Make toggle column subtotals in SSRS behave like pivot table subtotals - reporting-services

I've set this report up with expandable groups in the same header column and the detail in the data column of the table.
Is there a way to make each header row's subtotal disappear when the next level down is expanded, just like Excel pivot tables do when you click the expand control?
So when 2014 expands to show the months, that overall total against 2014 goes away, when January expands into the territory level that figure goes away and so on?
My sub totals are just sum's of the data at each level of the grouping like so;
I guess I'm thinking either cell visibility properties or even setting the font colour with an expression based on whether or not that row is expanded. I just can't figure out if you can write an expression based on something being "toggled on or off" in SSRS.

Related

Display nested headers dynamically in SSRS?

Is it possible to create a nested set of headers in a Tablix in SSRS.
Such that in the first level grouping (Source), it shows a header of Count and a value for the total count of that group (source).
If you expand out the Source group, it would display the values inside the group, with a header that only displays when you expand the group?
I cant seem to nest the groups correctly. Do i need to use additional Total rows within the group?
If I've understood correctly, the easiest way is to build the report fully expanded with all the detail (and the totals you want to see when expanded).
Right-Click the row header, choose properties and set the row visibility for the rows you want to hide to hidden
Finally, in the same dialog, set the 'Display can be toggled by this report item' to the textbox you want to click when expanding the group.

Print all group footer rows on the next page if they won't all fit on the first page

I have a purchase order form in SSRS. It's grouped on the Purchase Order number. There are four rows in the group footer for totals.
Is there a way to keep all rows in the footer together? That is, if all of them won't fit on the page, that all of them will be printed on the next page.
You have two ways of attempting to accomplish this. Using the KeepTogether property for the selected rows or the entire group
Or when SSRS inevitably doesn't do what you want it to do, you can do the ole Rectangle and Textbox trick. Insert a row above the subtotal that is also a group footer. Then insert a rectangle. Once you do this, you can insert a bunch of text boxes and move them freely around and structure them in the same way you had them formatted the 4 separate rows. It would look something like the below. With this way SSRS couldn't split the row onto multiple pages because its all in the same row. For insurance purposes check the KeepTogether box for this row as well.

Combining Cells in Locally Rendered Microsoft Report

I have a basic Tablix in my report that currently renders as follows:
These are steps in a manufacturing process with the clock number of the person who performed them with date performed in the last two columns. However, sometimes steps are combined and performed together. In the example above, steps 10-20 are performed together, and 30-40 are performed together. So I would really like the report to be rendered like this:
I do have a column in my data called "StepRange" which in the above example would be "10-20" for the first two rows and "30-40" for the third and fourth rows. So when the value of StepRange is alike, I know those rows are performed together and henceforth the last two columns should be combined. My example shows only two rows being combined at a time, but it could be any number.
How can I make my report look like the second example above instead of the first?
Single Tablix Method
Rather than literal conditional merging, you can set the border style of a textbox using an expression to achieve a similar effect. There are a few steps, but none of them are particularly involved.
Create a parent group for StepRange. Do not add a header or footer, and delete the added column without removing the group.
Make sure that your properties panel is visible on the right of your screen. If not, check the "Properties" checkbox under the View ribbon.
Click on your first detail TextBox and expand the "BorderStyle" property. Set the "Top" property to the following expression:
=IIF(RunningValue(Field!Step.Value,CountDistinct,"StepRange")>1, "None", "Solid")
Set the Bottom property to "None".
Set the expression of the detail TextBox itself.
Replace FIELDNAME with the appropriate field:
=IIF(RunningValue(Field!Step.Value,CountDistinct,"StepRange")>1, "", Field!FIELDNAME.Value)
Repeat this process for each detail TextBox.
You may need to create a dummy row at the bottom with a black top border if you do not have a summation row. (optional)
The expression only evaluates to "Solid" for the first Step value within each StepRange group, so subsequent rows do not have a top border and appear undivided.
Nested Tablix Method
Using a nested Tablix is more straightforward. I have had some issues with them, including some rendering hiccups. But in a report this simple that may not be an issue at all.
Set up your main Tablix to group on StepRange.
Either clear or add a column to the left for the individual steps.
Select "Insert Table" from the toolbar and click on the empty cell.
Set the cells to your step and operation fields and delete the extra column.
The result should look roughly like this:
By default the inner Tablix will be detail grouped. If your detail rows are more granular than the "Step" field, go to the properties of the "(Detail)" group and add a Group Expression for Step.
You can also delete the inner header row if you don't want to see it repeated in the report.
This results in the employee fields actually being merged and spacing properly. If you don't use an aggregate function on those fields, their value will be that of the first row returned internally. Which is moot if their values are uniform across steps.

