How do I collapse elements in a Report Table? - reporting-services

I have an SSRS report where I need to collapse data into a summary column like so:
+Program
-Program2
Program2DataElement1 | Program2DataElement2 | etc.
How does one doe this? I see it in other reports, but can't for the life of me find the area to set it up. When I put in a group, I get something like this on all records:
Program
ProgramDataElement | ProgramDataElement | ...
What am I mising? Thanks in advance!

I believe these are the steps:
Edit group
Click on Visibility Tab
For Initial Visibility, select the "hidden" radio button.

For SSRS 2008 - We have:
Select Group Properties for Program2DataElement at Row Groups
Select option Visibility
When the report is initially run: Hide
Check Display can be toggled by this report item: Program2

Related

SSRS Report Builder 2012 - How to hide list based on field value?

I'm using Report Builder 2012 to create a report. I have inserted multiple text boxes and other controls inside a list box so that I can hide all the controls at once just by hiding the list box. I'm using a SQL Server stored procedure to fetch rows of data. I'm using below expression to hide/show the list box.
=iif(Fields!certificateType.Value = "CT", False, True)
It works fine but it only checks the first row of data. If certificateType field is "CT" in the first row of data, it shows the list box but it doesn't hide the list box back for the next row of data in which certificateType is not "CT". It seems like list box visibility only checks the first row of data and applies it for all the other rows as well. How can i check the visibility of list for all the data rows?
Okay, based on our chat I have updated this solution.
I mocked up some data that looks like this:
certificateType
---------------
AT
BT
CT
DT
ZT
I created a quick and dirty report with a list. In that, I added a rectangle with a textbox in it. I set the dataset for the list to the main dataset (DataSet1 in my case). I set the expression for the textbox to this:
=Fields!certificateType.Value
Image in design mode:
I clicked on the list, and in the Row Groups pane, I right-clicked the Details rows, and chose Group Properties. On the General section, I clicked Add to add a new group expression. Then I chose certificateType from the dropdown.
I moved to the Page Break section of the Group Properties dialog and ticked the Between each instance of a group check box. Click OK.
Now, the report will break for each instance of a certificate type that comes in the dataset. So, if you have ten different cert types in the data, you will get one page for each.
You can't see it in my image below, but there are 5 pages now.
Hope this helps!!

SSRS - Textbox Linebreak (or) Linking Table w/ Textbox

My SSRS report contains 4 tables, all of which have line breaks at the bottom.
I'm trying to find a way to tie my text boxes (titles for each table) to only show up on the first page of the start of each table. I'm honestly at a loss for this particular issue.
--Unrelated --
Originally I had a parameter with a visibility expression and a toggle option to switch between each table, but due to a recent change request the entire report needs to be on one screen.
(=IIF(Parameters!SelectAScreen.Value = "InvoiceDetails",false,true))
I think if you add an extra row above your data (outside the group) and set the RepeatOnNewPage to False, it should work the way you want it too.
Some version of #StevenWhite's comment above is the only way I know to do this. One way to do it is to do a union with a dummy key to force the title row to the top of each table:
select 1 as dummyKey,
'Title text for table1'
union all
select 2 as dummyKey,
<columns> from <table1>
order by dummyKey, <other sort columns>
and repeat for each table's dataset.
If necessary you can also do conditional formatting to make the title row stand out and look like a title.

SSRS - Changing tab name when exporting to excel

I have tabbed my report in SSRS 2012 by having my page breaks based upon grouping classname and it works great. How do I change the tab names when exporting to Excel? I tried having an expression for page name =Fields!classname.Value. In doing so, it makes all 4 of my tabs equal the first page break of Sales Division.
My tabs are based upon the grouping of classname, which in returns gives me the 4 tabs: Sales Division, VRS, ClearCaptions, and IP-relay.
You need to set the PageName of the Tablix Member (group), NOT the PageName of the Tablix itselfs.
If you got the right object, if will say "Tablix Member" (Tablix-Element in German) in the title box of the properties grid. If it's the wrong object, it will say only "table/tablix" (without member).
Also, be advised to set the sort order of the group expression, so the tabs are alphabetically sorted.
If you get the tablix instead of the tablix member, it will put the same tab name in every tab, followed by a (tabNum). That is exactly your current problem.
This solution was not working for me.
I had to add group break page.
https://www.mssqltips.com/sqlservertip/3527/export-sql-server-reporting-services-report-data-into-multiple-excel-worksheets/

SSRS 2005 - Column Toggle Item

I am stuck in developing my report. Can someone please help me ?
Apparently, I have problem with the COLUMN TOGGLE ITEM.
My original report design is like this:
(Original here)
However, when I click on the toggle item (TEXTBOX 1), my report looks like this (which I think is wrong):
(Original here)
MY PROBLEM IS: when all the textbox is OPEN and I click on the TEXTBOX
1, not all the textbox under TEXTBOX 1 is CLOSE.
I wish to make my report look like this when the TEXTBOX 1 is pressed (close all the textbox under TEXTBOX1):
(Original here)
I hope I make myself clear. I desperately need help here.
Dont worry about my ROW DATA. (It works fine)
Thanks in advance...
Ok I Understand Your Problem,In SSRS 2008 R2 you take for this MATRIX item then you place the all the values in that matrix,then next you go to GROUPing pane then group the data by column wise and row wise
then next taggeled the values in grouping pane
--->meance---->goto grouping pane--->rightclick on CHILD group----properties---->visibulity----->check the hidden---->and finally give the taggeled value
then it will works like tyou want

SSRS - How to build a simple multi-column report?

