SSRS - Struggling with Grouping - sql-server

Question

I've got a table that looks like this...
I need to create a report like this
but cant figure out how to create the columns in SSRS... any help would be greatly appreciated.

Answer 1

With a slight change to your data you can easily do this in SSRS.
Assuming your data is currently in a table that looks like example then you can use something like this in your dataset query..
SELECT Account, SalesPerson, Cost, Product, 'Expected' as Measure, ExpectedCloseDate as ActivityDate
FROM myTable WHERE ExpectedCloseDate IS NOT NULL
UNION ALL
SELECT Account, SalesPerson, Cost, Product, 'Actual' as Measure, ActualCloseDate as ActivityDate
FROM myTable WHERE ActualCloseDate IS NOT NULL
Then in your report, add a Matrix
Add a RowGroup that Groups by Account, SalesPerson and Product
Add a Column Group that groups by Measure
Add a Parent Column Group to the Measure column group that groups by
Year and Month
Once this is done, drop the Cost field onto the matrix as the data field and that should be that other than a bit of formatting on the date.
If you are still struggling, let me know and I will post a full answer, I'm not at my PC at the moment (and it's midnight!)

Answer 2

Not an expert on SSRS reports, but the actual data pivoting can be done in SQL. The solution below uses Common Table Expression's (CTE's) and the pivot keyword. The solution is not the most dynamic one, but it covers your example data.
-- create sample data
declare #data table
(
Account nvarchar(15),
SalesPerson nvarchar(15),
Cost int,
Product nvarchar(15),
ExpectedCloseDate date,
ActualCloseDate date
);
insert into #data (Account, SalesPerson, Cost, Product, ExpectedCloseDate, ActualCloseDate) values
('ABC House', 'John Doe', 120, 'Blocks', '2020-02-03', '2020-02-03'),
('Pizza House', 'Jose Guava', 10, 'Boxes', '2020-04-04', '2020-04-24'),
('The Hanger', 'John Doe', 10, 'Wings', '2020-02-03', '2020-06-24'),
('The Store', 'John Doe', 10, 'Catnip', '2020-02-03', null ),
('The Store', 'Jose Guava', 15, 'Boxes', '2020-03-04', '2020-05-24'),
('WangTai', 'Pete Ringer', 20, 'Lettuce', '2020-04-01', '2020-04-04'),
('WangTai', 'Pete Ringer', 22, 'Paper Plates', '2020-05-01', null ),
('Woolies', 'Pete Ringer', 20, 'Catnip', '2020-03-04', '2020-03-04');
Solution overview:
Convert the dates to months.
Pivot the expected costs.
Pivot the actual costs.
Join everything together.
Solution:
-- solution
with dataMonths as
(
select d.Account,
d.SalesPerson,
d.Product,
d.Cost,
month(d.ExpectedCloseDate) as 'ExpectedMonth',
month(d.ActualCloseDate) as 'ActualMonth'
from #data d
),
dataExpected as
(
select p.Account,
p.SalesPerson,
p.Product,
[2] as 'ExpFeb20',
[3] as 'ExpMar20',
[4] as 'ExpApr20',
[5] as 'ExpMay20',
[6] as 'ExpJun20',
[7] as 'ExpJul20'
from dataMonths dm
pivot ( sum(dm.Cost) for ExpectedMonth in ([2], [3], [4], [5], [6], [7]) ) p
),
dataActual as
(
select p.Account,
p.SalesPerson,
p.Product,
[2] as 'ActFeb20',
[3] as 'ActMar20',
[4] as 'ActApr20',
[5] as 'ActMay20',
[6] as 'ActJun20',
[7] as 'ActJul20'
from dataMonths dm
pivot ( sum(dm.Cost) for ActualMonth in ([2], [3], [4], [5], [6], [7]) ) p
)
select dm.Account,
dm.SalesPerson,
dm.Product,
de.ExpFeb20,
da.ActFeb20,
de.ExpMar20,
da.ActMar20,
de.ExpApr20,
da.ActApr20,
de.ExpMay20,
da.ActMay20,
de.ExpJun20,
da.ActJun20,
de.ExpJul20,
da.ActJul20
from dataMonths dm
join dataExpected de
on de.Account = dm.Account
and de.SalesPerson = dm.SalesPerson
and de.Product = dm.Product
join dataActual da
on da.Account = dm.Account
and da.SalesPerson = dm.SalesPerson
and da.Product = dm.Product;
This gives me something quite close to the final report:
Account SalesPerson Product ExpFeb20 ActFeb20 ExpMar20 ActMar20 ExpApr20 ActApr20 ExpMay20 ActMay20 ExpJun20 ActJun20 ExpJul20 ActJul20
--------------- --------------- --------------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- -----------
ABC House John Doe Blocks 120 120 NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
Pizza House Jose Guava Boxes NULL NULL NULL NULL 10 10 NULL NULL NULL NULL NULL NULL
The Hanger John Doe Wings 10 NULL NULL NULL NULL NULL NULL NULL NULL 10 NULL NULL
The Store John Doe Catnip 10 NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
The Store Jose Guava Boxes NULL NULL 15 NULL NULL NULL NULL 15 NULL NULL NULL NULL
WangTai Pete Ringer Lettuce NULL NULL NULL NULL 20 20 NULL NULL NULL NULL NULL NULL
WangTai Pete Ringer Paper Plates NULL NULL NULL NULL NULL NULL 22 NULL NULL NULL NULL NULL
Woolies Pete Ringer Catnip NULL NULL 20 20 NULL NULL NULL NULL NULL NULL NULL NULL