SSRS Sum Amounts with different columns based on an expression - reporting-services

So i am trying to sum columns based on a condition from one group to another.
The first column is the expression that counts how many Meters are in that group by company.
in the photo it shows eight by that company that have a value of meter,
Then to the right is invoice amount
What i need to do is a conditional format for the expression that says if x company has 8 meters what is the total amount for all invoices that = meter.
I have tried a few ways but unable to get the count out of the expression under the column so i know it has something to do with my condition statement and not sure wher it is going wrong any help would be appreciated
=Sum(IIf(Fields!invoiceclass.Value = "METER" and Fields!companyname.Value, Fields!invoiceamount.Value , Nothing), "AR")

Try using:
=Sum(IIf(Fields!invoiceclass.Value = "METER", Fields!invoiceamount.Value,0))
I think you don't need to specify a scope since you want the sum be calculated per instance in the company group and you are using the expression in a cell inside the Company group scope.
Let me know if this helps.

Related

SSRS: Group by matching a pattern

How can I group by based on a pattern in column to calculate the total?
My table has the following columns: CustomerAccount (char30), AccountDesc varchar(200), AccountAmount1 (decimal), AccountAmount2,....., AccountAmount5.
The CustomerAccount is in this format: xxx.xxxx.xxxxx.
Some of the values are:
How do I group the data so any value like xxx.xxxx.31xxx, xxx.xxxx.32xxx, etc is grouped together so I can calculate the AccountAmount like the image below in SSRS report? The highlighted part ranges from 30 to 39:
I am not sure if it would be easier to do it in SQL query, but not sure how.
If your account number is always a fixed length (or more precisely, if the numbers you want to group by are always in the same position) then you can create a row group with the group expression being something like
=MID(Fields!CustomerAccount.Value, 11,2)
If you wanted to group an everything up to that point you could do
=LEFT(Fields!CustomerAccount.Value, 13)
The numbers might be out by one as I can't remember if these are zero or 1 based functions but you'll soon notice that.

How to get overall total in row group

I have a row group in SSRS that calculates totals by each group. However, I would like to get the percentage of each group out of the overall total. However, I do not know how to achieve getting the overall total to work within the same expression.
Right now I have this to get my total of each group:
=Sum(Iif(IsNothing(Fields!ID.Value),0,Iif(Fields!STATUS.Value = "Closed",1,0)))
But I am not sure how to divide that by the overall total. Would anyone have any ideas?
You will need to apply the same expression, but in a different Scope.
e.g. to get the total for the whole Dataset, you will need something like:
=Sum(Iif(IsNothing(Fields!ID.Value),0,Iif(Fields!STATUS.Value = "Closed",1,0)), "DataSet1")
Where DataSet1 is the name of the Dataset used by the Table.
Once you have this new expression, simply divide the Row total expression by the Dataset total expression to get the percentage.

Summing columns in access reports based on other column's text

so I'm using Microsoft access reports and I need to be able to sum only the rows in a column that are designated in a separate column by text. So column A has either a Y or N for every row and I need to sum the numbers in column B that have a Y in column A.
I just don't know how to designate which numbers should be summed using the other column.
Thanks
IIF(A='Y',Sum([B]/[B Grand Total Sum]), 0)
Wouldn't you want to evaluate the A criteria before you SUM anything up?
Honestly in this case I don't think it matters, but in general you will want to do evaluations of criteria before you do any aggregations or you're inevitably decreasing your performance. Also, your results may be inaccurate if you do IIF evaluations of columns outside of the summation.
Sum(Iif([A]="Y",[B],0))/SUM([B]) Should do the trick.
This will add B if A = Y and 0 if A <> Y, then divide that SUM by The overall total of Column B.
You could also do this in the underlying query...