I am using SQL Server 2008 and I want to show 1 single field from a table in multiple columns in the report. Just like if I were to print labels. How can I achieve this?
Example:
Instead of printing:
Names Report
Andrea
Austin
Barbara
Bob
Bruno
Cathy
Chis
...
I want to print in columns (say 3 fixed columns):
Names Report
Andrea ---- Bruno ---- Darren
Austin ---- Cathy ---- Francis
Barbara ---- Chis ---- Gabriel
Bob ---- David ---- Gerald
....... ---- ....... ---- .......
Edit: If I run the report and click on "Print Layout" button, I can see multiple columns. Can I set this mode as default?
For Horizontal layout of labels...
One choice is to use the columns property on the report or body elements.
This doesn't always display correctly On reportviewer. I've noticed that even if it displays correctly on your IDE and when you export to PDF. In the report viewer it will display only one column. Also it snakes the labels top to bottom then left to right.
One choice is to use a matrix and group on every 3 rows (if you want 3 columns).
This one is a little complicated.
My solution of choice is to put 3 vertical lists on the page. put the same label in each list. Return the row number in your dataset. Then just filter each list on modulo 3
For example
Result set
RIndex Fname
1 abe
2 burt
3 fred
4 george
Filter expressions
list 1 -> =Fields!RIndex.Value mod 3 = =1
list 2 -> =Fields!RIndex.Value mod 3 = =2
list 3 -> =Fields!RIndex.Value mod 3 = =0
Result
Abe Burt Fred
George
The method I use is a bit similar as what Vern suggested but differs enough to make it worth mentioning here.
You can combine the ROW_NUMBER with the modulo (%) operator directly in the query to fabricate the column number in which the record should get displayed. Here's an example that generates one while taking a group into account:
declare #numberOfColumns int = 4;
select dpc.EnglishProductCategoryName, dp.ProductAlternateKey
, (ROW_NUMBER() OVER (
PARTITION BY dpc.EnglishProductCategoryName
ORDER BY dp.ProductAlternateKey) + #numberOfColumns - 1) % #numberOfColumns + 1
as DisplayColumn
from dbo.DimProduct dp
inner join dbo.DimProductSubcategory dps on dps.ProductSubcategoryKey = dp.ProductSubcategoryKey
inner join dbo.DimProductCategory dpc on dpc.ProductCategoryKey = dps.ProductCategoryKey;
To get this displayed I'm using nested tables which are then filtered on DisplayColumn.
Have a read through following article for all the details: Creating Multiple-Column Reports
Use the 'Report' menu in Visual Studio and select 'Report Properties'. You can set columns in the 'Layout' tab.
Try this msdn article about newsletter-style reports for more details: http://msdn.microsoft.com/en-us/library/ms159107.aspx
This method does have a limitation though so in some cases it might not be applicable:
Only PDF and Image renderers support
newsletter-style reports.
EDIT:
So one approach is to use multiple tablix with a filter that checks RowNumber and accordingly displays particular records in each table.
The other way is called Newsletter-style report (link). This formatting is retained only when report is exported as PDF or Image. It can be previewed only when you select 'Print Layout' on the Preview tab in Visual Studio. Here is an example:
Create a new report with the foll. dataset: SELECT ID,NAME FROM TABLENAME
Add a new table to the report and select the ID and Name as columns
Click on the tablix and press F4 to edit the tablix properties. In the properties window, change the Size - set the width to 2in
Click on the report area outside the report page boundary and press F4 to edit the report properties. In the properties window, change the Column value to 3, and column spacing value to 0.1
On the report scroll to the right hand side, you will notice that there are 2 new columns (so totally 3 columns on the report - because you selected 3 in step 4 above). Now click on the margin at the start of the column 2 and pull it further to the left to bring it as close to the column 1. This is only to reduce the need for huge page size.
Right click on the report area outside the report page boundary and select Report Properties. Change the Page Size - Set the width to 10in
Preview the report. Now select the 'Print Layout' tab to see the result. This formatting is retained only when report is exported as PDF or Image.
As noted in points 5 and 6 - since the report body flows into multiple columns, you must ensure that the page size is at-least equal to -> ([Original report body size times the number of columns] + all the column spacing values). Otherwise it will look messy.