Create Sum of calculated rows in Microsoft Reporting Services - reporting-services

This seems like it should be simple but I can't find anything yet. In Reporting Services I have a table with up to 6 rows that all have calculated values and dynamic visibility. I would like to sum these rows. Basically I have a number of invoice items and want to make a total. I can't change anything on the DB side since my stored procedures are used elsewhere in the system. Each row pulls data from a different dataset as well, so I can't do a sum of the dataset. Can I sum all the rows with a table footer? Similarly to totaling a number of rows in Excel? It seems very redundant to put my visibility expression from each row into my footer row to calculate the sum.

A few ways you could achieve this:
1. Do the calculation in the SQL and sum that field, like so:
SELECT Quantity, Amount, Quantity * Amount As TotalAmount FROM MyTable
Then just use the TotalAmount field in your Detail row and sum it in the footer.
2. Create a second Dataset that calculates the total for you and use that in your footer instead of a sum:
=Sum(Fields!TotalAmount.Value, "MyTotalingDataset")
3. Do it using custom code. Right-click on the Layout space choose Properties and click on the Code tab. Put in the following code:
Public Dim TotalAmount As Double = 0
Public Function CalculateRowTotal(ThisValue As Double, ThatValue As Double) As Double
TotalAmount = TotalAmount + (ThisValue * ThatValue)
Return ThisValue * ThatValue
End Function
On the Detail band, make the column where you sum the field have this expression:
=Code.CalculateRowTotal(Fields!Quantity.Value, Fields!Amount.Value)
This will execute the code above and do your calculation plus calculate the total sum in the process.
The Footer band displays the total sum so the column has the expression:
=Code.TotalAmount
And you're done. Just be careful because you aren't guaranteed the order in which your code will execute and for some reports it will execute the footer first (for example, if you use the Sum of the rows in the Detail band) which would make the total zero as the Detail band calculations haven't happened yet, but for the general case this should work.

You could change the db as follows.
Did you know you can get aggregated results in SQL without aggregating the data?
Just add an extra column to the dataset as follows:
,SUM(OrderQty) OVER(PARTITION BY SalesOrderID) AS 'Total'
In the above sample:
OrderQty is the value you wish to sum
SalerOrderID is the equivalent of 'GROUP BY'
You can use the same technique with COUNT, AVG and so on
More information here
http://msdn.microsoft.com/en-us/library/ms189461(SQL.90).aspx

In case you have a problem with the execution order, add a text box below of the table and display TotalAmount in this box.

Related

How to calculate percentage from 2 fields in 2 datasets within ssrs report

I have an ssrs report that has 2 fields from 2 different datasets. In the pic below I have a count from a query for Total Bound Policies and another query for Total Bound Policies With At-Fault Endorsements and I'm trying to calculate a % value in another column and after googling for solutions I cannot find a solution using lookup or just a division calculation. Any help/direction would be appreciated. Thanks.
Here is my design layout:
Here is my last expression that is getting an error:
If I'm understanding the issue correctly, Total Bound Policies and Total Bound Policies With At-Fault Endorsements each contain a single result which is a count of each. I can think of a couple of solutions for this problem, the easiest one of which being adjusting the query to bring all of the data into a single query to return your counts AND a value for the percentage. It's almost always better to do as much of the calculations in SQL as possible.
DECLARE #a INT = (SELECT COUNT(*) FROM Table1)
DECLARE #b INT = (SELECT COUNT(*) FROM Table2)
SELECT #a AS Count1, #b AS Count2, CAST(#a AS DECIMAL) / CAST(#b AS DECIMAL) AS aPercent
As you can see, in SQL, I'm casting each count as a decimal, as division with INT values will return a whole number, meaning you'll have either 0% or 100%. Using some random tables from my database brings back these results when I run this query:
If this solution isn't a viable option or if I misunderstood the question, another option that could help is to declare each field with it's corresponding dataset. For example, (Fields!TotalBoundPolicies.Value, "TotalPoliciesBound") would get the field from dataset TotalPoliciesBound.

SSRS Sum Amounts with different columns based on an expression

So i am trying to sum columns based on a condition from one group to another.
The first column is the expression that counts how many Meters are in that group by company.
in the photo it shows eight by that company that have a value of meter,
Then to the right is invoice amount
What i need to do is a conditional format for the expression that says if x company has 8 meters what is the total amount for all invoices that = meter.
I have tried a few ways but unable to get the count out of the expression under the column so i know it has something to do with my condition statement and not sure wher it is going wrong any help would be appreciated
=Sum(IIf(Fields!invoiceclass.Value = "METER" and Fields!companyname.Value, Fields!invoiceamount.Value , Nothing), "AR")
Try using:
=Sum(IIf(Fields!invoiceclass.Value = "METER", Fields!invoiceamount.Value,0))
I think you don't need to specify a scope since you want the sum be calculated per instance in the company group and you are using the expression in a cell inside the Company group scope.
Let me know if this helps.

