Need Help With Conditional Group Summary
Sep 13, 2007
I have a report that groups on company name, then has a sub group that lists all the invoice details for that company. I want to have the layout put a sum line for those companies that have more than one invoice shown for them, and nothing if only one invoice. I dont want to clutter the report with redundant individual sum totals when there is only one row in the first place.
.
My first attempt was to play with the visibility of the group footer (entire row) with this expression:
=Iif(RowNumber(Fields!Invno.value)>1, False, True)
I get this error:
The Hidden expression for the table €˜datadetail€™ has a scope parameter that is not valid for an aggregate function. 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.
I can't think of another way to do this in the report layout. I could go back to the sql code and do a lot of sql gymnastics to create a row number for each company and base my visibility off of that, but I am really hoping there is a simpler way to do this in the report layout. Any help would be most appreciated!!
Carl Henthorn
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Apr 12, 2007
I hope someone can help me with this one. I can't seem to find a way to solve my problem. I am converting a report from Crystal to RS. In Crystal I am using global variables to keep track of group totals for a final summary. I need a similar result from RS. Data example
Group A
PK Field
Summary Data Field
1
250
2
300
Group A Total
550
Group B
3
100
4
50
Group B Total
150
Grand Total
700
The underlying query contains detail data and I am using a table with two group levels. All details are hidden.
To calculate the totals at the detail level I need to know what the total value for the entire group is. This leads me to my problem, it is not possible (as far as I can tell) to summarize a summary (I get an error). I have tried using the code window to store variables but the value returns a 0. I found a suggestion here http://msdn2.microsoft.com/en-us/library/bb395166.aspx under Distinct Sum, but I can't call the function using the Sum command given that the formula to calculate the value is already using the sum command. I hope this makes sense.
Thanks,
Simone
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Jun 3, 2014
I have column which stores People count based on department, Now I want to keep them in the batch of 1000, If the running summary of (No of people) from departments reached 1000 then it should start sum(no of people) from 0 to 1000
Is there any running summary kind of function which can start sum record with in range of 0-1000
For Ex. My Data stored like this
Dept People Count
CSE 200
IT 250
EEE 312
ECE 214
MEC 337
Batch Grouping
Dept People Count BatchSum
CSE 200 200
IT 250 450
EEE 312 762
ECE 214 976
MEC 337 337 (Note here since its crossing 1000, its resetting and starting summary)
I implemented this with While Loop & if condition, But its very slow, is there any other way to achieve it in better way.
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Jul 15, 2006
Hi,
Can anyone help me in writing this sql query, i want to group my select statement depending on the parameter user is passing.
Say when @group='Cell' I want to group by CellID otherwise different conditions, something like below query but it is not working. I know we can't use case directly in where but please let me know if there is any other work around.
I don't want to use dynamic query and also this is big SP so i dont want to break sp in four conditions.
declare @group varchar(10)
set @group='Cell'
select cellid,sum(count)
FROM CellImpressionFact
WHERE ImpressionTypeLevelId = 2
AND ImpressionTypeId = 4
group by
case when group='Cell' then GROUP BY CellId
else group by activityID
end
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Dec 13, 2007
I have a table QT defined as
CREATE TABLE [dbo].[QT](
[Query] [nvarchar](50) NULL,
[Frequency] [int] NULL
) ON [PRIMARY]
Now based on a parameter I want to return it's columns grouped by the query column or return all the rows or the rows grouped by query columns.
This is the sql I am trying to write
select
case when @groupbyQuery = 'true' then 'ALL' else query end
,sum(frequency)
from qt
group by query
But this does not give me the desired result. ?Is there a way to do conditional group by?
Any other way of achieving this?
Thanks
Aye.
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Apr 17, 2008
Hi,
I was wondering if there was a way to do a conditional group in Reporting Services or do I need to create another report? One user wants it grouped by a certain field and another user does not want it grouped at all. I know I can hide the group header with a parameter but I don't want it sorted by the group either.
Thanks for any help.
Fred
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Oct 19, 2007
Hello,
I am having a problem trying to do some conditional formatting on the text color.
This textbox is in the Group Footer so i essentially want change the color to red if the SUM of one field in the group is less than the SUM of another field in the same group.
I am doing this:
=Iif(Sum(Fields!YTDChargeHours)< Sum(Fields!YTDForecast), "Red", "Black")
but i am getting this error:
[rsRuntimeErrorInExpression] The Color expression for the textbox €˜YTDChargeHours€™ contains an error: Operation is not valid due to the current state of the object.
Thanks in advance!
