I need to group within my SSRS report by Fiscal Week, Month and Year. I'm having the user select a date then referencing a created table that houses the fiscal week, month year etc. for that calendar date. How do I group on this within SSRS?
Fiscal Table Sample Data
Calendar_Date: 04/28/2013
Fiscal_Week: 13
Fiscal_Month: 3
Fiscal_Year: 2013
I want the report to display like
How do I do a grouping where I can group on the week and month of the selected date?
You can set up a group to be grouped on multiple fields, though it's not exactly intuitive.
When you add a group you can only choose one grouping expression:
However, when you've created the group you can add more grouping criteria:
Add in all your required fields here and it should group correctly by the various required fields.
Related
I am trying to get Sum of each customer ledger entries and group the Ssrs report into months across different years. For instance, I should be able to filter with the year 011117..310318, this should give me entries of each customer grouped per month: November, December, Jan(18), Feb, Match.
You can do this by using a matrix in your report.
Add the matrix and set the row group to group by Customer (whatever makes the customer unique such as an ID).
Add column groups by month and then a parent column group by year. If you don't have separate columns for months and years in your dataset, you can use expression into the group expression such as..
=Month(Fields!myDateField.Value)
=Year(Fields!myDateField.Value)
In the data 'cell' just drag the value you want to aggregate there.
That should give you a basic working matrix.
If you need more help refer to the SSRS documentation on the matrix control.
https://learn.microsoft.com/en-us/sql/reporting-services/report-design/create-a-matrix-report-builder-and-ssrs?view=sql-server-ver15
I need to report the average number of customer visits each engineer makes per month.
My SQL query creates a temporary table of months between the start date and end date and left joins this to the main data table, to ensure rows are returned even for months where no visits were made.
So an example of the data returned from SQL may be:
My report has two column groups, one for year and one for month, and I have a row group for the engineer.
For this report, the date is always returned as the first of the month, even though the actual visit could be on any date.
At the end of each year there is a cell which contains Count(Customer) and totals the number of visits the engineer made in that year. I would also like to have a cell which displays the average number of visits made each month in that year.
For a complete year I could simply divide by 12. However for a partial year I need to count the number of month columns for that year.
I tried CountDistinct(Month) but this only counts months where at least one visit was made, making the monthly average incorrect.
How can I get a count of the number of columns in a column group, including columns with no data?
Thanks.
The way I would do this would be to add a column into your temporary dates table that had the number of months selected in it.
You could do this by either counting the months in the temp table then appending the value to it or, if the dates table contains more than just months then work it out based on the parameters you pass in.
For example
SELECT *, DATEFIFF("m", #startDate, #endDate) as NoOfMonths
INTO #myTempDateTable
FROM myDateTable
WHERE etc...
Then in SSRS you can simply divide your total by this number.
I have some records in a query with a column of dates. I want it to only show the records that occur in March. This link
https://support.office.com/en-US/Article/Examples-of-query-criteria-3197228c-8684-4552-ac03-aba746fb29d8#bm1 shows the different types of criterion.
The one below in the table describes how to show only what occurs in a particular month:
"Contain a date that falls in a specific month (irrespective of year), such as December
DatePart("m", [SalesDate]) = 12
Returns records where the transactions took place in December of any year."
I don't know what the SalesDate means in the criteria function, and there isn't any explanation on the page.
[SalesDate] implied a Date/Time field named SalesDate. If your Date/Time field is named something else, such as invoice_date, substitute that name in the DatePart expression:
DatePart("m", [invoice_date]) = 12
For March instead of December invoices, use this:
DatePart("m", [invoice_date]) = 3
You could also use Month() instead of DatePart to get the same result:
Month([invoice_date]) = 3
I used the query below to create a parameter for a drillthrough in my ssrs.
SELECT DISTINCT month([OrderDate])AS 'Month',
FROM cob_adhoc
where datepart(MONTH,[OrderDate]) = #month
group by year([OrderDate]), month([OrderDate])
in my report, i have columns for year and month and other data. The month column has the textbox action to lead to the selected month in another table.
My problem is say someone clicks June in 2014, it brings out data from june from all the years on the table and not the year in the report column.
You will need to create a calculated field in your dataset with the combined values of
CalcMonthYear=CSTR(Fields!Month.Value) + CSTR(Fields!Year.Value)
Then in you label's action don't go to [Month] instead go to [CalcMonthYear]
I have a requirement of creating an ssrs report that needs to be showed in a matrix in this format
Dataset includes the following fields
year, month, values, account name
report format is something like this:
current month | month ( last year)| difference in %
account name
how do I calculate field for month of previous year? because SSRs does not have case or where logic inbuilt?
If you are doing this in your dataset you can do
DATEADD(YY,-1,COLUMN)
This will change your date a year back.
If you want to do this in the Report Side You can create a new column and create a calculated field and use:
=DateAdd(DateInterval.Year,-1,ColumnName)
Same Effect