How do I make a column in a report wrap and/or break in multi-column report?

I have a report where I've specified the Columns property to 3.
I want the data I have from a single query to spread across these columns.
When I print the report however, I just get a single column that spans across multiple pages till the rows run out of data.
How do I tell rs that I want the data to wrap into the next two columns?
UPDATE: Ok, found a link on technet to give me a better explanation of multicolumns (e.g. newsletter style):
Multicolumn, newsletter-style reports
display report data down multiple
adjacent columns. A newsletter-style
layout applies to the entire report.
When you define more than one column
in a report, Report Designer
calculates the width of the columns in
the report, the width of the report,
and the width of the space between
columns based on the number of
columns. It then displays a reduced
design surface so that you can place
report items on the report that will
fit within the column. Note that the
layout of the entire report must be
placed on the reduced design surface.
Additional columns are displayed so
that you can verify that the number of
columns you defined will fit the page
size dimension. You can adjust page
size, padding, and margins to fit more
columns on the page.
Only PDF and Image renderers support
newsletter-style reports.
I still haven't quite figured out how to make the column wrap...but I'll look into it further on Monday.
I addressed my issue by:
Putting 3 Tablix in my SubReport
Adding a Count Aggregate in my SQL results
Doing % calculations in the Tablix filters
For example, Tablix one has a filter formula like this:
=IIF(Fields!MaxRowNumber.Value <= 10, 10, Fields!MaxRowNumber.Value * .4)
So, if only ten rows are returned, display those ten rows in column 1. If more than ten rows appear, then put 40% of the results in Tablix 1.
I do similar calculations for Tablix 2 and 3 to display the 30% in each Tablix respectively.
Feels like a bit of a hack...but it works.
So one approach is to use multiple tablix with a filter that checks RowNumber and accordingly displays particular records in each table.
The other way is called Newsletter-style report (link). This formatting is retained only when report is exported as PDF or Image. It can be previewed only when you select 'Print Layout' on the Preview tab in Visual Studio. Here is an example:
Create a new report with the foll. dataset: SELECT ID,NAME FROM TABLENAME
Add a new table to the report and select the ID and Name as columns
Click on the tablix and press F4 to edit the tablix properties. In the properties window, change the Size - set the width to 2in
Click on the report area outside the report page boundary and press F4 to edit the report properties. In the properties window, change the Column value to 3, and column spacing value to 0.1
On the report scroll to the right hand side, you will notice that there are 2 new columns (so totally 3 columns on the report - because you selected 3 in step 4 above). Now click on the margin at the start of the column 2 and pull it further to the left to bring it as close to the column 1. This is only to reduce the need for huge page size.
Right click on the report area outside the report page boundary and select Report Properties. Change the Page Size - Set the width to 10in
Preview the report. Now select the 'Print Layout' tab to see the result. This formatting is retained only when report is exported as PDF or Image.
As noted in points 5 and 6 - since the report body flows into multiple columns, you must ensure that the page size is at-least equal to -> ([Original report body size times the number of columns] + all the column spacing values). Otherwise it will look messy.

group devider in reporting service report

My SSRS report is using groups to divide the data in group. I would like to have a line separator at the last row of the group. I did hide the group footer and header since it gives me an extra row when render the report to excel, So the bordering of group header or footer for this is not working. I wanted to avoid the extra rows in excel. Is there any other way I can try to get this done?
Probably the most powerful thing about Reporting Services is the ability to use expressions for any object property. Couple this with the out-of-the-box Previous function which allows you to access the previous value of a field and you have a solution.
Select the entire Detail row. Expand the BorderStyle property and enter the following code for the Top property (assuming we want a line separating all the departments):
=IIF(Previous(Fields!Department.Value) <> Fields!Department.Value, "Solid", "None")
This compares the previous value of the Department field with the current value and if they are different, it makes the Top border of this detail row to be Solid.
While this puts a line at the top row of next group rather than the bottom row of the previous group, it is visually and functionally equivalent to what you are after with the benefit of being really easy to implement.