SSRS Group by in the Report Header - reporting-services

I am working on a simple SSRS Report.
Report Header : AccountName
Report Sub Header : Group By CustomerName, Address
In the Detail, I need Column1,Column2,Column3
I am able to show the Detail section in a Table Format. I am not able to set the Report Header and Report Sub Header. How to set the Report Header Group
I kept the SQL Fiddle for Sample set of Records.
http://sqlfiddle.com/#!6/2d9d2/2
Sample Report Design

After reading your comments, and your further explanation I can tell you one thing, The formatting you have shown in your desired output is not possible.
What you want is a some text boxes along with a tablix, But as you have shown the sub-report header and client names and city fields in your report this can only be achieved using a List data region.
Table format shown can only be achieved from a tablix data region. But a hybrid report which may look like you have a tablix within your list region can be achieved as follows.(as in ssrs you cannot mix different types of data regions)
Obviously this is has very basic almost no formatting, you can spice it up a bit more with your designing abilities :)

Related

Generate single report for multiple user using SSRS

I need to create student certificate using SSRS. I created new .rdl file did designed and associated with data source.
It works for single student as expected. But it does not creates report with multiple certificate while my data source returns multiple student details.
I am new for SSRS, please help me out to achieve this.
If you want to generate a certificate for each row of your dataset in the same report, you can do this with a tablix:
Add a Tablix to you your report that lists your dataset data
Drag a Rectangle into one of the Details row cells
Make the cell you dragged the Rectangle into large enough to hold all your
certificate report items
Select all your certificate items and move them into the Rectangle
Update any references to your dataset to not include a 'scope'
ie: Change =sum(Fields!ColName.Value, "Your Dataset") to =sum(Fields!ColName.Value)
Run the report
You should now have a certificate for each row in your dataset.
If you want to export multiple separate certificates, you will need to set up a data driven subscription on your report, that runs it once for each row of a returned dataset. Obviously you will need to adjust your report to be able to receive which student to generate the certificate for as a parameter.
Another way is.. if your data set is returning one row per student, then all you need to do you on your tablix is to add a parent row group.. group on StudentID.. or something unique per record.. go to group properties and add a page break at end of group. This should generate one certificate page per student..
You may need to adjust group headings and footer and things like that appear.. You will figure it out... alternatively.. watch a youtube video on how to do a basic ssrs report.
I have a subreport call StudentSub.rdl. This is linked with DataSet (stored procedure) Sp_GetStudentName(#ClassNo int). This works fine it gives always only one certificate.
Since I wanted to generate class wise certifiacte, in that case I wanted to get muliple report page wise in one PDF file. Followed below steps:
Created new RDL file called StudentReports.rdl
Linked with same data set stored procedure Sp_GetStudentName.
Drag a table from tool box to design body.
Set visibility False for table Header and some columns except one td.
Right clicked in that box (td) and inserted sub report
Right clicked sub report properties selected StudentSub subreport.
In the sub report properties added parameter ClassNo then clicked Ok.
Now When I am previewing this StudentReports by passing class no. I am getting correct number of pages.
Hope this will help others.
Thanks!

SSRS - SubReport

I have a subreport I am trying to link into my main report. The main report pulls back information from one database and the subreport pulls from another. I could use lookup, but I lose the ability to format so I was hoping to achieve this with a subreport.
I enter a date range via my parameters, and let's say I get 30 client/matter codes back. It page breaks at the end of each row, so the data for each client/matter ends up on its own report. The goal is for me to output a large number of reports based on date ranges. The subreport pulls in folder names, and just like the other information, the folders for only that client/matter should be on that report.
What's currently happening is on each report, it just lists ALL of the folders for ALL of the client matters on each and every report.
I've tried making the subreport an adjacent group (which you can see in the screenshot) and grouping on Client code and then matter code. I've tried making the client code and matter codes internal parameters in both reports in the hope that it help filtered. I also tried just inserting the subreport into a cell inside the matter_code group but not as a group itself.
I apologize in advance if my explanation doesn't make sense. I'm having a hard time trying to put this into words.
From your explanation I would assume that you have a subreport in a group but you are not passing anything through to it. Have you tried passing through parameters to the subreport that uniquely define the customer and the customer folders?

Format Tablix with Row Grouping in SSRS

I am trying to format a dataset in SSRS for readability and to meet design specifications. My dataset is returning expected values and I have created appropriate Row Groups, or at least I believe I have, for the report and when I preview the report - it looks correct, but just not the way I need it formatted.
The first two images are how I have the tablix formatted in SSRS and the row grouping I created.
And how the report looks when run:
And lastly, I have drawn a mockup of how I am hoping to format the tablix for this particular report - which includes having each particular row group in it's own row and the details ( questions and answers ) appear on on a separate row as well. The first section is the template while the rest is an example of data in the format I wish to have:
Anyone have any advice on how this could be accomplish?
Try formatting your report like this:

SSRS 2005 report with multiple datasets need to change parameter

All,
I've been working on a custom timesheet report that uses multiple datasets (8 to be exact). Each dataset selects the data by the same ID field which is currently input as a parameter. It works great like that. But now I'm told that the end user wants to input a date and have all the reports printed out for that date rather than having to enter in an ID each time. Each timesheet is 2 - 3 pages. It is intended to emulate a form and contains some data but a lot of blank areas to allow the field people to write in any changes that have occurred.
My question, is this: what is the best way of accommodating the new requirement? Should I build it all as one big dataset and use the date as a parameter?
Should I create a wrapper report that would prompt for the date and then use the existing report as sub report? Would that even work?
Is there any way I can just create a new date parameter and put that ahead of the ID parameter and get them to print out like that? I've got a few hidden parameter fields on the body that get used in the page header and are used to link some of the datasets.
any help is appreciated.
Easiest way to achieve this is indeed by creating a wrapper report with the date parameter. The data set in this report will then fetch all items (with ID) that match the query by the user. The report can then have a list for that dataset, with the original report as a subreport. If you pass the ID parameter from the dataset to the subreport you wouldn't need to change hardly anything in the original report.
Two things to watch out for:
the Report Header and Footer in a subreport are not rendered - these are only rendered for the wrapper report
you may need to tweak your page breaks in the subreport and on the new list in the wrapper report so each new form starts on a fresh page

crystal to ssrs report conversion - lay out issues-Grouping into sections & DocumentMap

I am trying to convert a crystal report to SSRS report manually. In crystal report, grouping is done as shown in the below screen shot [that has header name as' report header'].
Group Name-->and some rows below it.
Is it possible to get similar grouping in SSRS reports. From what I see, grouping is done on columns is SSRS. For ex, see second screen shot[without any header name].
Question:1. Is it possible to get similar grouping in SSRS as it is in crystal.
2.In crystal report, on left side preview, if I click on group name particular group is getting selected. Even if that group is on another, that page becomes visible. Is this functionality possible in SSRS.
Please share the information. Im using SSRS 2008.
Is it possible to get similar grouping in SSRS as it is in crystal.
Yes: not difficult at all. Insert rows for the group headers. One way to do this: when editing the tablix, right click on the subgroup ("Details," for example) in the "Row Groups" portion of the designer window, and select "Add Total -> Before." This gives you the row you want for the group titles. Next delete the columns you want to remove.
2.In crystal report, on left side preview, if I click on group name particular group is getting selected. Even if that group is on another, that page becomes visible. Is this functionality possible in SSRS.
Yes, in SSRS this is called the Document Map.