How to Sum the aggregates of a child group - reporting-services

This should be easy, but I am stuck.
I have a table listing some figures about Qualifications - to achieve which a dataset that is essentially a row per Student is being grouped on Qualification with a Parent Grouping on "Measure" (which is just a bucket of qualifications).
One of the columns is trying to work out the number of students (well, more properly the number of students with a value in a particular field, weighted by another field) in each Measure/Qualification. In the screenshot below, it's the "Pred. Avg" column on the right hand side.
So for the Qualification Row Grouping, that column is calculated by:
=CountDistinct(Iif(IsNothing(Fields!AVG_PTS.Value) = False, Fields!Learner_ID.Value, Nothing), "Qual") * Lookup(Fields!Qual_Code.Value, Fields!Qual_Code.Value, Fields!size.Value, "DS_KS5Nationals_LKP")
This works fine - the values of 35 and 11.5 in that rightmost column are correct for those rows. What the top row should be doing is simply adding up the values in the other rows to give me the number of students in this Measure, in this case to give 46.5. To do that the expression I am using is:
=Sum(CountDistinct(Iif(IsNothing(Fields!AVG_PTS.Value) = False, Fields!Learner_ID.Value, Nothing), "Qual") * Lookup(Fields!Qual_Code.Value, Fields!Qual_Code.Value, Fields!size.Value, "DS_KS5Nationals_LKP"), "Measure")
However as you can see in the screenshot, this returns 2917 instead.
So my question is; Why doesn't that work, and given that it doesn't work how can I, within a parent group, aggregate the results of aggregates inside a child group?
EDIT:
OK so, I have determined that the following works correctly:
=Sum(CountDistinct(Iif(IsNothing(Fields!AVG_PTS.Value) = False, Fields!Learner_ID.Value, Nothing), "Qual"), "Measure")
The problem there is that the Qual row that returns 11.5 is weighted to 0.5. I.E. it actually returns 23, and the Lookup(Fields!Qual_Code.Value, Fields!Qual_Code.Value, Fields!size.Value, "DS_KS5Nationals_LKP") is for that row returning 0.5 and altering it to 11.5...so the question becomes; "how do I force that ...*Lookup(Fields!Qual_Code.Value, Fields!Qual_Code.Value, Fields!size.Value, "DS_KS5Nationals_LKP") into the "Qual" scope, like the CountDistinct() is already in?

The issue here is that you're trying to aggregate values using that Lookup function which only returns one value. There are a couple ways you could go about doing this. One option would be to use the LookupSet function to get the applicable weightings. An even better option is to combine the data in your dataset so that the weighting is available without using a lookup. That way the function can recalculate an any grouping level without you having to force a scope on it. Also, CountDistinct ignores "Nothing" so you can do without the extra IIf statement. Hope that helps.

Related

SSRS - add percentage of total?

I am just starting out in SSRS and have a dataset that looks like the below.
I have built this in a matrix table like so
I want to show what percentage each of the rows total is of the grand total, so for the attached image I would want to show what percentage 35 (counselling calls) is of 47 (total) and what percentage Legal calls (12) is of total (47)
I have tried =Fields!Calls.Value/sum(Fields!Calls.Value) but that just gives me 100% for both?
Would appreciate any help
You need to specify the scope of your SUM() expressions.
I'll briefly explain how scopes work and then get to the answer.
SSRS always evaluates an expression based on it's scope which is usually defined by the physical location of the expression within table/matrix. As you can see from your design all 4 textboxes show the same expression, [SUM(Calls}] which in fact is actually =SUM(Fields!Calls.Value). However they give different results because the scope of each is different. The first is in the category rowgroup and the month column group for example, the second one is in the category row group but in the total month group, and so on...
OK, now to the answer !
Assumming
your rowgroup is called 'CategoryGroup` (you will see the name in the rowgroup panel under the main designer)
your dataset is called DataSet1
You expression should be
=SUM(Fields!Calls.Value, "CategoryGroup") / SUM(Fields!Calls.Value, "DataSet1")
This basically reads..
Take the sum of the call column for all rows that are within the current CategoryRowgroup and divide by the sum of the call column across the whole dataset.
Notes
The scope names must be enclosed in quote and are case sensitive
The scope names must match either a row or column group, or a dataset name exactly.
the , "CategoryGroup" scope argument can probably be omitted as this should be the scope of the textbox anyway.

