All:
I have the following data (see Raw Data attachment). Inside my SSRS Report, I have a column for "Name / Stream / Offer One / Offer Two" (Name is the column for the "Value" column shown in the image).
I need my SSRS Report to display one row of the "totals" for each Name. Then under this, I need a row for each Stream associated with the Name that displays the values for that stream.
For the SSRS Output (please see second screen shot). The data loads into my tablix, but I need one row for "BAG-CV" that displays the total for that Name. Then under this row, I need a row for "AR" stream with the data for.
If you see Name: JAC-FL, it has 5 streams listed under it. So I would need one row for the total of JAC-FL, then 5 rows under it listing all the streams associated with this name.
Hopefully this makes sense.
The concept that you are describing is a nested parent/child group (two levels of grouping in a single table). This is quite easy to do and I'll walk you through the steps for your particular scenario thanks to the helpful description and screenshots that you posted.
Create table: I would advise always starting with the innermost grouping and building the table outwards. In your case, the lowest data granularity is Stream/Offer1/Offer2 as these are displayed as raw details with no aggregation:
Add Parent Group For "Name": Click on the group at the bottom (or in the table) and add a parent group to the current table details group, making sure to include a group header (for the sum):
Screenshot #1:
Screenshot #2:
Add Fields: Add the additional fields to your table, ensuring that the middle row is using SUM aggregation as per the screenshot:
Results: You should see the additional header row on the parent group with the desired SUM.
Cleanup: The example above just creates the most basic and bare functionality. I would suggest cleaning it up and adding a visibility toggle on the details group:
PS. I realize you probably aren't in control of the database schema, but wow, exclamation marks in column names would drive me up the wall :)
Related
Currently my data is set up as a union of two tables. The red rows are Table 1 and the blue rows are Table 2. I am doing my union in SQL Server and am connecting this into Tableau. I am using Excel right now to depict what I am seeing (left pivot table) more easily and what I want to see (right made-up pivot table).
The current pivot table is showing when filtered on a particular Plant/Project/Product, those are the components that go into the Product and those are the months in which the Products are due to the customer. The values in the bottom row are the quantity of the Product that is due to the customer. For example- in June, a quantity of 1 of the 150-100020-1000 product is due to the customer. The quantities are showing up under a null component because that field isn’t in Table 2, as you can see in the blue rows.
I want those bottom row values to appear under literally any one of those components that are listed. In this case, it’s only showing one set of Plant/Project/Product, but I would want the formula/code to pick up on that too when it’s evaluating what to output. In the example on the right side made-up pivot table, I have the quantities showing up under the component #100, but it can be under any of them as long as the Plant/Project/Product is equal in both tables. I also don't want the blank/null dates from Table 1 to show up, but they are tied to the components so I can't filter them out easily.
I've tried several types of joins and temporarily tables to get this working and keep coming up blank. How can I set up my dataset to get the view I want to see in Tableau?
Dataset and Current View + View I Want
Your problem is you don't have a Component against a Qty. Hence for what you want somehow you need to create a Component. Perhaps this is possible using a FIXED calc, which would create this field across all records. If the value of Component doesn't matter create this calculation:
{MIN([Component])}
This should put 100 against each record.
If you also need to keep the existing Component value, when it exists, try a formula such as:
IFNULL([Component],{MIN([Component])})
Note I haven't tested any of this.
I know it's old technology (ancient now), but it's what I have to work with due to work.
I am able to create a Group and report and link it to a textbox to provide a collapsible report, with master data and detail data.
What I want to know, is it possible in SSRS2005 to create another sub-group to the first group?
i.e. Master record -> Detail -> Sub-details
Every time I try and add another detail row for example I only get one row of data in the sub-group, because it's tied to the Details Grouping. I cannot explicitly say "report grouped by this other subgroup" (where it offers you to create groups in the Group list).
Yes I am trying to do this in a table.
This is what I am after...
[+] Col1 Col2 Col3 Col4
[+] data data data data
Col1 Col2 Col3 ...
data data data ...
...
...
The [+] is what I want to set up to allow the expansion of another group within the first group.
