I want to produce high level reports of aggerated data with date parameters. I would like users to be able to click on a figure to open a table report of all those in the aggerated figure.
I have heard various terms (click through, drill through, linked report) I think what I want to achieve is a 'drill trough' report.
I have created a parent and child report using the same dataset. The child report is a table with all records.
The parent report has the data aggerated in various ways i.e. COUNT(CASE_ID). The parent report has two date parameters (date_from and date_to).
I am not sure what I need to pass through to the second report to correctly filter the records.
I have tried to pass through the dates in the parent parameter to a set of hidden parameters on the child report but this gives me the error "The 'Date_to' parameter is missing a value"
I have tried to pass through the CASE_ID however the filter insists on aggerating so I can only get FIRST(CASE_ID) or LAST(CASE_ID)
Parent report design
Child report design
Parent Report Action
Related
I have a query that returns relevant data about inspectors and how long it takes them to respond to issues. The only parameters are a BeginDate and EndDate so for any given date range there could be anywhere from 0 to 100 inspectors.
I am using only one dataset and it contains an "Inspector" field that I'm hoping can be used as a filter to create as many tables as there are inspectors.
I know you can set filters on tables but from my (limited) SSRS knowledge, you must already have the tables created and the filters are typically hard-coded. What I need, is some way for the report to see how many Inspectors there are in the dataset and group those records into their own tables, repeating the same one created tablix over and over as needed.
This is being done strictly in SSRS 2012, not using a ReportViewer where back-end code could help me out unfortunately...
I don't have any code examples to provide, like I said I know you can do filtering but I am at a loss when it comes to doing something like this dynamically based on data... Sorry.
Depending on the report design you could either...
Single report with grouping
1. Create a single tablix.
2. Create a row group by Inspector and then add whatever fields you need to the details section.
3. You can optionally set page breaks between instances of your Inspector rowgroup from the rowgroup properties.
Sub report method
1. Create a subreport that accepts a parameter (InspectorID for example).
2. In the subreport filter the dataset using the parameter passed in so it only return data for a single inspector.
3. Add whatever controls you need to the report to handle a single Inspector
4. Create a main report
5. Add a dataset that gives you a simple distinct list of Inspectors, this will be used to pass parameters to the subreport.
Lets assume it just contains a list of InspectorIDs.
6. Add a list control to the report and set it's dataset property to the dataset that contains your list of InspectorIDs
7. Right-click in the list control's 'cell' and insert a subreport.
8. Set the subreport property to the subreport you created earlier and set that parmameter IsnpectorID to your InpsectorID field.
This will produce a subreport for each instance of inspector it finds.
Sorry about the format of this answer, in a rush!
I am writing an SSRS report using report builder and have my main report and a sub report - I have had to do this because one of the figures is in a different table. The main report shows a customer column an amount column then my subreport column - in the next column I need to show these two figures added together, there is then a further column with another figure in and the final column will deduct the fourth from the calculated third - I dont know how to write an expression which incorporates the subreport value.
You can't retrieve values from a subreport like you wish as that's not how subreports work.
When you run the SSRS report, the parent report passes parameters to the sub-report (the only data transfer between the two), the subreport is rendered and then the rendered subreport is inserted back into the parent report as the parent report is rendered.
As I see it, you have two options to tackle the problem.
1) Join the data from the two tables in your source query so that all the appropriate information is within one dataset in your report.
2) Use the Lookup function to retrieve values from the second dataset. This is a very flexible option and one that I highly recommend that you review for scenarios like this.
I would like to create a report which I can use as a sub-report multiple times on the same parent report. However, each occurrence of the subreport should have different values.
For instance, there is a table called DailyReport.
Records in this table contain:
Date, member, team, description
The sub reports should be for each team within a certain date range. However, the date range per subreport/team will not be the same.
So, if the date range for all teams was consistent, then I could create a single subreport, and do some Ordering on the resulting records to separate things out into teams.
However, with inconsistent date ranges, I can't utilize a single query, so the most straight forward solution I see is to create separate subreports and queries for each range of each team.
The problem with this solution is that if I decide to change the format of the subreports I must do so in each specific subreport--a lot of duplicate work.
I would like to create a generic query and subreport. The query and sub report would call VB functions which would return the relevant value.
This means my parent report has the same generic report on it multiple times. As each subreport is rendered, I would like to increment a value behind the scenes so that the functions which the generic query and subreport call know to return a different value.
However, it seems that's not how things work in Access. The subreports on a report are not rendered linearly. A subreport is created, and then "stamped" onto a report where ever required. This means that all of my generic subreports have the same data.
How can I define a generic report and query? Then plug in different values into the report and query while the report is being reused multiple times on the same parent report.
You need to look into the LinkMasterFields and LinkChildFields property of reports. They are designed for exactly this purpose -- to filter a subreport based on current data in the main report, without needing any code or even queries.
You are correct that LMF/LCF do not work on date ranges, only values. So use LMF/LCF for the team filter.
For the date range filtering, you can use an unbound form that launches the report as two parameters defined in the base query. Create frmLaunch, and add two text boxes minDate and maxDate. Set their Format property to Short Date so Access with interpret them correctly and provide the date pickers. Now modify the base query, adding two Date/Time parameters [Forms]![frmLaunch]![minDate] and [Forms]![frmLaunch]![maxDate]. Now, find your date field and set its criterion to Between [Forms]![frmLaunch]![minDate] and [Forms]![frmLaunch]![maxDate]. Add a button to frmLaunch that runs the code DoCmd.OpenReport "YourReportName", acViewPreview.
