I am building a report using report-builder 2.0 and i want to change the name of sheet while exporting data from ssrs to excel
Is there any way to change the name of default sheet name to custom sheet name ?
You can name the PageBreak in the properties of whatever it is configured for. For example, I have a report that has 7 different tables with the intent of it being exported to Excel with each table being its own separately named sheet. With the exception of the first table, every table has a page break configured for before the tablix. When I select the tablix, and go to properties, I can then name the PageName to whatever I would like the sheet to be named.
If I were to have the page break occur based on row groups in the tablix, I would select the Row Groups from the tablix, go to properties, and the page break, and then modify the PageName.
I also not found in report builder 2.0 version, I changed pageName by editing report file on 3.0 version cause there available pageName proporty. There is no any conflicts to editing with newer version.
Related
Can Excel render only the visible row groups on a report?
I have a report [SSRS 2017] that has nested row groups on the Tablix.
The child groups are hidden by default, toggled by a report field. When you run the report, the default view displays just the summary rows.
Folks naturally try to export this to Excel (to work with just the summary rows) and of course When they export to Excel (collapsed or not) they get the grouped child rows:
Is there any way for SSRS to suppress hidden row groups when exporting to Excel (while still having a working toggle on the web version of the report)?
My fallback is to duplicate the report, remove the child row groups altogether, and just link to the "simplified" version of the report for that purpose.
thanks!
I haven't done this before but I have seen the theory for this once.
You would want to add an extra column and use it as the Toggle Item. Then set the visibility for the new column based on whether it's an EXCEL export.
=IIF(Globals!RenderFormat.Name="EXCEL" or Globals!RenderFormat.Name="EXCELOPENXML", True, False)
I haven't seen it work, so I don't know if will work the way you want.
The solution above does not work if you want to hide detail rows shown by drilling down.
For this case there's another way:
Create a boolean parameter to "suppress details" for example ExcelHide.
Create a copy of the tablix you want to hide the details from.
Set visibility parameter of the ORIGINAL tablix to the value of the parameter. This will HIDE this tablix when the parameter is true.
Set visibility parameter of the COPIED tablix to the negated value (not ExcelHide) of the parameter. This will SHOW this tablix when the parameter is false.
On the COPIED tablix, hide all elements you do not want to export to Excel.
When the report is run you set the parameter so you can show the details for regular operation and hide elements to allow successful export to Excel.
Almost there! I achieved this by setting the DataElementOutput property in my Tablix to "NoOutput", then prefixing the following to any fields in the rows I wished to exclude from my CSV export:
=IIf(Globals!RenderFormat.Name="CSV",Nothing,[YourValue])
Hope this helps folk and thanks [#Hannover Fist].
My SSRS Report has two 'pages'.
The first page [run time] shows a Text Box with the Criteria used for returning data.
The next page[s] has all the data.
I have given the Tablix Member for the Data pages the Page Name of 'Detail'.
When the report is exported to Excel, it is displayed on two Sheets.
The first Sheet [with the Criteria] is named "Sheet1".
The second Sheet [with all the Detail Data] is named "Detail" - which is how I want it.
How do I get the First Sheet [... currently being named "Sheet1"] to be named 'Criteria' when it is exported to Excel?
Can I use an Expression somewhere that says something like this:
IIf (PageNumber = 1, "Criteria", "Detail")
?
Thanks in advance!!
You don't actually need a conditional expression for this. You can use the PageName property to control the sheet names. You can give each table a separate page name. If there are no tables on the first page, insert a rectangle and give that a page name. In the Report properties there is also an InitialPageName you can use for the first page. Lastly, make sure that you do have a PageBreak defined, don't just let it roll over to the next page based on the height.
I have put page breaks in my SSRS report. When report imported to Excel, report is divided into different sheets according to page breaks. Is it possible somehow name those sheets? Thanks for assistance.
You can easily change the tab name by setting the "Page Name" field on the properties sheet of the group (in this example "Buyer") that is providing the page break.
You can't do that with standard SSRS, but I know you can do it with OfficeWriter by SoftArtisans.
It's a proprietary application which isn't cheap, but it let's you create a template in Excel which you can then export the report into. You can do stuff like create charts and pivot tables as well which get populated automatically.
We have used their product and it works well. Their app can also be used to generate other Office artifacts such as Word docs.
(BTW I have no affiliation with SoftArtisans)
But how can I Name each tab with different names?
As Randy pointed out, the PageName is used to name tabs when a report is exported to Excel. Normally you would use a field name for the PageName expression.
If your page breaks are due to a Group, you would probably want to use the name of the group as the PageName. For instance, if you had a report of sales by customer with a separate tab for each customer, you would probably want to use the customer name field as the PageName expression.
=Fields!Customer_Name.Value
If you add the left(buyer,5) etc..into your dataset, put this as the initial group in your report then (page break between each instance of a group) and also use this field as the page name..should do the trick
Navigate to the tablix properties. Type the "SheetName" you need under "PageName" expression. It is better to assign this property from a Global variable, but if you need a custom set name for each of your Excel tabs, this is the way.
I'm using SQL Server Data Tools 2012 (Visual Studio 2010) and have a multi-tab report that does a page break on each combination of SalesTerritory and ProductType.
I can label the worksheet tabs of the resulting downloaded Excel spreadsheet by adding a group-level PageName property expression in the Properties window that concatenates the two current grouping criteria values:
=Lookup(Fields!SalesRegionID.Value, Fields!SalesRegionID.Value,
Fields!SalesRegionCode.Value, "SalesRegion") + " " +
Lookup(Fields!ProductTypeID.Value, Fields!ProductTypeID.Value,
Fields!ProductTypeName.Value, "ProductType")
What I'd like to do now is add the same string to the page header of each report page. I can't simply add the above expression in a text box since "field references outside of a data region must be contained within aggregate functions which specify a dataset scope."
