I have a report with a grouping of Category which each present their own totals lines. I would like to subtract the total of one group from the total of a separate group.
Group Clients Revenue ATC
Called 1000 50000 50.00
Control 100 1000 10.00
Here is what I want to do:
Variance 900 49000 40.00
Keep in mind that the called and control are already set as a grouping and there is underlying data that can be expanded to show each store's data.
Any suggestions would be helpful.
Thanks,
Scott
If you want to get the variance I assume you only have two groups.
Try this for Clients:
=Sum(IIF(Fields!Group.Value="Called",Fields!Clients.Value,0))
-
Sum(IIF(Fields!Group.Value="Control",Fields!Clients.Value,0))
This for Revenue:
=Sum(IIF(Fields!Group.Value="Called",Fields!Revenue.Value,0))
-
Sum(IIF(Fields!Group.Value="Control",Fields!Revenue.Value,0))
And this for ATC:
=Sum(IIF(Fields!Group.Value="Called",Fields!ATC.Value,0))
-
Sum(IIF(Fields!Group.Value="Control",Fields!ATC.Value,0))
Let me know if this helps.
Related
pnr mnd pris
1 1 600
1 7 900
2 1 600
2 7 600
3 1 40
3 7 40
I have trouble how to sum specific rows on the columns. Looking at the above, the table is called travel and it has 3 columns:
pnr - Personal Number
mnd - Month
Pris - Price
So what I want is to sum total of the price for the a specific month, so in this case, it should be 1240 USD and month 1. For the month 7, it should be 1540 USD.
I have trouble to do the query correct. So far from I have tried is this:
SELECT t.rnr, t.mnd, SUM(t.pris)
FROM travel AS t
WHERE t.mnd = 1
The result I get is 3720 USD which I have no idea how the SQL managed to calculate this for me.
Appreciate if someone could please help me out!
For this you need to drop the pnr column from the output (it is not relevant and will cause your data to split) and add a GROUP BY:
SELECT t.mnd, SUM(t.pris)
FROM travel AS t
WHERE t.mnd = 1
GROUP BY t.mnd
Live demo: https://dbfiddle.uk/?rdbms=mysql_8.0&fiddle=b34ec2bb9c077c2d74ffc66748c5c142
(The use of an aggregate function without grouping, as you've got now, is not a standard SQL feature and can often be turned off in MySQL. If turned on, you might not always get the result you expected/intended.)
just group your result with mnd column
SELECT t.mnd, SUM(t.pris)
FROM travel AS t
group by t.mnd
I have a SQL Server Report Builder tablix report that evaluates sales activity over time.
Rows by company, columns are grouped by date. Something like this:
2015 2016 2017
Company1 10 12 1
Company2 6 5 0
Company3 8 10 7
(The report also expands columns into months)
I would like to add a column, or color a background, calculated based on the average of each year's totals. For example, Company1 averages 7.6/year if I include 2017. I would like to be able to say that 2015 was 131% of average, 2016 was 157% of average, and 2017 is 13% of average. Bonus points if I can exclude the current year from the average.
The result might look something like this:
2015 2016 2017
Company1 10 (131%) 12 (157%) 1 (7.6%)
Company2 6 (%%) 5 (%%) 0 (%%)
Company3 8 (%%) 10 (%%) 7 (%%)
Since the source data has one sale per row, and the tablix is what's creating the grouped count by date, I can't seem to just run an average, which just gives me "1", due to the fact that I'm counting on a count column. The source data looks something like this:
CompanyName Date SalesRep Amt Count
Company1, 1/1/2015, salesrepname, 50000, 1
Company1, 2/1/2015, salesrepname, 20000, 1
Company1, 3/1/2015, salesrepname, 50000, 1
Company1, 4/1/2015, salesrepname, 10000, 1
Company1, 5/1/2015, salesrepname, 5000, 1
...
How do I go about getting the average of each year?
If you were just grouping on Company and Year you could override the scope of your aggregates with a group name. However, SSRS doesn't have a way to specify combinations of groups. So in your case you will need to make those sub-calculations available another way. It is usually best to do that in the SQL. You can either add a subquery to your existing query (preferred) or add an additional dataset. If you use a separate dataset you'll also have to match up the values with a Lookup function.
If you try to come up with an elaborate workaround like custom code or referencing textboxes it is going to become difficult to maintain and will be very inefficient.
wouldn't a formula like this work?
=sum(Fields!count.Value)/
(sum(Fields!count.Value,"Year")/countdistinct(Fields!CompanyName.Value,"Year"))
assuming your column group name is Year.
at the moment I have two tables. I have one table that displays loan summaries.