How to properly set a SUM AGGREGATE on a group-level column

I have a SSRS report, and I'm trying to sum one of the columns.
The first column is a countdistinct(field1) and works perfectly.
The second column is in the same group as the first. When the first expands, the second column is part of the first group.
I'm trying to get the value here 24 in the group total.
if I perform a [SUM(CDEC(FIELD2.value))] it results in 72 because technically the 12 is repeated through all six records.
[SUM(MAX(FIELD2.value))] results in a 12, because the MAX() function gives max value of ALL the records.
How do I get 24, here?
Thanks
UPDATE #1.
here's the field setup for those columns
Someone mentioned using a scope in my sum(). How do I determine what my scope is? Thanks!
You have to add the scope in the sum expression in your tablix otherwise it always takes the dataset data. Let´s say you have a dataset (Dataset1), with the fields SalesOrder, SalesPrice. If you group now in your tablix by SalesOrder (GroupingBySalesOrder) you can add different scopes for the aggregate functions:
=Sum(Fields!SalesPrice.Value) 'This takes the Default scope "Dataset1"
=Sum(Fields!SalesPrice.Value, "Dataset1") 'The same result like above
=Sum(Fields!SalesPrice.Value, "GroupingBySalesOrder") 'The scope is now your grouping. Different result like the other two

SSRS - Find first occurrence within row group where condition holds and display value

I need to get the first value within a large data-set, based on a row group where the condition holds true.
I.e: Get the First Value Where Deal Name is "ABC" and Type = "main" within a row group (scope) of a entire dataset.
I tried the following:
=IIF(Fields!DealName.Value="ABC" AND Fields!Type.Value="Main", First(Fields!DealValue.Value, "Deal"), NOTHING)
There are 3 records with distinct values for Deal Values.
In this scenario, it is picking up 0, when it should have picked up 4946.
Can I have the entire if statement in a scope?
Help would be immensely appreciated.
If I understand it right, you want to get first value based on if condition. Then you can use LookUp
Lookup(1, IIF(Fields!DealName.Value="ABC" AND Fields!Type.Value="Main", 1, NOTHING), Fields!DealValue.Value, "DateSetName")

SSRS - I want to add a filtered expression for a calculation

--
I would like to add and expression that calculates a value based on a certain value. I have a dataset with the name DSSPend that has to columns one is the Area and the other spend. Now I would like to calculate the spend based on certain area values.
I tried something like this but does not seem to work
=Iif((Fields!Area.Value, "DSSSpend") IN ('New York','Miami','Texas') = SUM(Fields!Spend.Value, "DSSSpend"), 0)
=sum(iif((Fields!Area.Value = "New York" or Fields!Area.Value = "Miami" or Fields!Area.Value = "Texas"),
CDec(Fields!Spend.Value), CDec(0)))
There is no IN operator in SSRS expressions. You can achieve the same goal by using OR.
Also, your SUM aggregation needs to go outside the IIF. Your expression would evaluate the first record only rather than going through each record in the dataset and then aggregating. The expression I have written above goes through the entire dataset, summing either the value in the Spend field or 0, depending on the value of Area.
Update: If you were getting an error before, it was probably because it wasn't seeing your amounts as numbers. By converting them explicitly, you should get around this issue.

How do i represent an unknown number of columns in SSRS?

