My application uses SSRS to produce payslips for employees. The Payslip report consists of a tablix with 5 columns. Among the 5, is a column called "Units" and another called "Invoice value".
The report has several Row Grouping levels, but the only important one for this question is the Payslip Number Row Grouping "RG_SlipNum". There is a page break after each "RG_SlipNum" RowGroup.
When users want to print Payslips, they can optionally supply up to 5 parameters which filter the result set to print out.
Employees can be paid based on the number of units delivered * a rate (Unit Based), or by a percentage of the invoice value (Invoice based) for the delivery (Oversimplified, but hopefully, you get my drift).
If the employee is Unit based I want the Units Column to Show, and the "Invoice Value" Column to be hidden. If they are Invoice based I want both columns to show.
My dataset has a bit field indicating whether to show or hide a column based on the logic above. It will be a 1 or a 0 for every underlying row within the current rowGroup. I have tried to use the First(,) function in a Column Visibility expression on the "Invoice Value" Column. However, I get the following error whenever I try to limit the scope of the First Function to the current Payslip Rowgroup using the RowGroup name.
"The Hidden expression for the tablix 'X' has a scope parameter that is not valid for an aggregate function. The scope parameter must be set to a string constant that is equal to either the name of a containing group, the name of a containing data region, or the name of a dataset. "
So, my Question(s)
Can you define a RowGroup name as the Scope argument in a First() function?
If not, What's the best way of achieving this without completely re-working my Dataset / RDL to accomplish this. (Using SSRS2008)
Why is it always just after posting a forum question, you figure it (or some workaround) out?
I'd still like some (better) answers if anyone sees this, but I've set a cell in the tablix to the value of the bit field that determines whether to show the column or not. I then changed my Column Visibility expression to check the cell value (using ReportItems!textboxname.Value) and it's working. as I scroll the payslips the columns visibility changes appropriately.
Related
I am building a report(report server project) using the Data Tools. I have a column Quantity it has a Total.
I need another column that calculate the share(%) of each line in the Quantity comparing to the Total.
The expression would be: Line_1_Share = Quantity_of_line_1/Total.
I tried =[Sum(Total/Quantity)] but it does not even accept as a valid expression.
If you right-click the textboxes that contain your working 'Quantity' and 'Total' values and look at the expressions you will see the correct format.
For exmaple your 'Quantity' expression might be something like
=Fields!Quantity.Value
or if it is in a grouped row it might be
=SUM(Fields!Quantity.Value)
your 'Total' expression might also be
=SUM(Fields!Quantity.Value)
When you use SUM() (or any similar aggregate) then the scope of the expression decides what is included in the sum. The scope can be a single row, a row group or an entire dataset. If you do not specify a scope then the position of the textbox determines the scope.
So, if you have a simple table with no grouping other than the total line and your dataset name is dataset1 then your expression would need to be
=Fields!Quantity.Value / SUM(Fields!Quantity.Value, "dataset1")
The above reads .... "For the current row, take the Quantity and divide is but the sum of all Quantities that are within the entire dataset called dataset1"
If this does not help, post your current report design including and row and/or column groups.
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.
I am building a summary report which looks at users that are marked in a database as having a common trait i.e return all users by name in the last 5 years whose contract contains an end date.
This generates a figure e.g. [250]
I drill through on that figure to give a list report of names, first name and surname.
I have ordered the list A-Z
I would like to add a row of 26 letters at the top of the report and have each letter return only the names with the corresponding starting letter.
Would this need to be a further drill through or is it possible to refresh the existing list based on a user-driven selection?
Just add a custom parameter to your report. Right click on Parameters and Add Parameter.
(and so on...). Default value should be All then.
Then simply add the following filter to your tablix:
'Expression:
=Switch(Parameters!YourParameterName.Value = "All", True, Parameters!YourParameterName = Left(Fields!YourNameField.Value, 1), True)
If you are just using SSRS as it comes, then you can't refresh report content without running the report again, so you would either
re-organise your current report.
need another drill through report.
Depending on your layout you could group the data by the first letter and then have an collapsible row group to show/hide that group of names. To do this simply add a parent row group, set the value, group value and sort value all to =LEFT(Fields!myNameField.Value). Next set the visibility of the details row group to hidden and set the toggle visibility property to point to the cell that contains the letter from the parent group you just created.
If you have too much data to make this efficient the you might have to go down the additional subreport route.
To make life a bit easier, and to save you having to create 26 links and parameter values, I would do the following...
Create a table that stores the list of letters
Add a matrix to your report, that has a column group grouped on the letter value from this table. This will act as your 'filter bar'
Set action on the matrix cell to "go to report", point to the final drill thru report and pass the [myLetterColumn] value as the parameter.
There's no need to set available parameters assuming this sub-report will be hidden and only called from the parent report.
User enters a fixed parameter representing a Credit Limit.
Then each row subtracts a different column called [AmountPaid].
So the Balance Available column show what is left and this gets smaller and smaller down the rows to the bottom.
Both column textboxes in Tablix are set to Number type=Currency. Parameter is set to Float. Not many choices of data type for the Parameter input.