Loan Client Balance
11 Bob 100000
20 Steven 100000
33 Michael 100000
I need to enhance this table by adding Loan.Notes
Loan Client Balance
11 Bob 50000
2015-05-06 - Bob came into the office and said we should expect late payments
20 Steven 100000
2015-05-06 - Steven came into the office and he will pay this friday
2015-05-06 - Steven came into the office and said we should expect late payments
33 Michael 700000
The Notes section has two columns, Date of note and the Note.Subject. May I ask how do I add in the notes section onto the tablix?
First you need to create the query joining Loan with the 'LoanNotes'.
In your main table group by Loan. In the header of that group show Loan #, client and balance.
In the Detail section based on your requirements merge the column and show the Notes Data. In the following case I merged three columns and created a expression as =Fields!NoteDate.Value & " - " & Fields!Subject.Value
Now when you run the report you will get the data as you want.
Optional: In the case where there is no note you will need to write an expression in visibility tab to hide your detail row
=IIF(CountRows("LoanGroup") = 1, True, False)
OR
=CountRows("LoanGroup") = 1
The best approach for this is to combine the tables into one datatable joining on a similar key.
You can join the tables in your dbms by using queries to create a new view. or you could use this DataSet JOIN Helper.
You can then group in your Tablix as you see fit.
Another solution would be to add multiple DataSets within the same report.
Using multiple datasets in RDLC
I am working on a ssrs report with column grouping. the followin is my scenario.
Matrix 1:
ID 2012 2013
1 20 40
1 30 50
Total 50 90
Matrix 2:
ID 2012 2013
1 60 70
1 60 80
Total 120 150
I need the sum of matrix1 and matrix2 like below:
ID 2012 2013
1 170 240
But I got the result like :
ID 2012 2013
1 410 410
I have applied column grouping in all the 3 matrices and gave the expression to get sum for matrix 3 as: =Sum(Fields!amount1.Value, "dsmatrix1") + Sum(Fields!Tamount1.Value, "dsmatrix2")
Please help me to get a solution for this.
Thanks!
I think I know what's going on. Correct me if I'm wrong.
Based on what I'm seeing, I'm guessing that Matrix 1 and Matrix 2 only have three fields each, an ID field, an amount field (being "amount1" or "Tamount1"), and a year field.
Your column grouping is manipulating the display of the data to show all values broken out by year. This works fine when looking at data from a single dataset. However, your formula is specifying that the sum of everything in the Amount1 field of dsmatrix1 and the Tamount1 field of dsmatrix2 should be added. This does not take into account the column grouping. Your expression is essentially taking all of the values from both datasets and adding them together.
Not knowing more about your query structure or how the data is filtered, my best guess is that you need another SQL dataset. In this case, you would take the queries from your two previous datasets and union them with the "Union All" command. Note that you will want to use Union All and not just Union. More on that here: What is the difference between UNION and UNION ALL?
Your end result should look something like this:
--This will be your dsmatrix1 query copied and pasted
Select ...
Union All
--This will be your dsmatrix2 query copied and pasted
Select ...
--Place one single Order by clause at the bottom
Order by ...
Note: for your two queries to be unioned properly, you'll need to make sure that each have the same number of fields, each with the same data types. Then you can point your third matrix to the new dataset.
Hope that helps!
I am developing an SSRS report with the following dataset. There is a filter for 'Period'. It is a multi-select filter. Data is grouped by 'Account' field. I need to display Total Expense for each group (which was easy). I also need to display 'Budget' on the same group level. The problem is the budget data is redundant - see below.
Say for the first group (Account=100 AND Period=201301), Sum([Budget]) would generate 200, which is not true. I can use the Average function which helps if user selects only one Period from the filter. If they select multiple values (e.g. 201301,201302) then the average will be (100+100+150+150)/4=125, which would be wrong because it has to be 100+150=250. I don't want to average among all rows in the returned dataset.
ID Account Period Expense Budget
1 100 201301 20 100
2 100 201301 30 100
3 100 201302 10 150
4 100 201302 40 150
5 200 ...................
So, how do I write an expression to make this happen?
A dirty workaound would be to eliminate redundant values in the Budget column so I can safely use Sum([Budget]) w/o worrying about duplication. The updated dataset would look like this:
ID Account Period Expense Budget
1 100 201301 20 100
2 100 201301 30 NULL
3 100 201302 10 150
4 100 201302 40 NULL
5 200 ...................
Please advice for either approach. Thank you.
The most elegant way is to use the FIRST() aggregate function.
=FIRST(Fields!Budget.Value, "MyAccountGroupName")
There are some situations where this won't work. Then you need to move the logic to your query as you describe or you can get fancy with embedded code in your report.
I would follow your "dirty workaround" approach. You might possibly be able to achieve the result just inside SSRS with some fancy calculations, but it will be totally obscure.