I have a column that gets its value from Commission %(percentage is based on a customer # so it can change) multiplied by Profit column by using the following expression:
=Fields!Profit.Value * ReportItems!Commission%.Value
I need to get subtotal for the Commission Total column. When I try to total the commission I get the error:
"The Value expression for the textrun 'Textbox91.Paragraphs[0].TextRuns[0]' uses an aggregate function on a report item. Aggregate functions can be used only on report items contained in page headers and footers."
I then tried to SUM the value of the textbox by using =SUM(ReportItems!Textbox65.Value) but it would only grab the last result and not sum all of them.
The subtotal of the Commission Total column should be 14.64 not 2.13045. I am trying to total the Commission Total column.
Well, the problem is that aggregate functions like Sum don't like to operate on ReportItems. I think that the value in the Commission% column comes from an expression that uses elements (or even just one element) of the Fields collection, so you just have to use that same expression when calculating the total commission, for example
=Sum(Fields!Profit.Value*Fields!Commission%.Value)
I used the report wizard in design view in visual studio and exported to report server and ran, see attached image, commission total is correctly displayed without the use of reportitems.
Related
I am working with a data set where i have to get Min or Max for different text fields. My dataset can have thousands of rows so below is a simpler example. So I have 3 categories having multiple values and I can put this dataset in GDS to build a table where I select Category as dimention and Value as Max(Value) in metric.
Now I need to see the sum of all those values too. But like the pivot table in excel, the subtotal in GDS shows the Max out of all the max listed above. So instead of 65, it shows 30 in GDS. Is there a way I can get it to show the sum?
To reach the desired result you will need:
Make a data combination, not being necessary to insert a second base, just so that a current base is defined as a data combination.
In the combination use the Category dimension and define the Max Value metric. The combination is only necessary for the metric to be used in the table as a dimension (this is a property resulting from the combination of data).
Configure the table with the Category dimension and Include the metric with the Value sum option. Remember that now Value is the maximum value (as defined in the data combination).
Finally, display the Summary line. And the desired result is obtained
I have a report, that shows the individual sales commission for each employee.
The expression for the Sales Commission is:
=Sum(Fields!Total_Comission.Value)*Parameters!Distribution_Factor.Value*Fields!Individual_Factor.Value
Now I want to add a total for this field. If I just right click the cell and click on Add Total, it works but gives out the wrong total.
If I try to sum the field like this:
=Sum(Reportitems!GO_Prov.Value)
I get the error:
The Value expression for the textrun 'Textbox93.Paragraphs[0].TextRuns[0]' uses an aggregate function on a report item. Aggregate functions can be used only on report items contained in page headers and footers.
Is there a workaround to sum the aggregated field of this tablix? Maybe with a code?
Thanks in advance.
Update1:
Unfortunately i don't know how to write custom codes. But I found this code:
Public Total_lookup_Sum As Integer = 0
Public Function Lookup_Sum(ByVal value As Integer) As Integer
Total_lookup_Sum = Total_lookup_Sum + value
Return value
End Function
The expression i used for the Sales Commission is now:
=Code.Lookup_Sum((Sum(Fields!Total_Comission.Value)*Parameters!Distribution_Factor.Value*Fields!Individual_Factor.Value))
And the expression for the field where i would like to get the sum is:
=Code.Total_lookup_Sum
Now i get the error:
There is an error on line 0 of custom code: [BC30205] End of
statement expected.
Is there a way to solve this?
Scenarios like these can be tricky in SSRS. From your description (even though the screenshot doesn't really show everything), I'm guessing that you've got rows grouped by salesperson. In your column that's calculating the commission, you've got a sum of "Total_commission", but you've just got the "Individual_Factor" value not aggregated. Again, having a guess, but each underlying row (by employee) must have the same "Individual_Factor" value (so actually using Min(Individual_Factor) would give the same result).
But then, when you try and just take the same formula (or even a derivation of the formula), and make an overall aggregate of all of the rows, how does SSRS know which "Individual_Factor" value to use? You don't want Min() or Max(), because that would just be the lowest or highest value across all of the salespeople.
Your suggestion of a workaround via code is generally the way that I approach this. You need a report variable, something like "Commission_Grand_Total", and then you need a function in the report code that accepts 1 parameter, and in the function you'll add the parameter value to the variable. The easiest thing to do is to make the parameter the return value of the function.
Then, in the field where you currently have your commission formula (on the salesperson row), the expression in that field becomes =TheFunctionYouCreate((Sum(Fields!Total_Comission.Value)*Parameters!Distribution_Factor.Value*Fields!Individual_Factor.Value))
By passing the formula to the function, you're achieving two things:
The function will take each salesperson's calculated commission and add it to your report variable
The function will output the parameter value that you passed in (since you want to display the calculated commission amount on each salesperson's row)
Lastly, to display the overall total, the expression for that field is just the report variable that holds the overall total (that has been cumulatively added to as SSRS wrote out each salesperson's record)
TIP: I sometimes do this same sort of thing, but if I don't want the row-by-row value to be shown (I just want the cumulative total to be calculated), just put the expression that calls the function in a hidden column. SSRS will still run the function as it renders each row, but obviously it's just not displaying the result of the function.
