I'm unable to get grouping correct to properly output as required in a report. I have included a condensed mono-spaced example demonstrating the query results, desired report output, and closest actual output achieved.
Query Resuts
Person Sales Quarter
Jim $10.00 2015Q1
Jim $20.00 2015Q2
Jim $30.00 2015Q3
Jim $40.00 2015Q4
John $50.00 2015Q1
John $60.00 2015Q2
John $70.00 2015Q3
John $80.00 2015Q4
Desired Report
Person 2015Q1 2015Q2 2015Q3 2015Q4
Jim $10.00 $20.00 $30.00 $40.00
John $50.00 $60.00 $70.00 $80.00
Closest Actual Report
2015Q1 2015Q2 2015Q3 2015Q4
Person Sales Sales Sales Sales
$10.00
$20.00
Jim $30.00
$40.00
$50.00
$60.00
John $70.00
$80.00
I Row grouped on Person. Sales is in detail section and I parent column grouped on detail section by Quarter.
Any advice would be appreciated. Thanks.
Insert matrix, then drag Person to Rows, drag Quarter to Columns, then drag Sales to Data. That should be it. The groups should be added correctly when you do this.
Related
I have a report for which I need to get the number of bank accounts of each type for each team in my baseball league. I need a listing of the team, player, and account, with a subtotal footer that gives the counts of each kind of account for each team, like this:
Team
Player
Account
Yankees
Babe Ruth
Savings
Yankees
Lou Gehrig
Other
Yankees
Aaron Judge
Loan
Yankees
Joe DiMaggio
Savings
Yankees
Derek Jeter
Savings
Accounts:
Savings 3
Loan 1
Other 1
Total 5
Team
Player
Account
Red Sox
David Ortiz
Other
Red Sox
Pedro Martinez
Savings
Red Sox
Jackie Bradley Jr.
Other
Red Sox
Ted Williams
Savings
Red Sox
Pedro Martinez
Savings
Accounts:
Savings 3
Other 2
Total 5
So far I've done this by creating hide conditions for each of the rows so that they're only visible when there's an account of the designated type, but that gets cumbersome as the number of Account Types increases, and if I add a new account (say, Checking) the report has to be updated. How would I get this report to generate subtotals that only reference data that's present within the group?
To create the Accounts summary section you could use a table. The design would look like this:
This would need to be grouped by the Account column so that there is one row per Account value. You can remove borders and format as needed to make it look how you want.
I want to create a report in access that shows sales forecast in 3 subreports (the next 30 days, 31-60 days and 61-90 days). I haven't been able to figure out how to create a report like that. I have 3 queries for each date range. I would like to group the data for each salesperson showing company, amount and date. Something like below.
Can I do it using subforms or is there a better way? Thanks.
30 days
Bob Smith
Acme $3000 10/31/2019
Detla $2000 11/12/2019
60 days
Julie Brown
Bigly $4000 12/05/2019
90 days
Bob Smith
Acme $2500 01/10/2020
Julie Brown
Bigly $3300 01/12/2020
I have 2 mysql tables :- entry and result
The structure of entry is as follows :-
Name Department Units_Sold Month
John Sales 3 January
John Sales 6 January
Ana Retail 11 January
Rick Marketing 1 February
Vicky Sales 4 March
Ana Retail 2 March
Vicky Sales 9 March
Vicky Sales 1 March
Each user enters the number of unit sold. Name, Department and Month are fetched from the server, when a user logs in and enters the "Units Sold".
When this entry is being made by the user I want another table to automatically update the monthly report. The 2nd table "result" is having the following structure :-
Name Department January February March
John Sales 9 0 0
Ana Retail 11 0 2
Rick Marketing 0 1 0
Vicky Sales 0 0 14
In this table, the fields:- Name, Department, January, February,... December are static. I want to update the sum of "Units Sold" by each user for month when he/she makes an entry into the 1st table.
Can anyone, please suggest on this ?
Thanks !!
What you are looking to do is produce what's called a Pivot Table, using the data stored in your first table. It's a relatively complex collection of aggregate functions that is well worth learning - especially if you have anything to do with financial reporting. This site has a good intro into doing what you are asking.
I'm trying to build an SSRS report where the dataset is "presented" to SSRS through the application (Microsoft Dynamics NAV2009). The concept of the report is simple - it's a list of pieces of equipment - computers, cellphones, etc. The table has a "related to equipment" field. So Equipment ID "CELL01" may have a "Related to equipment ID" = "Computer 123". And Equipment ID "CAR456" may also have a "Related to equipment ID" = "Computer 123".
I want to create a report that lists each piece of equipment, and below it, any "related equipment". Many of the pieces have no related pieces, so the listing needs to look like this:
COMPUTER001 Dell Latitude 4mb RAM
COMPUTER002 Dell Latitude 16mb RAM
COMPUTER123 Dell Latitude 8mb RAM
Related Equipment
CELL01 Nokia Cellphone
CAR456 2011 Ford Taurus
COMPUTER135 Sony Laptop 12gb RAM
CELL01 Nokia Cellphone
CAR456 2011 Ford Taurus
Note that the "related items" is only unidirectional - the related items need only to be reported under the "Related to" equipment, and not vice-versa.
I have done some due diligence and investigated recursive hierarchies. It appears that this method depends on every "child" having a "parent". In my case, most "children" are "NULL", i.e. most equipment does not have a "related to equipment" id. So if I try to create the list from the bottom up and use recursive hierarchies, in the example below, only the COMPUTER123 and its children would be listed. None of the the other "Parent" records (e.g. COMPUTER001) have any children.
Has anyone done an SSRS report similar to this? In "Pure" SQL, this would be akin to having a query using a left outer join, and listing the fields in the primary record even if the JOIN'ed results were NULL, e.g. a list of all salesmen with their orders booked for the week:
Select s.Name, i.Invoice_No, i.Invoice_Amt
from Salesperson s
LEFT OUTER JOIN Invoice i on
s.SalespersonID = i.SalespersonID
If Salesperson "Joe" didn't make any sales this week, but Salesperson "Sam" made 3 sales and Salesperson "Bruno" made 2 sales, You might expect a result something like this:
Name Invoice_No Invoice_Amt
Bruno 1287 200.00
Bruno 1289 400.00
Joe NULL NULL
Sam 1281 65.00
Sam 1283 450.00
Sam 1286 175.00
So how would you construct a Report where the output would be:
Bruno
Invoices:
1287 200.00
1289 400.00
Joe
Sam
Invoices:
1281 65.00
1283 450.00
1286 175.00
Any suggestions would be appreciated.
Ron
I am creating a report in SSRS 2008R2. Report looks like this:
NSN Learner Employer Completed Date
Qualification 1 123356 Tom Employer 1 12/2/2012
213134 Jerry Employer 2 25/2/2010
545456 Harry Employer 3 04/2/2011
Qualification 2 565557 Pete Employer 1 17/12/2001
154646 Susie Employer 5 12/13/2005
I want to calculate the total number of records in one qualification and put it as a row in the table after each qualification. Table is grouped by qualification field. Report should look like this:
NSN Learner Employer Completed Date
Qualification 1 123356 Tom Employer 1 12/2/2012
213134 Jerry Employer 2 25/2/2010
545456 Harry Employer 3 04/2/2011
**Total 3**
Qualification 2 565557 Pete Employer 1 17/12/2001
154646 Susie Employer 5 12/13/2005
**Total 2**
Thanks in advance.
You can add total after group and use expression CountDistinct(Completed_Date) to get desired value