I created a report with 5 fields in a hierarchical order:
Order Date
Time of Day (AM/PM)
Parent Name (aka customer)
Product Line
BIC Part Number (aka Item)
Each field expands down to the next level, so order date expands to time of day, etc.
I want to create a drill through report so that the user can click on each level of the hierarchy and see the detail.
This works fine at the lowest level - Item - because only 1 values from each field has to be passed to the drill through report parameter. However, when I try, for example, to drill through based on Product Line, there will usually be 3 or 4 Items within this product line. In the Go To action, I have the drill through parameter "bic_part" set to the main report FIELD value "BIC Part Number".
I have the tablix on the drill through report set where "BIC Part Number" IN [#bic_part].
I just want to be clear, I am passing a set of report field values to the drill through report parameter, not parameter to parameter.
I have tried using expressions with =Split(Join(field value),","),",") and all variations on that. I can't seem to get the child report filters to accept multiple values from the BIC Part Number field from the parent report.
I also tried omitting the BIC Part Number value in the go to report section, but it would not let me.
All of the parameters in the child report are set to accept multiple values. My data source for both reports is the same stored proc, so I can add a query filter. I would appreciate any help.
I think each sub report link needs to be slightly different.
In the subreport, each parameter needs to accept null and your query needs to look for
(FieldName = #FieldNameParameter or #FieldNameParameter is null)
This will allow you to pass the lowest possible solid value, then null for all child values.
If we're looking at the Parent_Number level, on that subreport link you would pass Fields!Parent_Number.Value and then Nothing for each of the lower parameters (Product_Line, BIC_Part_Number).
This will allow you to filter on the lower common denominator in your sub report - Part_Number for this link, Product_Line for the next one down, etc.
I've used this logic in reports before, so it does work. Let me know if my explanation needs clarification - it's Friday afternoon..
Related
I am building a summary report which looks at users that are marked in a database as having a common trait i.e return all users by name in the last 5 years whose contract contains an end date.
This generates a figure e.g. [250]
I drill through on that figure to give a list report of names, first name and surname.
I have ordered the list A-Z
I would like to add a row of 26 letters at the top of the report and have each letter return only the names with the corresponding starting letter.
Would this need to be a further drill through or is it possible to refresh the existing list based on a user-driven selection?
Just add a custom parameter to your report. Right click on Parameters and Add Parameter.
(and so on...). Default value should be All then.
Then simply add the following filter to your tablix:
'Expression:
=Switch(Parameters!YourParameterName.Value = "All", True, Parameters!YourParameterName = Left(Fields!YourNameField.Value, 1), True)
If you are just using SSRS as it comes, then you can't refresh report content without running the report again, so you would either
re-organise your current report.
need another drill through report.
Depending on your layout you could group the data by the first letter and then have an collapsible row group to show/hide that group of names. To do this simply add a parent row group, set the value, group value and sort value all to =LEFT(Fields!myNameField.Value). Next set the visibility of the details row group to hidden and set the toggle visibility property to point to the cell that contains the letter from the parent group you just created.
If you have too much data to make this efficient the you might have to go down the additional subreport route.
To make life a bit easier, and to save you having to create 26 links and parameter values, I would do the following...
Create a table that stores the list of letters
Add a matrix to your report, that has a column group grouped on the letter value from this table. This will act as your 'filter bar'
Set action on the matrix cell to "go to report", point to the final drill thru report and pass the [myLetterColumn] value as the parameter.
There's no need to set available parameters assuming this sub-report will be hidden and only called from the parent report.
Description:
I have a report that that aggregates ATM transactions. This report has a Tablix with the following attributes:
Rows;
Vendor, Terminal.
Columns; Month, Day (Date), Hour.
The Row groups Terminal as child of Vendor and the Column groups Hour as child of Date and Date as child of Month. The Row Group and Column Group properties specify that each child visibility is toggled by its parent and the default if each child visibility to be hidden.
The Placeholder Value property for the intersection is set to Sum() transactions. The Action is set to Go To Report and specifies a detail report that accepts;
Start Date,
End Date,
Vendor,
Terminal
As parameters to the detail report. Each time the link is clicked, it calls the detail report with the dataset parameters set at runtime. So, for “North”, the detail report would reveal 41765 rows associated with the vendor “North”.
Problem:
No matter what resolution of detail in the matrix, when clicking the Sum() value to invoke the detail report, the dataset parameters set at runtime are sent to the detail report. For instance, if I drill down from Month to Date, I see that for Vendor “West” the sum of transactions on 2018-07-01 are 81. If I click that link to summon the detail report, it returns the total rows for the Start Date and End Date (1577 rows), rather than for the Date (81) as expected. This behavior is replicated throughout the intersection combinations.
Request:
How do I call up the detail report such that it returns only those rows specified at the resolution of the intersection in its current state? Ie: the sum at Month\Date: Vendor or the sum at Month: Vendor\Terminal or the sum at Month\Date\Hour: Vendor\Terminal….