I thought this would work in an expression for the Balance Available but it gives me an error. My idea was to do a running Sum and then subtract it from the initial Credit Limit:
=Parameters!CreditLimit.Value - RunningValue(Fields!AmountPaid, Sum, "DataSet1")
The message for the error is:
[rsAggregateOfInvalidExpressionDataType] The Value expression for the textrun ‘Textbox23.Paragraphs[0].TextRuns[0]’ uses an aggregate function with an expression that returned a data type not valid for the aggregate function.
If this question could be asked differently I am open to suggestions. Thanks
You need to get the value of AmountPaid so try Fields!AmountPaid.Value`
I've been struggling with an IIF error when trying to create a variable aggregate.
I'm using Report Builder 3.0
I have a report where users determine what fields are in a report. These fields are passed as a multivalue parameter. I use a lookup from a different dataset to determine its placement in the report, and using the same order dataset to determine if the field is numeric or not (meaning I want to sum the value based on row-level grouping). The headers pull in using the same field lookup, which works fine. At the row level I'm trying to return either the sum of the field value based on row grouping, or if non-numeric, return the value. Based on similar posts I understand that both the true and false parts are processed. I attempted to offset this error by nesting another IIF. If I remove the sum function the data returns non-numeric data fine. However if I include the sum function numeric data is processed fine however non-numeric data returns #error.
What am I missing?
Here is a definition of the data I'm referencing below:
lookupvalue: returns the fields selected by the user based on predefined order in a stored procedure.
Fieldisnumeric: indicates if the field selected is numeric or not, 0 is false, 1 is true
Fielditem: the field item in the tablix being referenced
dtsselectedfields: the dataset I'm looking up the column order and numeric properties of a field.
The number 1 indicates the first position in the variable count of fields selected by the user. Additional fields are hidden based on the count of fields passed in the parameter and are incremental (e.g 1-n).
=iif(Lookup(1, Fields!LookupValue.Value,
Fields!FieldIsNumeric.Value,"dtsSelectedFields")=0,
Fields(Lookup(1, Fields!LookupValue.Value, Fields!FieldItem.Value,
"dtsSelectedFields")).Value,iif(Lookup(1, Fields!LookupValue.Value,
Fields!FieldIsNumeric.Value, "dtsSelectedFields")=0,
Fields!MV.Value,sum(Fields(Lookup(1, Fields!LookupValue.Value,
Fields!FieldItem.Value, "dtsSelectedFields")).Value)))
****edit 12/1/2015****
For additional clarity, I'm providing additional details. Below is 'dtsSelectedFields' dataset.
FieldItem_____LookupValue_____FieldIsNumeric
Item1Desc__________1__________________0
Item1Total__________2__________________1
Item2Desc__________3__________________0
Item2Total__________4__________________1
Let's say I have one column of data, and this column would first look for a LookupValue of 1. This would return the FieldItem, 'Item1Desc'. Because this field is not numeric, I would want to return the value of Item1Desc. However let's assume my first selection was actually 'Item1Total' and I don't want to return the non-numeric Item1Desc field. In this case, because 'FieldIsNumeric'=1 indicating a numeric field, I want to take the sum of this field.
Is it possible to nest an aggregating function in an IIF statement on only one part of an IIF statement? I.e. the true part or false part?
And if so, what am I doing wrong?
An example of the tablix:
sample layout
Column 1 Header____________Column 2 Header___________Column 3 Header
Column 1 Data______________Column 2 Data_____________Column 3 Data
Sample data
Product___________________Country of Origin_________________Units
ABC Envelopes___________________China______________________15
LMN Packets_____________________India_______________________30
In the example above, user selects 3 columns, 'Product', 'Country of Origin', and 'Units'. There are other fields available that would cause multiple rows if I grouped by them in the stored procedure (for example acquisition price). Based on the lookup I return the column description as a header. The row-level detail is described as above (e.g. Return the product name and country of origin, but sum up the units).
As a workaround for my issue above, I found an (ugly?) solution.
As mentioned above, a user can select any number of columns and the report organizes them in columns based on a predefined order according to a stored procedure. (E.g. a product description would come before the sum of the units if those two columns were chosen, but a product ID may come before the product description, but only if the ID was chosen.)
For every possible number of columns a user can select, I added two columns in the report (i.e. two for each field).
The first two columns will reference the lookupvalue=1. I then set the expression of each field in the detail to 1) a sum of the value, or 2) the value itself. I then set the column visibility to the results of the 'FieldIsNumeric' column. So the summed numeric column which would return an error for non-numeric data would be hidden when FieldIsNumeric=0, and the non-numeric column referencing the lookup value =1 would be shown, and vice versa.
Needless to say additional columns would follow the same logic in sets of two, each referencing the sequential lookup value (e.g. columns 3 and 4 would reference lookupvalue=2, columns 5 and 6 would reference lookupvalue=3, and so forth. Each column within the matching pair would be displayed or hidden based on the returned value of FieldIsNumeric in the same lookup dataset.
I'm definitely open to suggestions, but thought I'd post this as a workaround solution.