I have an SSRS report that is currently pulling a single dataset. This dataset contains records of inventory we have. Each record is a separate asset.
I want my report to group by a certain field, and then subgroup by certain criteria that are determined with a couple different fields. Basically there is one parent group, and three adjacent subgroups. My grouping functionality is working correctly, however I am finding it difficult to add totals to each of the adjacent subgroups. When I add a total, it is totaling the specific field within the scope of the entire dataset, instead of limiting the total to just that subgroup.
How can I add totals per field within subgroup?
EDIT: Added sample data and explanation:
You can ignore the function code field, that is what I am using to group on the parent group.
asset number,description,first year,acquisition cost,function code
190,random asset,2008,5000,100
193,random asset45,2008,56000,100
197,random asset26,2014,3000,100
191,random asset27,2014,7000,100
192,random asset36,2013,15000,100
I can't seem to attach screenshots, so here goes..
In the report you can see three subgroups; Assets, AssetAdditions, AssetDeletions. In the tablix, you can see where these groups are positioned. You can also see a row directly beneath the group that is supposed to total the subgroup at the end. However, for some reason the scope is only taking into account the entire dataset. I have tried to modify the expression in the Sum function [Sum(acq_cost), "Assets"], adding in the scope parameter but then it does not allow me to even run the report. It yells at me saying that "Assets" is an invalid scope.
The easiest way I have done this in 2012 VS is to have it return as part of the data set and have it sum up the value.
For instance if you have a quantity for inventory, and you have a subset where you only want the total quantity for that set, you add another column to your dataset called TotalSetQuantity and the subtotal field will have the expression =SUM(Fields!TotalSetQuantity.Value) rather than =SUM(Fields!Quantity.Value).
You can try iif statements within your report like =sum(iif(Fields!ColA.Value=1,Fields!Quantity.Value,0) but I had some troubles getting that to work.
Hope that helps, I ran into this issue this past week and the first option worked like a charm for me.
Related
I am creating a report in SSRS to show evaluation scores. It has three sections, and I need to link them all together on the PreceptorID field (2108 in this case). The top two sections are from the same query. I am filtering the results in each one to separate the counts because they have different column names. The third section is a subreport showing comments from evaluators. It also has the PreceptorID field in the data but is not displaying it. It has two parameters that should be populated by the main report query, but that does not appear to be happening. The report is returning all comments instead of only the ones with the matching PreceptorID.
This first image is from Crystal Reports showing how the finished product should look.
This is what I am getting from SSRS. It is showing counts for multiple people at the top. The counts in the middle are actually correct. They are all for the one person. The next person's counts are on the next page. The comments at the bottom are also not filtering on the one PreceptorID.
This image showing the subreport parameter that should be linking it back to the main query.
How can I tell all three sections to only return data for the same person on one page, and another person on the next page?
I would redesign the report structure slightly. This is only my personal preference, there are several ways to achieve this but I find this way easier to manage and maintain.
You'll need two subreports and a master report.
You already have the 2nd subreport so no extra work required there.
I would take you current report, strip out the link to the current subreport and change it so it only processes a single person (just like your existing sub report).
So SubReport1 will have the two tables from your current main report only. It will only accept a single person as a parameter (or pair of parameters in your case)
SubReport2 will be your current subreport. Again it only accepts a single person.
Next create a new report. This will be the master report.
Add a dataset that contains just enough info for list of people you want to report over. So the dataset query might be as simple as
SELECT PreceptorID, ClerkshipID FROM myTable ORDER BY PreceptorID
Add a table to this report and set it's dataset property to the dataset you just created.
Change the default (details) row group to group and order by whatever makes each record unique (maybe both the two columns listed above, may only one will be required, only you will know this).
Right-Click on the row header to the left of your table and do "Insert Row => Inside Group Below".
Remove all but one column
You should now have a table with 2 rows per group.
Right click the top cell in the group and do "Insert => Subreport", go to the subreport properties and point this to SubReport1 (or whatever you called it) and set the parameters has you have done previously.
Repeat this for second row, this time pointing to your second subreport.
In the row group properties, set page breaks to "Between each instance"
That should be it. This was done from memory so might not be 100% but based on the info in your question you should be able to work it out from here.
Things to check if this is not working
Open each subreport and test it by passing in parameters manually. Each subreport should only be returning data for a single person.
The master report should have a dataset that returns each person once i.e. if there are 10 people in total this dataset should only contain 10 rows.
The table in the master report should contain only two rows
Both rows must be EITHER within the same row group, or, if you have no other row groups, they will both be in the detail row group.
The report design should look something like this if you have a row group by person
or like this if you only have detail rows.
Finally, make sure the parameters you pass to your subreports are the Field values from your master report's dataset, NOT your master reports parameters.
I want to create a single rectangle on a report that displays red if there are more then 2 distinct projects being worked on within that week (see image below):
http://imgur.com/dPHW1TT
I'd need to write some kind of expression like IIF(CountDistinct(Fields!Project_Name.Value)> 1, "Red","White") but the issue is that I need the projects to be aggregated per user.
As you can see in the above report I have it grouped on User >> Project, and thats what I'd need to captcher in this single expression.
Is there any way to specify a group in an expression?
I've actually managed to do what I wanted via filtering on the tables group, and then hiding all the cells bar one in the table.
http://imgur.com/G8IKMbS
Although if anyone knows a way to group within an expression I would still be interested in knowing.
