I would like to re-create a line chart in SSRS like the one below (created in excel)
Target vs Revenue
I can re-create the running value (green line - revenue) but I have no idea how to do the straight target line (grey one) that should end at the end of the current month. The value for this line comes from a text parameter (I type in the target for current month manually), so ideally this should be a running value of the parameter number divided by the number of days for this month ending on the last day.
Can I have an angled StripLine to achieve that or shall I use an expression, if so, can you help me to build it, please?
Thank you for your help.
This answer assumes you know what month you are running the report for and you can therefore determine the number of days in that month. I won;t cover that here, ask a new question if you can't do that.
To create your target line, open your dataset properties, click the 'Fields' tab and Add a new field.
Call the new field Target or whatever you want and hit the fx button next to field source. Set the field source to following expression.
=(Parameters!Target.Value/31) * DAY(Fields!myRevenueDateField.Value)
You will just need to swap out the 31 for the actual number of days in the month, and the correct date fields from your dataset.
I used some sample data in my test with a target of 3000 and got the following result.
Related
Good day
I am very very new two paginated reports so forgive me if this is a silly question
I have a report that displays values for Mondays to Fridays based on the date selected from a date picker.
So basically
You select a date (Example 24 Nov) and the following table is displayed based on values pulled from SQL.
Now my question is how do I display the dates of the weekdays too?
So if the date selected is Thursday 24 Nov, in the column headers under the week day names it should give the corresponding date i.e Monday-21/11/2022, Tuesday - 22/11/2022, etc.
Below is a little snippet of the data
So the date picker is based on the ReportingDate column. The rows of the matrix consist of Region and Country and the values are the sum of Monday-Friday.
Any guidance would be greatly appreciated.
Edit: The day names are not obtained via an expression in SSRS. They carry over from the column headers in the data set.
Assuming you have some expression to get the actual day name already, you can leave that bit as it is.
Now, double click the column header "cell"/textbox to get a cursor in there, then click at the end of the existing fields/expression.
Now just put a space in and then right-click and choose "Create Placeholder". The placeholder dialog will appear.
This placeholder acts almost like a separate textbox to you can put whatever you want in there, click the '[fc]' button next to the Value property and then set this to whatever you want, e.g. =Fields!ReportingDate.Value.
Now go to the "number" tab on the same dialog box and set the format to the required date format.
If you want to edit this later, just double click the cell again but this time right-click the placeholder and choose properties.
The other way of doing this would be to add another row to your header and set that to be the date instead but then you have to mess around removing borders etc., sometimes this can be easier if layout is an issue but you have a couple of options at least now.
I managed to figure it out with the help of the following post.
These are the steps I followed
Get the date of the first day of the current week (Sunday's date) using the formula explained in the link
DateAdd("d",1- DatePart("w", CDate(Parameters!ReportingDate.Value)), CDate(Parameters!ReportingDate.Value))
Use DateAdd to add the corresponding number of days to get to a required weekday. That is for Monday add 1, Tuesday add 2,...
DateAdd("d",1,DateAdd("d",1- DatePart("w", CDate(Parameters!ReportingDate.Value)), CDate(Parameters!ReportingDate.Value)))
Format datetime to date and add new line to insert date below day name
="Monday" + Environment.NewLine + FormatDateTime(DateAdd("d",1,DateAdd("d",1- DatePart("w", CDate(Parameters!ReportingDate.Value)), CDate(Parameters!ReportingDate.Value))), DateFormat.ShortDate)
I am using Visual Studio 2012 for SSRS purposes.
Currently, in my SSRS report, I have the following setup in my tablix/matrix:
Basically, I have row groups of Date and Mailbox and my first column is Starting which is number of records when starting of a particular date.
When I initially preview the report, this is what shows up:
Right now, in my total box, I have it as sum(starting) which is wrong and doesn't make sense. I basically want the First(Sum(Starting)) but I know SSRS is currently not allowing me to do that.
And I can't do First(Starting) because when I do my drilldown, it looks like this (I blurred out particular mailboxes):
So basically if I did First(Starting), it would pull in 25, instead of 339, because that's technically the first value.
How do I write an expression for the total line in Starting where I can get the first value that shows up underneath the Starting column where it is Sum(Starting) which in this case would be 339.
Basically just had to write a different dataset to be just the value I needed then wrote an expression to grab that specific value from the dataset.
I'm using an embedded data source of type SharePoint List.