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Feb 6, 2008
I'll try to make this simple. I'm on SSRS 2005 and I have a report with a matrix object that has one row group and one column group. I need to switch the number format only for values where the column group has a specific value.
For example, here are the records in the table:
Customer, Type, Amount
Customer1, Revenue, -100
Customer2, Cost, 60
Customer1, Revenue, -200
Customer2, Cost, 125
By default the matrix object shows the following (the total comes from the standard subtotal on the column group):
Revenue Cost Total
Customer1 -100 60 -40
Customer2 -200 125 -75
But the users need the report to look like this, with all positives (why, oh why?! ):
Revenue Cost Total
Customer1 100 60 40
Customer2 200 125 75
I was able to use the inscope function to switch the signs of the Total numbers. But now I need to switch the signs of the Revenue column from negative to positive (and vice versa), without affecting the signs of the Cost column. It's strange to me because I CAN switch the signs for a specific row group (changing Customer1's number format, without affecting Customer2's format) using something like this:
=iif(Fields!Customer.Value = "Customer1", "($#,###.#0); $#,###.#0", "$#,###.#0; ($#,###.#0)")
But a similar expression specifying a column group value does not work, because the report seemingly doesn't recognize the value of the column group at all no matter what I do:
=iif(Fields!Type.Value = "Revenue", "($#,###.#0); $#,###.#0", "$#,###.#0; ($#,###.#0)")
The other reason why this is strange is that I've done drill-through reports off of matrix objects where specific column group values (the ones clicked on) can be passed into the drill-through report parameters. So it recognizes the column group values upon drill-through, but not for formatting?
How else can I do this? I must be missing something here. Thanks.
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Mar 7, 2008
Hello everyone,
Is there a way in order to execute a subscribed report based on a certain criteria?
For example, let's say send a report to users when data exist on the report else if no data is returned by the query
executed by the report then it will not send the report to users.
My current situation here is that users tend to say that this should not happen, since no pertinent information is contained in the report, why would they receive email with blank data in it.
Any help or suggestions will be much appreciated.
Thanks,
Larry
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Apr 10, 2007
Trying to create a summary table of current product table, so that they is only 1 line for each product (even if the product is in both warehouses - in this case take table for warehouse 1) Therefore standard case statement becomes:
CASE WHEN exists (select product from stock where warehouse = '02' and product = stock.product and product in (select product from stock where warehouse = '01'))
ProductDescription = (select distinct long_description from stock where warehouse = '01' and product = stock.product)
ELSE
ProductDescription = (select distinct long_description from stock where product = stock.product and (warehouse = '01' or warehouse = '02'))
END
Is there another way of writting this, instead of repeating the above code for each column in the table?
THANKS
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Jun 18, 2008
Hi,
Once again some doubt!
I have a query as below -
Select TeamName ,
SUM(CASE WHEN Team_Date = '01/07/2007' THEN Team_Total ELSE 0 END) AS [Jul 07] ,
SUM(CASE WHEN Team_Date = '01/08/2007' THEN Team_Total ELSE 0 END) AS [Aug 07] ,
SUM(CASE WHEN Team_Date = '01/09/2007' THEN Team_Total ELSE 0 END) AS [Sep 07] ,
SUM(CASE WHEN Team_Date = '01/10/2007' THEN Team_Total ELSE 0 END) AS [Oct 07] ,
SUM(CASE WHEN Team_Date = '01/11/2007' THEN Team_Total ELSE 0 END) AS [Nov 07] ,
SUM(CASE WHEN Team_Date = '01/12/2007' THEN Team_Total ELSE 0 END) AS [Dec 07] ,
SUM(CASE WHEN Team_Date = '01/01/2008' THEN Team_Total ELSE 0 END) AS [Jan 08] ,
SUM(CASE WHEN Team_Date = '01/02/2008' THEN Team_Total ELSE 0 END) AS [Feb 08] ,
SUM(CASE WHEN Team_Date = '01/03/2008' THEN Team_Total ELSE 0 END) AS [Mar 08] ,
SUM(CASE WHEN Team_Date = '01/04/2008' THEN Team_Total ELSE 0 END) AS [Apr 08] ,
SUM(CASE WHEN Team_Date = '01/05/2008' THEN Team_Total ELSE 0 END) AS [May 08] ,
SUM(CASE WHEN Team_Date = '01/06/2008' THEN Team_Total ELSE 0 END) AS [Jun 08]
FROM dbo.uView_DimHC_Team_Details_View1 where TeamParentID < '3' GROUP BY TeamName ORDER BYTeamName
This basically creates a table where I have team names as rows, month names as columns and team strength as each value.