The answer is not to try and pack too much into one reporting object. In this case the Table object.
I managed to have far more flexibility by placing the tables and fields inside a List object.
Try these...
Drop a List item into the report
Define the Dataset to your main dataset that contains all the data.
Note: For this to work you need a query that have as much as the master and detail data inside as ONE query, so obviously your master data will repeat as deep as it has to, to get to the lowest common dataset, which in my case was the action items per student.
The List object will act as the Master data reference for all your other objects inside of it.
Now you can play! Drop in a few textboxes to show the data for the master data you want to only show ONCE per "logical record". I'll let you ponder what that meant!
Now to show subgroups, you'll need Tables for each one. Drop a Table object
In each table (group) don't specify a dataset, as I said above, all the data comes from the List.
But for each table, you'll need to define your Details Grouping. Go ahead and simply state the group parameters you require for the sub-group. So in my case, I want to display ONE row of Students, but any amount of Actions each student has. So place a StudentID for the student and an ActionID for the actions as a combined grouping.
Repeat the above for any other groups, and define their groupings so you don't get repeatitive data. One table could only have one pivot or group, so just define the index for that inside the Details Grouping. Do not use the Add.. feature to add groups, because you'll be adding groups within subgroups and go into another level again! Beware.
I hope this made sense.
I have a basic report with a one Dataset and one column group.
When I run the report, the column groups shows all the columns I want to see as expected. However, some of the columns, I need to be merged.
For example, I have these columns that all show up, but need to merge to a single column Visa, then report shows the transaction amounts.
Visa Sign, Visa PIN, Visa Tap
How would I merge these columns and rename the main column to just Visa?
My first approach was the modify the dataset query and change anything the payment type to "Visa", but it turns out I can't use update statements since the raw data is still needed for another report.
Next, I tried using Lookups to find anything with "Visa%" and display the the data, but I still can't get the other columns merged to 1.
Any ideas would be great!
I am trying to create a batch report of multiple invoices using SSRS 2008 R2.
I have created the initial invoice report and have it set up with a parameter; the parameter uses an InvoiceID to populate the data within the invoice report.
I have created another report using lists, inside the list contains the information that was in my original invoice report but using a different parameter (BatchID). The problem I am running into with this is that instead of creating a single invoice for each invoiceID it is creating an invoice for each line item within each invoice. i.e.~ Instead of incorporating multiple items based on the InvoiceID (as the original report did) it is creating a report for each of the items.
What would be the best way of running a batch of these invoices? Am I going about this the wrong way or am I on the right track but missing something?
Thanks in advance!
SELECT i.InvoiceId, i.InvoiceNumber, i.BillTo_Line1, i.BillTo_Line2, i.BillTo_City, i.BillTo_StateOrProvince, i.BillTo_PostalCode, i.CustomerIdName,
i.ce_OutstandingBalance, i.ce_BillToDate, i.ce_BillFromDate, i.TotalAmount, id.ProductIdName, id.ce_customeridName, id.ce_CustomerProductName,
id.InvoiceDetailId, id.BaseAmount, id.PricePerUnit, id.ce_rate
FROM
Invoice AS i RIGHT OUTER JOIN
InvoiceDetail AS id ON i.InvoiceId = id.InvoiceId
Once I enter the invoiceID I get my report
My intent is to be able to run the report against multiple invoicesid numbers without having to select the invoice number itself. I have another table that collects the invoiceid's based on a batchid that they are run in.
So far I have attempted to create a subreport with the original report and Create a separate report that uses a list and attempt to group by InvoiceID for each batchid. Though with each of these I have so far been unsuccessful.
I am new to SSRS and have been pouring over documentation from MSDN about SSRS and the different abilities.
For this sort of repeating list, it's a matter of understanding how a list/grouping works.
Lists, Tables and Matrixes are all the same underlying object - the Tablix.
A List is a Tablix with one detail row (i.e. one Tablix row for each row in the Dataset), one textbox in that row, and a Rectangle in that textbox. The Rectangle can have various embedded elements like more textboxes and as such provides a repeating free-form item for each row in the Dataset.