What is the best method to accomplish the request? My research has not come up with any valid suggestions. I've attempted to use InScope() in the Placeholder Properties expression but can't seem to get it right.
Thanks for your help!
Your thought is correct, you have to use Inscope
Step 1:
For each parameter you use in your main report to call the subreport use an expression like
= Iif( Inscope("matrix1_Terminal"), Fields!Terminal.Value, Nothing)
For numeric parameters (like month number) set a dummy value like -1 because NULL values are not allowed
= Iif( Inscope("matrix1_Month"), Fields!Month.Value, -1)
Step2:
In the subreport change your parameters to accept NULL values (only for strings and dates)
Step3:
On the subreport adjust your query code to handle dummy parameter values
For string or dates
WHERE (terminal = #Terminal or #Terminal IS NULL)
For numeric values
WHERE (month = #Month or #Month=-1)
Important!!
Don't forget to pass to the subreport other parameters needed like filters in the WHERE of the original report
Tip: In the subreport use temporary string parameters for debugging and pass the values of your Inscope expressions
I have built a report which lists all the loans that are available for a specified date range(below is the screen shot of the report).There are a number of filters and data logic involved in pulling this report.The numbers high-lighted in yellow are the total no of loans in each bucket.When the user clicks on the totals I need to open a sub report with all loans falling in that bucket.I have created a sub report which accepts loan numbers as a parameter and set it to allow multiple values. Set the text box properties on the main report to go to the subreport when clicked on the totals.But I am unaware of how to pass multiple loan numbers from the main report to sub report.
Any help would be much appreciated.
What I am currently doing is passing required filters/details to the sub report , so that it can reevaluate. Reevaluating the report takes a lot of of time as there are many condition that need to be evaluated. It would be quicker if I could send the list of loan numbers.
Rather than pass a list, you'll need to pass in enough detail so your subreport can reevaluate and come back with the same set of loans.
This might be a little simplistic but base on your screen show you would pass in the Date Range column value. I'll assume for now (as I have no more information on your data) that the column is just a text column as it appears above.
So you sub-report would accept a daterange parameter and you would pass this as =Fields!DateRange.Value. The subreport would then do something like..
SELECT * FROM myLoansTable WHERE DateRange = #daterange
If there are more parameters set in the main report, you may need to pass those too so your subreport gives the same set of loans as displayed in the main report.
Hope that makes sense.
I've got a table with 5 columns, the first 3 of which allow the user to drill down through the levels of detail. Each of these columns (Region, Country & Office) has an associated Parameter so the user can select the geographic region for their report. Each parameter allows the selection of multiple values.
If the user selects 1 Region, 1 Country and 1 Office it's not exactly ideal for them to then have to expand each selection. Is there an expression I can enter somewhere to state that if only 1 value is entered in a parameter then that data set will automatically show as expanded?
This is in SSRS 2008 R2 if that makes any difference.
In the Group Properties for the detail group you can enter an expression for the initial visibility. Right now you probably have that set to "Hide." The expression needs to return a Boolean and could be something like:
=Parameters!Country.Count <> 1
This will have SSRS hide those rows if more (or less) than one value are selected in the parameter Country
But I have seen some unexpected results with this: test thoroughly. In my experience, BIDS handles these better than SSRS itself, so just when you think you've got it all working, it fails miserably once deployed. (Reason number 14 to have a test folder on production SSRS.)
Requirements are as follows:
Grouping hierarchies should be swappable, for example Country > City > Department and Country > Department > City can be selected by the end user.
For the end user, there should be only one report.
The hierarchy that the user wants can be selected in a parameter value.
The data for the report should only be loaded once, since the query contains cpu intensive calculations.
I'm trying to do this by adding subreports for each hierarchy. Since hidden subreports are automatically loaded, I cannot toggle visibility of multiple subreports, or the data will be loaded twice. The ReportName property of the Subreport does not allow expressions. Can I use custom code to solve this, or what is a viable solution?
There are quite a few ways to do this.
If your dataset is embedded in your report, then I think the simplest way is:
Add your parameter, let's call it GroupingOrder, and hardcode your options: say set the Value to 1 for label of Country > City > Department and value of 2 for Country > Department > City
Add two calculated fields to your dataset within SSRS. (Right click on the dataset name and select "Add Calculated Field...". Name one "MiddleGroupName" and the other "InnerGroupName." Set the Field Source to formulas such as this for MiddleGroupName:
=IIF(Parameters!GroupingOrder.Value = 1, Fields!City.Value, Fields!Department.Value)
Use these calculated fields as normal groups in your report.
For bonus points, set the column titles based on your parameter: the column title for the middle group could be:
=IIF(Parameters!GroupingOrder.Value = 1, "City", "Department")
Another method could involve moving these calculations into the Grouping logic itself.
But I would steer clear of subreports in this case. They tend to hurt performance and create debugging difficulty.