I've researched previous answers, nothing seems relevant to this question.
I have a simple matrix, showing data from "Dataset A" - counts in the rows and month/years in the columns.
I have a second matrix, showing data from "Dataset B" with the same layout.
I wish to create a third matrix, or add a total line to the second matrix, showing the sum of each month's figures. See screenshot;
Image showing dataset A (orange header) and dataset B (blue header) and items I wish to sum
I have tried adding a new row to the dataset B matrix and using the following formula -
=SUM(Fields!Counts.Value) + Sum(Fields!Counts.Value, DatasetA")
However this fails to take into account the month groupings from Dataset A, and instead sums the correct number from Dataset B with the total number from Dataset A - not just the figure for the appropriate month.
How can I make this sum work, ensuring that only the relevant months are summed across both datasets?
Thanks!
Update: Using the LOOKUP function I have made a little progress but still have been unable to sum the two numbers (See image, below). I tried the following lookup expression to build the total;
=Sum(Fields!Counts.Value) + LOOKUP(Fields!ReceivedMonth.Value, Fields!ReceivedMonth.Value, Fields!Counts.Value, "DatasetA")
But it appears that I'm unable to SUM the Fields!Counts.Value, "DatasetA" inside the lookup (it throws a syntax error), so the total result is displaying at the total from DatasetB plus 1.
Image showing result of LOOKUP - not quite correct
Related
I am working on a sample project in Power BI Report Builder. (I couldn't tag it as such because apparently I'm not allowed to create my own tags on this website.) The measure I am going for in my data cube is called Direct_Claim_Deductible_Recoverable_End_of_Year, but we will call it "Deductible" because that's too long a name to type out every time. I am trying to divide it up by the fields of State, City, and Year.
The Category column tells you whether each row is for a state or a city within that state. The Year and Location columns tell you the year and location that the row is telling you about. The Deductible column shows that measure. The Pct% column formula is Deductible - Total. (I added the Total column because I was having trouble with the Pct% column and wanted to know what was going on.)
Here's where the problem begins.
The Total column is supposed to tell me what the total deductible is for that specific year. But instead, it just gives me the grand total for all years in the cube. I've run the report enough times to know that this number is $99,669.71.
Here is the formula I am using for the Total column:
=round(Sum(Fields!Direct_Claim_Deductible_Recoverable_End_Of_Year.Value),2)
The Pct% column is giving me wrong answers too, but it is based on the Total column, so fixing the Total column should also fix the Pct% column.
And the data bar is supposed to show me what percent of the total for that year is in that state's row, or what percent of the total for that state is in that city's row. Instead it gives me an error message saying I am missing a closing parenthesis ')' somewhere:
The Maximum expression for the chart 'DataBar2' contains an error: [BC30198] ')' expected.
Here is the code I used:
=(Sum(Fields!Direct_Claim_Deductible_Recoverable_End_Of_Year.Value) / (Sum(Fields!Direct_Claim_Deductible_Recoverable_End_Of_Year.Value), "StateDS"))
As you can see, all three sets of parentheses are opened and closed.
I did figure out that if I move all the parentheses to the end, like so:
=(Sum(Fields!Direct_Claim_Deductible_Recoverable_End_Of_Year.Value) / (Sum(Fields!Direct_Claim_Deductible_Recoverable_End_Of_Year.Value, "StateDS")))
I resolve that error message but get a different one:
The ValueAxis_Primary.Maximum expression for the chart 'DataBar2' has a nested aggregate that specifies a dataset scope. Inner aggregates cannot specify a dataset scope.
It seems to be telling me that I cannot have the denominator of the fraction for the City data bar specify that its scope is the dataset "StateDS", which is the dataset that aggregates by State alone. But I am confused. I don't understand why that would be. And I don't understand what I need to do to make it aggregate by state anyway.
Thank you.
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.
Here I am, again with another doubt.
Here is my problem:
I have a report where I show ALL the incomes and expenses of the company for the last two days, which i managed by placing a column group grouping the columns by the date
Originally, the report contained a single matrix with both incomes and expenses fed by a dataset that points to the company cube applying the following filter expression
=IIF(Fields!Fecha.Value=Parameters!FechaHoy.Value or Fields!Fecha.Value = Parameters!DiaAnterior.Value,true,false)
FechaHoy = date sent via report parameter input
FechaAyer = date
parameter minus one day
and the filter value set to
=true
So far so good. Today, the upper management decided to split it into three matrix. One for incomes and other two for expenses (one for each expense category), so i startet with this
initial report layout
I created two new datasets for each one of the expense categories with the same filters, and now i'm here
current report layout
THE THING IS... as you can see, there is a "Total Destino" independent table where i have to add the totals of the second and third matrix in the image I added, but, as I already said I have to show the last two days, so i also have to partially add the total of each day (which are column grouped by date)
I'm pretty sured that there's also a better and more efficient way to manage what I did with the three matrices but the main issue which needs your assistance is how do i add the totals of the second and third matrices.
I already tried with
=Sum(Fields!Saldo.Value, "Informacion_Destino") + Sum(Fields!Saldo.Value, "Info_InvTesoreria")
but it adds the two days and repeat it for the two days. I also tried with ReportItems!TextBox + ReportItems!TextBox but the preview loads sends me an error message.
Thanks in advance for your time and help
Like Harry stated already out you can use for your overall total the following expression for the Tesoreria Subtotal + Destino Subtotal :
=ReportItems!TesoreriaSubtotal.Value + ReportItems!DestinoSubtotal.Value
This would give you the overall total for all days. Now if you just have to show the last two days you can add a tablix filter, like this:
'Expression
=IIF(CDate(Fields!YourDate.Value) < DateAdd("d", -2, Now()), True, False)
'Format
=Boolean
'Value
=False
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.
I have a dataset that is showing the correct data, but putting it into a stacked bar chart and using the RunningValue function to try and plot it cumulatively is giving numbers that start way higher than they should.
My data is aggregated at the database, giving a dataset of:
Date of data
Count
Sum of Value
Filter Item 1
Time Since Date
Stacking Category
5 other fields
I am plotting with Time Since X along the X axis, Stacking Category is my Series field (there are 4 possible options), and my Y is using this function:
=RunningValue(IIF(Parameters!VolumeOrValue.Value="Volume",
Fields!Count.Value,
Fields!SumValue.Value),Sum,Nothing)
This should show me in the first X bar only 1 of the series, with a count as 1, or value of 100. Instead I get 3 of the series, with Counts summed up to 2500, which is more than the total sum of all of the count fields.
Can anyone point me to where my problem is?
Edit: Setting the CategoryField in the Series Properties dialog to match the Catgory that is set for the chart means that each bar is increasing by the right amount, but each stacked slice starts at the size of the entire value of the last bar. I need to get the reset to work properly, but I can't set any "Groupings" as normally recommended, and choosing any field name or Series name causes an error.
I managed to get it working quite simply...
Clicking on the Field on the right hand side of the chart on the Drop Series Fields Here section has a Group properties which when expanded has a name of the grouping. Plugging this into the RunningValue function as the last argument got it working properly (after removing the CategoryField setting).