I'm trying to calculate YTD% which is shown below:
the calculation goes like (90+77)/(90+68)
(90+70+68)/(90+68+68)
My tablix dataset gets two values sum(Amt1) and sum(Amt2) which are calculated by the Tablix for every FiscalQuarter i.e Grouped by Quarter.
The tablix has a RowGroup which is grouped on: FiscalQuarter. So to calculate YTD %
I did this
=RunningValue(Fields!Amt1.Value,sum)/RunningValue(Fields!Amt2.Value,sum)
which didn't quite work.
You should include the scope of the source within the expression:
=RunningValue(Fields!Amt1.Value, Sum, "DataSet1") / RunningValue(Fields!Amt2.Value, Sum, "DataSet1")
Related
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 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've got a report that groups on Income, Non Payroll Expenditure and Payroll. Within each group there are separate rows for different categories.
I'd like to have a conditional formatting where if the YTD Variance column total <0, then its red, and if its >0 its green. I've tried numerous methods (Iif and Switch) but cannot get it to work.
This is the current expression I've got on background color.
=IIf(Fields!YTD_Variance.Value<0,"#fd6969","#54b322")
As can be seen in the image its not working correctly. Both of The YTD Variance totals should be red.
Assuming the total is an aggregate, something like =SUM(Fields!TYD_Variance.Value) then this is what you need to be evaluating.
Change your expression so that is compares the summed value, so something like this...
=IIf(SUM(Fields!YTD_Variance.Value) < 0, "#fd6969", "#54b322")
I am using SSRS 2016 application to pull data from SharePoint list.
My task is to calculate the average DaysUsed and the average Percentage from a column.
It is a Matrix report which has two columns:
Sum(Fields!Days.Value)
Sum(Fields!Percentage.Value)
The task is to show the average days and average percentage.
I have tried the =Avg(Fields!Days.Value) but this shows wrong result.
UPDATE
Yes, the matrix is grouped by the Month to show each relevant month.
See the screenshot below what I have tested so far.
The DaysUsed is a calculated between 2 fields [FromDate] and [UntilDate] by summarising the total days minus the weekends. see below:
=(DateDiff(DateInterval.day,CDate(format(Fields!FromDate.Value,"MM-dd-yyyy")), CDate(format(Fields!UntilDate.Value,"MM-dd-yyyy")))+1)
- (DateDiff(DateInterval.WeekOfYear,CDate(format(Fields!FromDate.Value,"MM-dd-yyyy")), CDate(format(Fields!UntilDate.Value,"MM-dd-yyyy")))*2)
- IIF(Weekday( CDate(format(Fields!FromDate.Value,"MM-dd-yyyy")),1) = 1,1,0)
- IIF(Weekday( CDate(format(Fields!FromDate.Value,"MM-dd-yyyy")),1) = 7,1,0)
- IIF(Weekday( CDate(format(Fields!UntilDate.Value,"MM-dd-yyyy")),1) = 1,1,0)
- IIF(Weekday( CDate(format(Fields!UntilDate.Value,"MM-dd-yyyy")),1) = 7,1,0)
Furthermore, the [DaysUsed] row then consists of IIF(value is null then show 0 otherwise show the total value of days used).
=IIF(IsNothing(Sum(Fields!Days.Value)), "0", Sum(Fields!Days.Value) )
Sum(Fields!Days.Value)/CountRows()
Shall give you average days. Similarly goes for others as well.
If you has a field called Fields!Days.Value, I guess your data in the screenshot is already grouped by month. This means the expression
=Avg(Fields!Days.Value)
gives you the average over all Days (sum of all days / count of all days).
If you want to use the grouped values (by mounth) you either can use the following expression when you are inside the scope (the monthly socpe; indicated by the brackets on the most left side on your tablix)
=Sum(Fields!Days.Value) / Count(Fields!Days.Value)
If you are not in the scope you have to tell the tablix that is should use your monthly grouping. For this you can use the following:
=Sum(Fields!Days.Value, "YourMonthGroupName") / Count(Fields!Days.Value, "YourMonthGroupName")
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.