Now I want to add one row at the bottom which gives a summary which basically calculates all the values in that column. I am displaying this on web where I can do this using gridview but the problem is I am using the same gridview for 2-3 different queries which have different columns so the rowdatabound method can not be used.
How can I get aggregate row at the end of table from this table?
Thanks
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Jan 18, 2007
I have a table which contains a sports schedule:
team1_id,team2_id,result1,result2
result1 is for team1_id
result2 is for team2_id
I want to run a query to get summarize the two id fields with their assoiciated results:
For Example the dataset might look like this:
row 1 - id1=20,id2=30,result1=1,result2=3
row 2 - id1=30,id2=20,result1=2,result2=2
row 3 - id1=20,id2=40,result1=3,result2=1
row 4 - id1=40,id2=20,result1=1,result2=3
how do I build the query to merge the ids and thier respective results into one countable dataset
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Sep 29, 2015
I have an SSRS 2012 table report with groups; each group is broken ie. one group for one page, and there are multiple groups in multiple pages.
'GroupName' column has multiple values - X,Y,Z,......
I need to group 'GroupName' with X,Y,Z,..... ie value X in page 1,value Y in page 2, value Z in page 3...
Now, I need to display another column (ABC) in this table report (outside the group column 'GroupName'); this outside column itself is another column header (not a group header) in the table (report) and it derives its name partly from the 'GroupName' Â values:
Example:
Value X for GroupName in page 1 will mean, in page 1, column Name of ABC column must be ABC-X Value Y for GroupName in page 2 will mean, in page 2, column Name of ABC column must be ABC-Y Value Z for GroupName in page 3 will mean, in page 3, column Name of
ABC column must be ABC-Z
ie the column name of ABC (Clm ABC) Â must be dynamic as per the GroupName values (X,Y,Z....)
Page1:
GroupName          Clm ABC-X
X
Page2:
GroupName          Clm ABC-Y
Y
Page3:
GroupName          Clm ABC-Z
Z
I have been able to use First(ReportItems!GroupName.Value) in the Page Header to get GroupNames displayed in each page; I get X in page 1, Y in page 2, Z in page 3.....
However, when I use ReportItems (that refers to a group name) in the Report Body outside the group,
I get the following error:
Report item expressions can only refer to other report items within the same grouping scope or a containing grouping scope
I need to get the X, Y, Z ... in each page for the column ABC.
I have been able to use this - First(Fields!GroupName.Value); however, I get ABC-X, ABC-X, ABC-X in each of the pages for the ABC column, instead of ABC-X in page 1, ABC-Y in page 2, ABC-Z in page 3, ...
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Aug 8, 2004
hi
suppose the recordset like this, that shows the cell phone models of nokia, siemens,...
IDModel Mark ModelCaption
1 nokia 6100
2 nokia 6220
3 nokia 6600
4 siemens mc65
5 siemens sx1
now, i want to organize these records to somethin like this:
Mark Models
nokia 6100,6220,6600
siemens mc65,sx1
how can i do it?
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Dec 9, 2004
I am trying to sum up sales for employees and get the employee with the highest sales in one query. The query I have below works but it doesnt get me the EmployeeID. Assume all the fields are in the same table. If I try to do something like this it bombs on me: "MAX(SUM(OrderAmount)"
SELECT Max(OrdersSum) AS MaxOrders FROM (SELECT SUM(OrderAmount) as OrdersSum
FROM Orders
GROUP BY EmployeeID);
Thanks in advance!
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Feb 26, 2004
Hi,
I have problem with query/sp which need to return one resultset with strucure like:
summary row1
detail row1
detail row2
detail row3
summary row2
detail row4
detail row5
...
Tables:
T_HW (HW_ID INT, CatID INT, other cols (NVARCHARs, INTs, DATETIMEs, NTEXTs etc.)
T_Category (CatID INT, Manufact NVARCHAR (100), other cols)
The output I need is ( '|' means cols separator) :
Manufact1 | No of recs from HW for this Manufact | nulls ...
null | null | HW1 from Manufact1 details ...
null | null | HW2 from Manufact1 details ...
Manufact2 | No of recs from HW for this Manufact | nulls ...
null | null | HW3 from Manufact2 details ...
...
it needs to be one result recordset
Thx in advance,
MST78
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Mar 16, 2008
Hello everyone,
I'm trying to build a report that calculates a summary of all my applicants based on the center they're enrolled in.