Error in finding sum of a group and Conditional Summing in SSRS Reports

I have an SSRS Report, in the database there is a column by name Total_running_hours.
There are more than one record for a single Cycle_number like more than 1 row with same Cycle_number but different Block_numbers and the value in Total_running_hours field will be same for all the rows with same Cycle_number. Eg. 1 Cycle number with 4 diff block_numbers contain same Total_running_hours for all 4 rows.
Now the problem is, in the group footer if I put this field then it will show the Total_running_hours value only once which is correct, but my final requirement is,
I need to get the sum of this field in the Report footer which need to display the sum group wise. No matter how many rows are there for a single Cycle_number it has to take only once and display the result.
I tried in different ways like
=sum(ReportItems!textbox204.Value) // name of text box in Group footer
Error: Report item expressions can only refer to other report items
within the same grouping scope or a containing grouping scope.
=sum(Fields!total_running_hours.Value,Group_name)
Error: The scope parameter must be set to a string constant that is
equal to either the name of a containing group, the name of a
containing data region, or the name of a data set.
Can any one please help me in getting the sum Group wise
Thank you in advance.
I found solution for this Problem.
We cannot simply sum the Total_Running_hours value as this would give us duplicates and the incorrect answer. We cannot sum the reporting services group as it goes out of scope
There is no SUM DISTINCT available in Reporting Services 2005 so we can't get the distinct value that way.
Since the query may not return a particular Cycle_Number Type we cannot use that as a filter.
The solution found was to add a column of the row number within a windowed set partitioned by the Cycle_Number like this
ROW_NUMBER() OVER (PARTITION BY Cycle_Number ORDER BY Cycle_Number ) AS 'RowNumber'
Then in the reports’ footer total column we put an expression that only takes the first row’s value to sum and converts all other rows to zero in that windowed set.
=SUM(IIF(Fields!RowNumber.Value=1,Fields!Total_Running_hours.Value,0))
After using this if u found any error in textbox like #Error
Then try this
=SUM(IIF(Fields!RowNumber.Value=1,CDbl(Fields!Total_Running_hours.Value),CDbl(0.0)))

Create Sum of calculated rows in Microsoft Reporting Services

This seems like it should be simple but I can't find anything yet. In Reporting Services I have a table with up to 6 rows that all have calculated values and dynamic visibility. I would like to sum these rows. Basically I have a number of invoice items and want to make a total. I can't change anything on the DB side since my stored procedures are used elsewhere in the system. Each row pulls data from a different dataset as well, so I can't do a sum of the dataset. Can I sum all the rows with a table footer? Similarly to totaling a number of rows in Excel? It seems very redundant to put my visibility expression from each row into my footer row to calculate the sum.
A few ways you could achieve this:
1. Do the calculation in the SQL and sum that field, like so:
SELECT Quantity, Amount, Quantity * Amount As TotalAmount FROM MyTable
Then just use the TotalAmount field in your Detail row and sum it in the footer.
2. Create a second Dataset that calculates the total for you and use that in your footer instead of a sum:
=Sum(Fields!TotalAmount.Value, "MyTotalingDataset")
3. Do it using custom code. Right-click on the Layout space choose Properties and click on the Code tab. Put in the following code:
Public Dim TotalAmount As Double = 0
Public Function CalculateRowTotal(ThisValue As Double, ThatValue As Double) As Double
TotalAmount = TotalAmount + (ThisValue * ThatValue)
Return ThisValue * ThatValue
End Function
On the Detail band, make the column where you sum the field have this expression:
=Code.CalculateRowTotal(Fields!Quantity.Value, Fields!Amount.Value)
This will execute the code above and do your calculation plus calculate the total sum in the process.
The Footer band displays the total sum so the column has the expression:
=Code.TotalAmount
And you're done. Just be careful because you aren't guaranteed the order in which your code will execute and for some reports it will execute the footer first (for example, if you use the Sum of the rows in the Detail band) which would make the total zero as the Detail band calculations haven't happened yet, but for the general case this should work.
You could change the db as follows.
Did you know you can get aggregated results in SQL without aggregating the data?
Just add an extra column to the dataset as follows:
,SUM(OrderQty) OVER(PARTITION BY SalesOrderID) AS 'Total'
In the above sample:
OrderQty is the value you wish to sum
SalerOrderID is the equivalent of 'GROUP BY'
You can use the same technique with COUNT, AVG and so on
More information here
http://msdn.microsoft.com/en-us/library/ms189461(SQL.90).aspx
In case you have a problem with the execution order, add a text box below of the table and display TotalAmount in this box.