I'm working on a rather complex report in Sql Server Reporting Services. My SP returns a dynamic number of columns each of which are dynamically named.
Basically think of a time keeping application. Each column that is dynamic represents a time bucket that time was charged to for that team. If no time was charged to that bucket for the period of time the report covers it doesn't show. Each bucket has its own identifier which i need to be the column headers.
I have an SP that returns this all. It does it by doing a bit of dynamic SQL with an exec statement (ugly i know but I'm on SQL 2000 so a PIVOT option wouldn't work)
I can have an indefinite number of buckets and any or all might show.
I found this - http://www.codeproject.com/KB/reporting-services/DynamicReport.aspx - which is helpful but in the example he has a finite number of columns and he just hides or shows them according to which ones have values. In my case i have a variable number of columns so somehow i need the report to add columns.
Any thoughts?
As long as you know a maximum number of columns, it's possible to do this after a fashion.
First, name the columns with a result from your query, so you can either pass it in to the query or derive it there. Second, just build out the report as if it had the maximum number of columns, and hide them if they are empty.
For example, I had to build a report that would report monthly sales numbers for up to a year, but the months weren't necessarily starting in January. I passed back the month name in one column, followed by the numbers for my report. On the .rdl, I built out 12 sets of columns, one for each possible month, and just used an expression to hide the column if it were empty. The result is the report appears to expand out to the number of columns needed.
Of course, it's not really dynamic in the sense that it can expand out as far as you need without knowing the upper bound.
This can be done. I did this and it works fine.
You don't have to know the maximum number of columns or show and hide columns in my approach. Use a matrix and modify your sp to return dynamic data to the structure mentioned in this blog post http://sonalimendis.blogspot.com/2011/07/dynamic-column-rdls.html
Build 2 related Datasets, first one for the report content, and the second one for the list of its column labels.
The Dataset of the report content must have a fixed number of columns and name. You can allocate some maximum number of columns.
In this example I have the first 2 columns as fixed, or always visible, and a maximum of 4 columns to be displayed by choice through a multivalued parameter, or depends on the query conditions. And as usual, we may have a total as well. So, it may look like this:
Fixed01, Fixed02, Dyna01, Dyna02, Dyna03, Dyna04, Total
The second Dataset with its values will look like this:
Name Label
---- -----
Dyna01 Label01
Dyna02 Label02
Dyna03 Label03
I have omitted the 4th Label to demonstrate that not all columns are being used by a certain query condition. Remember that both Datasets are meant to be related to the same query.
Now create a parameter named, say, #columns; populate its Available Values and Default Values with the second Dataset.
For each of those 4 dynamic columns, set the column visibility with the following expression:
=IIf(InStr(join(Parameters!columns.Value,","),"Dyna01"),false,true)
And for each of their column header Text Boxes, use the following expression:
=Lookup("Dyna01", Fields!Name.Value, Fields!Label.Value, "dsColumns")
As for the Total, here is the expression for its visibility:
= IIf(InStr(join(Parameters!columns.Value, ","), "Dyna01"), false, true)
AndAlso IIf(InStr(join(Parameters!columns.Value, ","), "Dyna02"), false, true)
AndAlso IIf(InStr(join(Parameters!columns.Value, ","), "Dyna03"), false, true)
AndAlso IIf(InStr(join(Parameters!columns.Value, ","), "Dyna04"), false, true)
And here is for its values:
= IIf(InStr(join(Parameters!columns.Value, ","), "Dyna01"), Fields!C01.Value, 0)
+ IIf(InStr(join(Parameters!columns.Value, ","), "Dyna02"), Fields!C02.Value, 0)
+ IIf(InStr(join(Parameters!columns.Value, ","), "Dyna03"), Fields!C03.Value, 0)
+ IIf(InStr(join(Parameters!columns.Value, ","), "Dyna04"), Fields!C04.Value, 0)
That's all, hope it helps.
Bonus, that second Dataset, dsColumns, can also hold other column attributes, such as: color, width, fonts, etc.
I think the best way to do it is add all the columns in your table and edit the visibility property of it with the help of arguments that you get from your SP..this will solve the purpose of dynamic column but when viewing the report you will get a lot of white-space which you can solve with SSRS - Keep a table the same width when hiding columns dynamically? and your report will be ready
I've had the need to do this in the past and the conclusion I came to is "you can't", however I'm not positive about that. If you find a solution, I'd love to hear about it.
An issue that comes to mind is that you need to define the report using the names of the columns that you're going to get back from the stored proc, and if you don't know those names or how many there are, how can you define the report?
The only idea I had on how to do this is to dynamically create the report definition (.rdl file) via C#, but at the time, I wasn't able to find an MS API for doing so, and I doubt one exists now. I found an open source one, but I didn't pursue that route.