I have built a table that displays all applicants and sorts them by the center and I can use the count function to get a count of ALL applicants for all centers, but not a count of each center in one report:
example:
Applicant1 Field1 Field2 Field3 Center 1
Applicant2 Field1 Field2 Field3 Center 1
Applicant3 Field1 Field2 Field3 Center 1
Applicant4 Field1 Field2 Field3 Center 1
Applicant5 Field1 Field2 Field3 Center 2
Applicant6 Field1 Field2 Field3 Center 2
Applicant7 Field1 Field2 Field3 Center 2
I need the count of all applicants from center 1, center 2, etc..
In this example I need 4 for center 1, 3 for center 2 etc..
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Jan 10, 2008
Hello,
I am trying to create two subreports in the main report. One sub report should give detail data and other sub report shuold give sumamry data. Is detail and summary reports are possible in sub reports? Iappreciate your help on this.
Thanks,
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Mar 7, 2006
I'm not sure this is the correct forum for this, but it seemed to be the best place to start.
I have been trying to manage my SQL 2000 Databases using Microsoft SQL Server Management Studio. It works well for most everything. The problem is, however, that there is no equivalent to the SQL 2000 Taskpad View in SQL Server Management Sudio.
In the Summary screen when connected to a 2000 Database the Reports button is disabled. If I restore a 2000 Database into a 2005 DBE then I get the message that the compatibilty Mode is 80 and I must set it to 90 to get this report.
I could switch this to a 90 compatibility mode, but I don't think I should need to do this. Additionally, I don't want to have 2000 and 2005 both installed to quicly examine the used to free space ratio on a Database.
How do I get around this? Is there a switch that I missed somewhere? Is it possible to get the Disk Usage report to work from the Database Summary Page for a 2000 Database or a Database running in 80 Compatibilty mode?
Thank you,
Jeffrey Irish
jeff.irish@apisoftwareinc.com
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Jun 29, 2007
I have a report that requires 2 "tables". The first table summarizes total
lbs by a category and then provides a company total at the end:
cat 1 75
cat 2 100
cat 3 200
-------
total 375
The second table needs to display the % of the total for each category:
cat 1 20%
cat 2 27%
cat 3 53%
-------
total 100%
How can I reference the company total for doing the calculations for the
second table? I am working with Visual Studio 2003. My dataset pulls a
file from the AS400 using an sql statement.
Thank you, PB
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Jan 8, 2008
Hi.
I have a Metrix include CheckNbr, InvoiceNbr, InvoiceAmount, ItemNo, ItemQty and Group by
CheckNbr & InvoiceNbr. InvoiceNbr parent group is CheckNbr.
Does anybody knows how to make a summary of InvoiceAmount when CheckNbr changed?
I tried to use sum(InvoiceAmount, Group) but I got wrong amount, because the amount will duplicate count according to ItemNo record count.
Thanks
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Apr 14, 2007
Hi all
Our company is considering using replication to synchronize data between handheld devices and SQL Server 2005. One of our requirements is the ability to retrieve a summary of all updated records in the Tags table (only on the server) each time data is retrieved from one of the handhelds.
Is this easily accomplished? How can it be done?
Thanks.
-Kevin
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May 1, 2006
Let me try to be as clear as possible. I am using VWD c# code behind asp.net 2.0
A company has to track the types of calls multiple extensions receive.
Each extension receives hundreds of calls each day stored in a table.
I need to generate a Report that produces one row for each extension and it counts the types of calls that extension receives.
(I would like to use some type of Data control to do this)
I can display the extensions:
SqlConnection connection = new SqlConnection(ConfigurationManager.ConnectionStrings["MyDB"].ConnectionString);
connection.Open();
string sql = "Select extension from View1 where DATEADD(d,0,DATEDIFF(d,0,insertDate))='5/01/06' group by extension";
SqlCommand command = new SqlCommand(sql, connection);
SqlDataReader dr = command.ExecuteReader();
while (dr.Read())
{
string ext= (dr["extension"].ToString());
Response.Write ( ext + "<br>");
This is where I need do my counts.. I tried to create and run a count(*) queary while in the readerbut it craps out..........
int total;
string countcmd = "select count(id) as total from leads where ext='" + ext + "' and dateadd(d,0,datediff(d,0,insertdate))='5/01/06'";
sqlcommand cmd = new sqlcommand(countcmd, connection);
total = (int)cmd.executescalar();
Response.Write(total + "<br>");
gives me Error
3 The type or namespace name 'sqlcommand' could not be found (are you missing a using directive or an assembly reference?)
Any help would be greatly appreciated,
Doug
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May 28, 2013
way to insert a summary row where there are no query results - in effect a row to say there were no results for today. I am using SQL Server 2008.