So, the goal was to make it possible to re-use the same sub-report multiple times on the same parent report, with full flexibility on how the subreport retrieves data.
I placed multiple instances of the same subreport on a parent report. On the subreports Open event I placed a line like
Me.Report.RecordSource = "SELECT * FROM someTable WHERE " & getCriteria()
nextCriteria()
Maybe its possible to pass a value that identifies which instance of the subreport is opening to the getCriteria function. Probably like a getCriteria(Me.Report.Name). But in this case I kept track of how many subreports had been produced in vb.
Unfortunately, if your subreport has controls which have a data source which is a vb function, all reports will show the same value for that control. To get around this I added something like getSomeValue() & "As [Some Value]" into the SELECT of the SQL statement above. Don't forget to add single quotes or hashes around getSomeValue() if you are passing a String or date.
That's basically it, it's a pain. But I couldn't find a more elegant way to do it.
Edit:
One major caveat I experience with doing this, is that although the print preview works correctly, when actually printing or exporting to PDF, some subreports would not be included. Maybe there is something else causing this...
Long time browser of this site, but first time poster. Normally I'm able to find the answer I need by searching, but in this case I haven't been able to, and it's driving me nuts!
I'm using BIDS / SSRS 2008 R2 to create a membership renewal form which my business will mail out to our customers. The form contains customer information, including membership dues / subscription info and other billing details.
In order to accomplish this,
I have built three RDLs:
Main report (this is one the users run). Contains base data set
(let's call it Proc 1), which requires an expiration date only, to
pull a list of member IDs and corresponding physical information
(address, phone, membership type, etc.) Contains the first subreport,
in a list, grouped by member ID.
One subreport for the first page in the main report. Contains a
set of parameters for each field it needs. Rather than execute Proc 1
again, I pass Proc 1's output from the main report to this subreport.
Everything in this subreport is also contained within a list, grouped
by member ID parameter (passed from main report).
Another subreport, nested within the first subreport, which pulls
subscription information. First subreport passes member ID and paid
through date to detail data set in nested subreport (let's call it
Proc 2). Proc 2 requires paid through date from page one subreport,
and ONE member ID, which it gets from its parent report. It displays
this information in a table, not grouped, since it should only be
receiving one ID at a time--- being that its parent subreport. and the
main report. are already grouped. However, I have tried grouping the
table based on member ID, and it didn't make a difference.
I found this approach necessary, because of the fact that I had two write two separate stored procs: one to pull the basic data, and one to pull detailed billing data. It's impossible to combine the two without creating duplicate rows. And of course, it's not possible to have a tablix assigned to a different data set than the list it is contained within. Hence the need for a subreport. I hope that all makes sense.
Anyway, my issue is that the nested subreport only displays data for the first customer. In fact, it doesn't display the nested subreport AT ALL for the rest of the customers. It's as if the nested subreport is only being passed the first member ID, but I don't see how that's possible given the grouping? Note that I am not using any FIRST or aggregate functions in the proc or report expressions. And I can execute each report file just fine individually.
I have tried creating a dummy data set in the nested subreport (ex. SELECT 'Nothing' AS Nothing) and adding it to a text box, thinking that this would force the nested subreport to display, but it STILL doesn't. Thoughts on what I might be doing wrong? Thanks in advance.
https://social.msdn.microsoft.com/Forums/en-US/9f8b9c42-90cb-4620-ad91-9754029ed4db/seemingly-random-error-subreport-could-not-be-shown-in-a-report-with-nested-subreports-ssrs?forum=sqlreportingservices
Your nested subreport could be throwing an error that your not seeing.
Quote
The known issue in SQL Server 2008 Reporting Services described in http://support.microsoft.com/kb/967749 should be fixed in SQL Server 2008 R2. Generally, the issue occurs because the parameter value is not passed to the subreport correctly or the subreport is not valid due to the specific values passed to the subreport.
I think you should add a detail group then put the subreport in that cell. Make sure the grouping is working correctly and pass the right values to the subreport.
All,
I've been working on a custom timesheet report that uses multiple datasets (8 to be exact). Each dataset selects the data by the same ID field which is currently input as a parameter. It works great like that. But now I'm told that the end user wants to input a date and have all the reports printed out for that date rather than having to enter in an ID each time. Each timesheet is 2 - 3 pages. It is intended to emulate a form and contains some data but a lot of blank areas to allow the field people to write in any changes that have occurred.
My question, is this: what is the best way of accommodating the new requirement? Should I build it all as one big dataset and use the date as a parameter?
Should I create a wrapper report that would prompt for the date and then use the existing report as sub report? Would that even work?
Is there any way I can just create a new date parameter and put that ahead of the ID parameter and get them to print out like that? I've got a few hidden parameter fields on the body that get used in the page header and are used to link some of the datasets.
any help is appreciated.
Easiest way to achieve this is indeed by creating a wrapper report with the date parameter. The data set in this report will then fetch all items (with ID) that match the query by the user. The report can then have a list for that dataset, with the original report as a subreport. If you pass the ID parameter from the dataset to the subreport you wouldn't need to change hardly anything in the original report.
Two things to watch out for:
the Report Header and Footer in a subreport are not rendered - these are only rendered for the wrapper report
you may need to tweak your page breaks in the subreport and on the new list in the wrapper report so each new form starts on a fresh page