You can see this when you create a List in the designer:
I assume your report query takes a BatchID and returns a number of invoices and their invoice details. I've taken some liberties with your data and created a simplified sample Dataset:
You want the Rectangle to repeat for every InvoiceNo. Currently the Row Group has no grouping item - change this to InvoiceNo under the Group properties and expand the Rectangle as required.
You can start adding in elements such as textboxes for the Invoice level items, something like:
Note that the left side of the Tablix has changed from lines to a bracket - this is because a grouping item was added to the Row Group.
This will repeat once for each InvoiceNo. Now we want to add the line items - you can do this by dragging a new Table into the Rectangle. Since we have a Row Group in place this table will only display items in that group:
When run for the sample data, this gives an ugly but functional repeating invoice report:
This could be tidied up as required, and page groups inserted between Group items in the Group properties as required.
Hopefully this at least gives you a rough idea of how you might go about your task.
Note: I'm working with a large complex database, so for clarity's sake I have simplified the set up below.
I struggled a bit with how to title the question since it's a bit of a complex question. I hope it's accurate enough....
A bit of background first:
I have an Access 2010 database that contains a one-to-many relationship between a table Called "Products" and a table called "Datasets" (ie I have a bunch of products, and each product has multiple datasets). Each has an autonumber key field (p_ID and d_ID respectively) as well as numerous other fields.
I have a form (lets call it frm_Main) that has two subforms: sub_Products (based on the "Products" table) and sub_Datasets (based on the "Datasets" table). On the main form I have a control ctrl_SelectedProduct which is linked to [sub_Products]![p_ID] to see which record in sub_Products is selected / has the focus, and the sub_Datasets subform is linked to this control so that it only displays Datasets records that belong to the selected Products record.
On the main form I also have a number of controls that I'm using for filtering the data in the subforms. For example, I have a control ctrl_Category. I have this control coded so that when the user changes the value of the control, a filter is applied that limits the records in sub_Products to only those that have a p_Category value equal to whatever is chosen in ctrl_Category. If the control is blank, it will show all records. All this works great when if comes to filtering based on fields in the Products table.
Now the problem:
My problem is that I also want to be able to filter based on fields in the Datasets table. For example, Datasets has a field called d_Status. I want the user to be able to chose the status in a control (ctrl_Status), and based on this:
1) sub_Products will be filtered to display only those Products records that have an assotiated Datasets record (or records) that has d_Status equal to whatever was chosen in ctrl_Status
then
2) when a Products record is selected in this filtered sub_Products, sub_Datasets will only show the Datasets records that has d_Status equal to whatever was chosen in ctrl_Status
I know how to do part2. But I have no idea how to get part1 to work. Since sub_Products is currently based on the Products table, which does not have the d_Status field, I have no way to filter it based on that field. Thus, I'm assuming my first step will be to change my setup so that sub_Products is based on a query that combines the two tables (or at least adds the d_Status field).
If I do that, however, I get duplicate Product records. I can't use the query's Unique Values property because if I have a product that has two datasets, one with status "Current" and a one with status "Archived", then those aren't considered duplicates, and the product info is there twice. If I don't have the status field displayed, it shows only unique products initially, but then I can't subsequently apply a filter based on that non-displayed field.
I also tried basing sub_Products on a Totals query in order to utilize the Group By functionality, but I still couldn't get it to work right. Even if I could I don't think that's the best solution, because you can only have 10 fields with Group By, and my Products table has more than 10 fields that I need displayed in sub_Products.
I feel like I'm now just going around in circles and am at a loss of what to try from here. Please help!
Couldn't you add something like this?
Private Sub ctrl_Category_AfterUpdate()
Form_frm_Main.Recordsource = "Select * from Products where p_ID IN(" & _
"Select p_ID from Datasets where d_Status = " & _
Me!ctrl_Category.Value & ")"
End Sub
Alternately, you can access the childform via the parent of the other child form.
This is a non-working snippet just to give you the idea:
Me.Parent.otherChildFormName.Form.Recordsource = whatever