Thanks
I am using SSRS 2008. I have 3 different groups above my report details that are calculated sums. I am trying to color the limit red if any of the invoice sums(A) in a child group is above the limit(B).
I am currently using this expression, but it is only looking at the first or last invoice amount. The limit report item is in a parent group just above the invoice's group.
=IIF(ReportItems!Invoice_DueDate.Value>ReportItems!Limit.Value,"Red","Black")
My Solution: I decided to use SQL to get the sum of the invoice amount grouped by due date. I then called that field in the parent group.
If I understand your question correctly, then I think you can use
=IIF(MAX(ReportItems!Invoice_DueDate.Value) > ReportItems!Limit.Value,"Red","Black")
You need some sort of aggregate function, such as MAX() to tell SSRS what the scope and operation of what should be done. (For example if you wanted to make sure the total didn't exceed the limit, you would use SUM(...)
You can reference parent groups from a child group using aggregate expressions specifying the parent group Scope.
For example, say we have some simple data:
And a simple table based on this, with a group based on grp.
Here the BackgroundColor property for the value textbox in the detail row is set as:
=IIf(Fields!value.Value > Min(Fields!limit.Value, "Group1")
, "Red"
, Nothing)
This checks all rows in the parent group of the current row, not just the current row. This works as expected:
Without knowing your data it's impossible to say if this will work in your case, but hopefully it gives you something to consider.
Edit after comments
OK, based on further comments it seems like you need aggregate on aggregate functionality.
This is available via SSRS expressions in 2008R2 and above only, so this won't help in your case.
For older versions, your best option might be to add an extra field to your Dataset that supplies the maximum Invoice value for each group, and then you can use this value without issues in the parent group.
There are some workarounds around that suggest using custom code to do this, such as this post, but I've never used this suggested solution and would only even consider it if you don't have any control over the report Dataset.
I have a SQL Server Reporting Services report that shows customer order data, but it's grouped as follows:
Store
Customer
Customer Order Items
So, each report is a grouping of stores, with a subgroup of customers per store, and then the items per customer. I'm trying to show aggregate sale and other information at each header record of the appropriate group in the report. Most of this is working well, but for each store header record, I want to show a count of the customers. I'm trying to use some variation and\or combination of RowCount, CountDistinct and other aggregate functions, but to no avail.
Can anyone help me determine how I essentially can get a "count" of customer groups to show at the Store level header? TIA!
CountDistinct on Customer should work fine - no need to specify scope if it's in the Store group header row.
I put a simple test together.
Data:
Report in designer:
Most important thing to note is the CountDistinct on Customer in the Store header row; this is just the expression used:
=CountDistinct(Fields!customer.Value)
End result, showing correct values:
Please let me know if I'm missing something.
Edit after comment:
Apologies in advance for how long this is getting.
The previous report did have row groups for Store and Customer, but I've modified this to make it more clear, hopefully. Still based on the same DataSet:
You can see there are three row groups, and each row in the report is actually a group header row belonging to one of those groups.
In the Store group header row I've kept that same CountDistinct expression. I've also added a CountRows() expression to show how many actual rows are available in each of the different groups.
Here you can see for Store1, CountRows is returning 4, i.e. there are four rows that we are aggregating in this scope, which is what we expect looking at the DataSet.
Similarly, when we apply =CountDistinct(Fields!customer.Value) in the Store scope we are considering these same 4 rows, and we see two distinct customers for Store1, which seems correct to me.
For Store2 we are considering 6 rows in total, which have three distinct customers. Again, just by applying =CountDistinct(Fields!customer.Value) we get correct value.
Hopefully this rejigged report helps clear things up. If I'm still not getting your requirements, can you please explain what numbers are wrong in my sample report based on my sample DataSet? That way I can adjust things easily on my side.
I've created a table with a group filter so some values stay hidden.
However, the row that shows the sum() of the above values, still counts the filtered values.
Usually I would apply the filter to the query, but I'm also using this same dataset in other tables on the same report so that's not an option.
Am I missing something here, or is this a flaw in MS Reporting Services?
This appears to be a "feature" of SSRS, apparently because it calculates values in table headers and footers before rendering the detail section of a data table.
One way around this would be to add a derived Boolean column to your dataset (assuming your data source is SQL Server, using a CASE statement or similar) showing whether the row should be excluded from the table where the filter is required.
You can then change your table filter to check the indicator, and use a expression to carry out a conditional sum to aggregate the correct total. Something like
=SUM(Iif(Fields!ExcludeRow.Value = True,0,Fields!ValueToSum.Value))
It's more of a question than answer...
How to resolve this issue if you know whether the row is hidden or not ONLY at the Row Group level?
i.e. if you're filtering on the totals by this Row Group, i.e. you cannot have a field indicating if Row is excluded or not in a dataset.
ex: I have AR Aging report which has totals per months, patients. I need to filter out negative totals per patients (Patient row group), but I have column groups as well - per month, so my dataset cannot be per-patient granularity and therefore, the only place SSRS can decide whether to hide or show the row is on the Row Group level...
I had the same issue but I had too many column totals where to enter the Iif().
I resolved it by removing the filter from the group and putting the filter into the Tablix Properties dialog box (Select Tablix, Right-click the top left corner grey box and choose Tablixc Properties).