So, how do I scope the references in order to display the same string on both current tab
and the page header of each worksheet?
It turns out that the PageName property that I assigned at the group level is also available as a global field. If you add a text box to the page header and open its expression dialog, you will find a field in the Built-in Fields category called "PageName". Double-clicking this will add the following expression:
"=Globals!PageName"
That does it!
Whenever a single page report is exported to excel, sheet in excel is named by the report name.
If a report has multiple pages, the sheets are named as sheet1, sheet2,....
Is there any way to specify sheet names in SSRS 2005 ?
solution:
Found this after some googleing:
Changing the Sheet names in SQL Server RS Excel: QnD XSLT
Will try out and post an update if it works.
Necromancing, just in case all the links go dark:
Add a group to your report
Also, be advised to set the sort order of the group expression here, so the tabs will be alphabetically sorted (or however you want it sorted).
'Zeilengruppe' means 'Target group'
'Gruppeneigenschaften' means 'Group properties'
Set the page break in the group properties
'Seitenumbruche' means 'Page break'
'Zwischen den einzelnen Instanzen einer Gruppe' means 'Between the individual instances of a group'
Now you need to set the PageName of the Tablix Member (group), NOT the PageName of the Tablix itselfs.
If you got the right object, if will say "Tablix Member" (Tablix-Element in German) in the title box of the properties grid. If it's the wrong object, it will say only "table/tablix" (without member) in the property grid's title box.
Note: If you get the tablix instead of the tablix member, it will put the same tab name in every tab, followed by a (tabNum)! If that happens, you now know what the problem is.
To export to different sheets and use custom names, as of SQL Server 2008 R2 this can be done using a combination of grouping, page breaks and the PageName property of the group.
Alternatively, if it's just the single sheet that you'd like to give a specific name, try the InitialPageName property on the report.
For a more detailed explanation, have a look here: http://blog.hoegaerden.be/2011/03/23/where-the-sheets-have-a-name-ssrs-excel-export/
In SSRS 2008 R2 use PageName property of page group:
http://bidn.com/blogs/bretupdegraff/bidn-blog/234/new-features-of-ssrs-2008-r2-part-1-naming-excel-sheets-when-exporting-reports
To add tab names while exporting to excel, I used the following method:
On the report design window, select the tablix object.
Open properties window of the tablix object.
Add the required tab name to the PageName property.
Run the report
Export the report to Excel.
Now the worksheet name is the same as the PageName property of the tablix object.
Put the tab name on the page header or group TableRow1 in your report so that it will appear in the "A1" position on each Excel sheet. Then run this macro in your Excel workbook.
Sub SelectSheet()
For i = 1 To ThisWorkbook.Sheets.Count
mysheet = "Sheet" & i
On Error GoTo 10
Sheets(mysheet).Select
Set Target = Range("A1")
If Target = "" Then Exit Sub
On Error GoTo Badname
ActiveSheet.Name = Left(Target, 31)
GoTo 10
Badname:
MsgBox "Please revise the entry in A1." & Chr(13) _
& "It appears to contain one or more " & Chr(13) _
& "illegal characters." & Chr(13)
Range("A1").Activate
10
Next i
End Sub
There is no direct way. You either export XML and then right an XSLT to format it properly (this is the hard way). An easier way is to write multiple reports with no explicit page breaks so each exports into one sheet only in excel and then write a script that would merge for you. Either way it requires a postprocessing step.
I was able to get this done following more complex instructions suggested by Valentino Vranken and rao , but here is a more simple approach , for a more simple report . This will put each table on a separate sheet and name them in Excel . It doesn't seem to have an effect on other exports like PDF and Word .
First in the Tablix Properties of of your tables under General , check either Add a page break before or after , this separates the report into sheets .
Then in each table , click the table , then in the Grouping view , on the Row Groups side , select the parent group or the default row group and then in the Properties view under Group -> PageBreak set BreakLocation to None and PageName to the sheet's name .
The Rectangle method
The simplest and most reliable way I've found of achieving worksheets/page-breaks is with use of the rectangle tool.
Group your page within rectangles or a single rectangle that fills the page in a sub-report, as follows:
The quickest way I've found of placing the rectangle is to draw it around the objects you wish to place in the rectangle.
Right click and in the layout menu, send the rectangle to back.
Select all your objects and drag them slightly, but be sure they land in the same place they were. They will all now be in the rectangle.
In the rectangle properties you can set the page-break to occur at the start or end of the rectangle and name of the page can be based on an expression.
The worksheets will be named the same as the name of the page.
Duplicate names will have a number in brackets suffix.
Note: Ensure that the names are valid worksheet names.
You could use -sed- and -grep- to replace or write to the xml header of each file specifying your desired sheet name, e.g., sheetname1, between any occurrence of the tags:
<Sheetnames>?sheetname1?</Sheetnames>
While this usage of the PageName property on an object does in fact allow you to customize the exported sheet names in Excel, be warned that it can also update your report's namespace definitions, which could affect the ability to redeploy the report to your server.
I had a report that I applied this to within BIDS and it updated my namespace from 2008 to 2010. When I tried to publish the report to a 2008R2 report server, I got an error that the namespace was not valid and had to revert everything back. I am sure that my circumstance may be unique and perhaps this won't always happen, but I thought it worthy to post about. Once I found the problem, this page helped to revert the namespace back (There are tags that must also be removed in addition to resetting the namespace):
http://beatheadagainstwall.blogspot.com/2011/03/invalid-target-namespace-when-deploying.html?showComment=1440647962263#c5741523651495876761