I use a parameter that a user can modify that will filter the data set by the month. I've seen a few examples but they all either use a SQL query or only filters on the exact day rather than the month.
I added a parameter ParamMonth and gave it the data type of Date/Time. I can see this adds a drop down box to my report which is exactly what I want. Ideally, I would like to add the name of all 12 months or something similar, but I don't know how that will work out when the data exceeds a single year. Now, that I've got my Report Parameter added, I need to add it to my dataset to filter on. This is where I'm stuck.
An easy way could be creating a parameter type Integer and set all months in Available Values tab as follows (I just set five months for example).
Then go to the DataSet Properties / Filter tab and use the below settings.
For expression use:
=MONTH(Fields!Date.Value)
Where Date is the field that you will use to filter by month. In Value you have to use:
=Parameters!Month.Value
UPDATE: Provide year selection.
The best approach for this is getting the available values from a DataSet, in this case your SP list.
Just create a calculated field in your dataset with available years (it can be a copy of the SP list dataset), call it calculatedYear and use:
=YEAR(Fields!Date.Value)
Now create a Year parameter of Intenger data type, and set this settings:
Where DataSet15 is the DataSet name that feeds your parameter with the available years.
Then just add another filter in your dataset:
Note you will need two datasets one to get the available years and
other the dataset you need to filter.
Let me know if this helps.
I have been using SSRS 2012 (Sql Server Reporting Services) with SQL Server Report Builder 3.0 (11.0.2100.60) to create Column charts that display columns for each day/week/month and display a trend line based on the mean across all days/weeks/months.
However, although the calculated series reflects only 1 value (the mean across all days/weeks/months), value labels appear on the chart displaying the single mean value for each day/week/month - that is, 3 days will result in 3 value labels for the same mean value.
Is there a way to force the series to show only 1 value for each mean trend line?
See below for sample chart.
The work-around I ultimately settled on involved creating duplicate series with value labels but invisible data points (obtained by setting Color to "No Color").
The values for this series are only assigned if the "dayofweek" field matches the first "dayofweek" field in the dataset, so only 1 data label will be displayed (namely, the first one).
For example, to show a single value for the average of the "physio" field for physiological alarms within my dataset ("techphysDayofWeek", I use the following formula):
=IIF(Fields!dayofweek.Value = First(Fields!dayofweek.Value,
"techphysDayofWeek"),Format(( Avg(Fields!physio.Value, "techphysDayofWeek") /
Parameters!StartDate.Value), "##.#"), "")
I wish SSRS provided an easier way, but after struggling with this seemingly simple issue for hours on end, I'm just glad to have any fix!
You can set the label text to be based on a formula. In that formula you could look at the value of the grouping field, and set the text to an empty string if it's not currently the group you want to have the label on.
My data and this SSRS chart have a ton of problems, I'll try to keep my question(s) succinct.
First, as you can see by this chart and this screenshot of my data (just showing date and April Savings), my expression/chart is not summing all of the savings within a month, which is my goal.
It appears to be picking one amount within the correct month and using it. I set up a tool tip for April so I could see what number it's pulling (since clearly the chart columns are not representing the data whatsoever - another issue).
You'll see in the SQL data screenshot that it does indeed pull $1,230 from the April 2013 Savings. How can I get this to Sum within the month AND still do a running value from the beginning of time data began to current, this often will include multiple years.
Here's my Chart Data (note that my Team Goal works perfectly, and is even charted correctly - but if anyone knows how to force that line to go from end to end on my chart, feel free to let me know.) :
To summarize, how can I sum each month's data, while still do a running value across the months AND years?
Here's my Expression for Implementable Savings:
=RunningValue(Sum(Fields!ImplementableSavings.Value), Sum, nothing)
(obviously if I can get one working, I can get both)
My Expression for ImplementedSavingsMonth:
=MonthName(Month(Fields!ImplementedSavingsDate.Value))
My Expression for ImplementedSavingsYear:
=Year(Fields!ImplementedSavingsDate.Value)
Let me know if there's anything else I can provide.
Quick sidebar question: WHY does my chart column collect one piece of data. IE: see the tool tip $1,230 for April 2013), but the chart column displays that the number is around $1.7M? And in this scenario, both of my blue and yellow columns are displaying the same number, so why does blue always appear to be a higher number? I will ask this as a 2nd question if it's inappropriate for me to ask here.
I would use this Expression for Implementable Savings:
= RunningValue ( Fields!ImplementableSavings.Value, Sum, "Chart1")
.. assuming your Chart's name is Chart1.