for the reports can be knit together.
Create variable in main report and update it in sub report so you can get value back to main report
ex:
Create formula in main report with name {#Total} place flowing in it
WhilePrintingRecords;
shared Numbervar myTotal := 0;
NOTE : placing ; will not print value and without ; will print value in above example value will not be printed if you want to print value of formula just remove ; from second line ex
WhilePrintingRecords;
shared Numbervar myTotal := 0
now place {#Total} in report header of your main report
now create second formula in sub report where you want to add subtotal to main report formula with name {#addTotal} place following lines in it
WhilePrintingRecords;
shared Numbervar myTotal;
myTotal := myTotal + 200; //or any formula or field
add this formula to place in sub report where you want to add value to total
now create formula in main report to show grand total with name {#showTotal} and place following lines in it
WhilePrintingRecords;
shared Numbervar myTotal;
myTotal
place {#showTotal} in your main report where you want to show this value in report but remember one thing you should place this formula after sub-report.
NOTE : to assign value to variable use := operator
I have two report parameters that were set up automatically when I created their associated datasets. They are ReportID and CompanyID. The user selects a Company Name from a list box and a Report Name from another list box. The standard SELECT ID, Name FROM TableName query was used to fill the respective list boxes. The report parameters work just fine and the report is displayed properly. My problem is this. I would like to place the selected Report Name and the Company Name in the report header (these are the Name values the user selected from the dropdown lists just before hitting the View Report button. I set up two new parameters, ReportName and CompanyName; marked them as hidden and set their default values to the appropriate datasets. The problem is that the header always shows the first name from the list, not the name the user selected. My question is, how do I place the selected information into the header?
I've had no problem doing this with the original set of parameters that are populated from a query.
In my reports I have a "Farm" parameter which is populated by a "SELECT FarmNumber, FarmName FROM Farms" query. The user selects the farm he wants from a ComboBox. I show the selected farm in the header of the report using this expression:
=Parameters!Farm.Label
"Label" is the "display text" (FarmName in this case) for the farm that the user selected.
Doesn't throwing in Parameters!ReportID.Value into a textbox in the header work?
From what it sounds like, you should use whatever the original Parameter is named in the 'ReportID' spot.
With SSRS 2008 R2, I had a header with multiple parameters:
My Export for [#ReportDate] [#AccountId.Label]
If CompanyID is a multi-value parameter, this will work:
=Join(Parameters!CompanyIDs.Label,System.Environment.NewLine)
=Parameters!Farm.value
replace value with Label
=Parameters!Farm.Label