Some MS reference for report variables and code
https://learn.microsoft.com/en-us/sql/reporting-services/report-design/built-in-collections-report-and-group-variables-references-report-builder?view=sql-server-ver15
https://learn.microsoft.com/en-us/sql/reporting-services/report-design/add-code-to-a-report-ssrs?view=sql-server-ver15
This is untested unfortunately but...
assuming you have a rowgroup for employee called EmployeeGroup then the expression would look like this...
=SUM(
Sum(Fields!Total_Comission.Value, "EmployeeGroup")
* Parameters!Distribution_Factor.Value
* FIRST(Fields!Individual_Factor.Value, "EmployeeGroup")
)
The inner expression reads as
Sum of Total_Comission with current employee group
... multiplied by Distribution Factor
... multiplied by the first individual factor with the current employee group
The outer expression just sums all the individual employee level sums.
I am trying to take the percentage of a count function so to create a MS BIDS report resembling this excel file:
Excel Close Rate Summary
The unique identifier for the opportunities is the field "opportunityid", so I am using COUNT(Fields!opportunityid.Value) to determine the number of cases in each stage. I want to write an expression that will return the percentage of cases in each stage per creation month. Which can be seen in the above excel screenshot.
This is my current MS BIDS report when i preview it
To be more specific, I want to have the percentage of "Active" and "New" opportunities in January to represent 67% and 33% respectively. 67% comes from 4/6. The 4 comes from the active opportunities out of the 6 opportunities created in January. Likewise, the 33% comes from the 2 new opportunities out of the 6 that were created in January.
There are more stage names than Active and New. Other options include New, Warm, Hot, Implementation, Active, Hibernate or Canceled. This is relevant to mention because I have tried to create an expression that counts based on the number of opportunities with a specific stage name, but have been unsuccessful.
Currently the expression I am using to calculate the percentage is:
=COUNT(Fields!new_rptstage.Value)/SUM(COUNT(Fields!opportunityid.Value),"GroupbyStageName")
Based on this expression, I am only able to get 1/1 or 100% for each of the stage names. I have tried a bunch of variations of the above expression by changing the scope, but have been unsuccessful in getting the desired results. Can someone explain how to correct this?
SAMPLE DATA:
In the sample data, I want the expression to be in the percentage column. The percentage should be the # of cases in a particular stage for the total cases that month. So looking at the above picture:
Active February 54 54/168 [have 54/168 display as a percentage]
Warm February 8 8/168
etc.
EDIT:
These are the expressions that may help show the underlying data in the chart.
The creation month expression is
=Fields!MonthCreated.Value & " " & year(Fields!createdon.Value)
The percent expression is listed above.
You don't want to use the COUNT() function. COUNT(*) returns a count of the number of rows that have a value. It doesn't return the actual value.
Since you've only showed a screen shot of your report, I don't know how your underlying data columns relate to it, but what you want to do for your Percent column expression is this:
This is psuedo code because I don't know your dataset field names:
CaseCount.Value / SUM(CaseCount.Value)
EDIT: Now that I better understand how your data relates to your report, I think the only change you need to make to your existing formula is casting it to a decimal type. It's probably rounding all fractions up to 1.
Try this for the expression in your percentage column:
=CDbl(COUNT(Fields!new_rptstage.Value))/CDbl(SUM(COUNT(Fields!opportunityid.Value),"GroupbyStageName"))
I'm working on a SSAS cube to allow user to analyze some sales.
So, I created a fact table to record all sales and few dimensions to browse inside data (category / location & store, etc...).
This is a example of the fact table output (from SQL Server Management Studio) :
When I browse my cube, I can review all sales including date, quantity, etc.
However, when I add some fields like the "unit price" or the "unit cost", it returns me a strange result probably due to an aggregate behavior.
It seems it return the sum of all matching rows (aggregateFunction property).
How to simply display the unit price of a sale without apply any calculation to the unit price column. The None value for the AttributeFunction display BLANK/NULL.
If your unitCost and unitPrice are the same for each product (I mean unitCost can be only 77.6 for product_id = 2), you can just use average (or even emulate average by SUM/COUNT) - but only for product dimension on axis!
Another dimensions will show real average values.
Maybe it's better to use this 'static' fields like attribute properties in 'Product' dimension? But you still need to add some logic to choose one value for several (or all) product members selected.
I have a Matrix style report that I have created and it is currently displaying a total count of items for a series of companies throughout a 12 month period.
[Company1] [Company2] [Etc....] [Total]
[May] (Count)(Percent)
[June]
[Etc]
[Totals]-----------------------------------------------------
The last column total is a subtotal function and automatically adds column counts based on what is in the Column group which in my case gives me a total for both (Count)(Percent)
I only want to show <Count> but I don't find any method of modifying the parameters for the subtotal function.
The only way I found was to add an additional matrix to the right hand side of the main but only display total counts. Kind of hokey and I will refrain from implementing it at this time.
Any suggestions?