Group by column & row in one part of expression, group by column only in another part of expression

I am trying to find a way to use the Group By functionality to create a table where the numerator of a fraction is grouped both by column and row, and the denominator is grouped only by column.
Here's my existing expression:
=Round(Sum(Fields!Days_In_Step.Value)/CountDistinct(Fields!ID.Value),1, MidpointRounding.AwayFromZero)
When grouped by rows (groupName) and columns (month/year) the numerator (Sum(Fields!Days_In_Step.Value)) gives me good data, but the denominator (CountDistinct(Fields!ID.Value)) is also grouped by row (groupName) and I don't want that.
I have a SQL solution but am trying to do this entire within SSRS expressions, if possible.
edit
Sample Data:
It would look like this. The background is that these groupings are counts of days and the "all" are counts of tickets, so we are trying to see who is sitting on their tickets longer.
Here is a mock-up including a sample data set using a pivot table:
Edit 2
Here is a full sample data set:
https://docs.google.com/spreadsheets/d/1rYPMcrLNB-FZN64Fn2-y3FtnM2iQo2VMH7YTdfiVnKM/edit?usp=sharing
I need to group on month as well as year, and I do not want to see "Exclude" in the group rows, however they cannot be filtered out of the tablix without being removed from the overall population, which is required for the denominator.
Your problem is caused by the scoping of aggregate functions. When you use aggregate function they run under the scope where it is placed in the tablix by default. In your case Sum() and CountDistinct() functions are running in both row groups (Owner Group) and column group (Month Group).
Fortunately, you can specify the scope that you want your aggregate function computes the aggregation, simply add the group name in the function:
CountDistinct(Fields!ID.Value,"MonthGroup")
The whole expression is like this:
=Round(Sum(Fields!Days_In_Step.Value)/
CountDistinct(Fields!ID.Value, "MonthGroup"),1, MidpointRounding.AwayFromZero)
Replace "MonthGroup" by the actual name of your group in columns
group.
This is result using the sample data you provided:
I've used this expression to show you how it is produced:
=Sum(Fields!Days.Value) & "/"
& CountDistinct(Fields!Ticket.Value,"MonthGroup") & "=" &
Sum(Fields!Days.Value)/CountDistinct(Fields!Ticket.Value,"MonthGroup")
Note my column group is named MonthGroup.
UPDATE: Scoping multiple groups in CountDistinct function.
Firstly I am not filtering the dataset, I prefer hide the Exclude rows using the below expression in the Hidden property of the Row Visibility window:
=IIF(Fields!Group.Value="Exclude" OR Fields!Group.Value="-1",true,false)
To count distinct id grouping by Month and Year but not by Group you can create a child group below Month group as you can see below:
My group is called Group2 and I used this expression in the Group on textbox.
=Fields!End_Month.Value & "-" & Fields!End_Year.Value
It will create a group per every Month-Year combination. When you create the group it will be added as a column group so you will have to delete the row so you will be prompted if you want to delete the group and row or delete the row only. Delete only the row leaving the group.
Now the expression you have to use is
=Round(Sum(Fields!Days.Value)/CountDistinct(Fields!ID.Value, "Group2"),1,MidpointRounding.AwayFromZero)
Replace Group2 by the name of the created group in your case.
This is the whole recreation of your scenario:
Let me know if this helps.

Error in finding sum of a group and Conditional Summing in SSRS Reports

I have an SSRS Report, in the database there is a column by name Total_running_hours.
There are more than one record for a single Cycle_number like more than 1 row with same Cycle_number but different Block_numbers and the value in Total_running_hours field will be same for all the rows with same Cycle_number. Eg. 1 Cycle number with 4 diff block_numbers contain same Total_running_hours for all 4 rows.
Now the problem is, in the group footer if I put this field then it will show the Total_running_hours value only once which is correct, but my final requirement is,
I need to get the sum of this field in the Report footer which need to display the sum group wise. No matter how many rows are there for a single Cycle_number it has to take only once and display the result.
I tried in different ways like
=sum(ReportItems!textbox204.Value) // name of text box in Group footer
Error: Report item expressions can only refer to other report items
within the same grouping scope or a containing grouping scope.
=sum(Fields!total_running_hours.Value,Group_name)
Error: 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 data set.
Can any one please help me in getting the sum Group wise
Thank you in advance.
I found solution for this Problem.
We cannot simply sum the Total_Running_hours value as this would give us duplicates and the incorrect answer. We cannot sum the reporting services group as it goes out of scope
There is no SUM DISTINCT available in Reporting Services 2005 so we can't get the distinct value that way.
Since the query may not return a particular Cycle_Number Type we cannot use that as a filter.
The solution found was to add a column of the row number within a windowed set partitioned by the Cycle_Number like this
ROW_NUMBER() OVER (PARTITION BY Cycle_Number ORDER BY Cycle_Number ) AS 'RowNumber'
Then in the reports’ footer total column we put an expression that only takes the first row’s value to sum and converts all other rows to zero in that windowed set.
=SUM(IIF(Fields!RowNumber.Value=1,Fields!Total_Running_hours.Value,0))
After using this if u found any error in textbox like #Error
Then try this
=SUM(IIF(Fields!RowNumber.Value=1,CDbl(Fields!Total_Running_hours.Value),CDbl(0.0)))

Reporting Services: Two Tables One Sum

My report is as follows:
One table provides financial information with sums at the group footer (Grouping is called "StockTable_Shipped"). The group is controlled by a boolean value (1=shows shipped data, 0 = shows received data)
The second table is a variance report for data that has been shipped (boolean value of 1) and has a sum at the bottom of the table.
My ultimate goal is to take the sum from table1 where shipped=1 and subtract it from the variance sum from table2.
This will be placed in a textbox at the bottom of the report.
I understand if this sounds confusing but I would be more then happy to provide more information.
If I were you, I would create a new calculated field which would hold the sum of all your Shipped Data (1's) not just the sum of all your data (1's and 0's).
After that, it should be as simple as putting in the expression that subtracts your calculated field from the Sum of your table2 field.