I have created a report which uses 2 tables to store all daily transactions & a one row summary of those daily transactions for upto 4 countries - both tables are updated nightly by 2 SP and the unique identifier is a field called ID which contains the country code and date;
table1_detail;
store all daily transactions for 4 countries and the unique identifier is an ID which stores the country code and date (XX_ddmmyy) eg GB_280513. There may be transactions for upto 4 countries(GB/FR/IE/DE) per day or there may be none.
Table1:
Code:
ID DATE CUST VALUE ERROR ...etc
GB_280513 280513 101 10.50 YES
GB_280513 280513 102 90.00 NO
FR_280513 280513 201 25.00 NO
IE_280513 280513 301 60.00 NO
FR_280513 280513 202 10.50 YES
FR_280513 280513 203 10.50 NO
GB_280513 280513 103 20.00 YES
GB_280513 280513 104 5.00 YES
table2_summary;
summary of daily transactions per unique identifier (XX_ddmmyy) in table1_detail. When there are transactions per unique identifier in table1 the SP inserts a row summarising quantity, value, error count etc.
Table2:
Code:
ID DATE NO OF TRANS VALUE NO OF ERROR ...etc
GB_280513 280513 4 125.50 3
FR_280513 280513 3 46.00 1
IE_280513 280513 1 60.00 0
I need the insert into table2_summary to be able to insert a row everyday for each country showing zeros where there were no transactions for that day (ID) in table1;
Table2 expected results:
Code:
ID DATE NO OF TRANS VALUE NO OF ERROR ...etc
GB_280513 280513 4 125.50 3
FR_280513 280513 3 46.00 1
IE_280513 280513 1 60.00 0
DE_280513 280513 0 0.00 0
When there are no transactions in table1 for a day (ID) then the summary needs 4 zero rows inserted.
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Dec 1, 2014
I am doing some work in microstrategy reports and using SQL data cube. I am creating a summary report (Counting on Unique ID) in MS where when I put in a particular attribute/column from cube it splits the data count down into 2 separate values that I have defined in the select case statement of the SQL query.
I want to work out a ratio of the count unique ID between these two values but can't do this in MS report as it is not a physical column but summary split of data.Is there a way I can do this in SQL? My summary looks something like this:
N E
====================== =========================
**Y** N **Y** N
========= ========== ========= =========
570 140 89 56
Where the Y/N field is the one I have split down against the N/E column. I want to work out ratio between the 2 "Y" fields but in SQL. Here is a SQL example snapshot of my data:
Unique_ID New/Existing Application Attend_Interview
========= ======================== ================
12554445 E Y
65766879 N N
53375654 N Y
44323224 E N
93656786 E Y
wondering if I might be able to do a procedure or similar or something more dynamic in SQL query?
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Nov 15, 2007
Probably simple but I cannot find the property setting that allows me to change the default date format of the column "Created" in the Summary window. Default it is 2007-11-15. As some tables are changed more than one time in a day, I would like to see also the time as was the standard in SQL SERVER 2000.
This is a minor problem but an irritating one!
Regards
Janne H.
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Aug 2, 2015
I'm trying to make a summary daily production report on the data below:Want to summarize the data with the sum of the Correct Weight between start and end date.
eg. of summary.
Recipe Name Total Weight
Hedge Shears - Lasher/kuduÂ
500
Grass SlasherÂ
200
eg.
But it needs to summarize when selected between start and end date.
RecipeName
CorrectWeight
CurDateTime
Weight
[code]....
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Sep 6, 2006
I have a large query that returns a list of records that are marked by day of the business week (Monday, Tuesday, Wed, etc).
I am running into a challenge where I need to provide summaries of data from those days. For example, it needs to look like this:
Date | Day of Week | Total Widgets |
09/01/06 | M | 4
09/02/06 | Tu | 5
09/03/06 | We | 6
09/04/06 | Th | 7
09/05/06 | Fri | 8
Total Widgets: 30
09/08/06 | M | 1
09/09/06 | Tu | 2
09/10/06 | We | 3
09/11/06 | Th | 4
09/12/06 | Fri | 5
Total Widgets: 15
I'm using Reporting Services to format and display the report.
I've got the group by working for the entire data set, but I need to separate it by these sections. Any assisntance is appreciated.
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Jul 10, 2006
...but apparently not me, I'm very new with this T-SQL stuff and am seeking the advice of the seasoned pros at this forum.
Description on my SQL-5 Environment:
Table I Sales: Prod_ID, Prod_DT, Sales_DT, Buyer_Name, Buyer_State
Table II Repairs: Prod_ID, Prod_DT, Sales_DT, Repair_DT
These 2 tables are joined by the common key Prod_ID & also and share the product's production & sales dates. What I would like to do is produce a rate summary similar to description below.
Production_YYYY, Production_MM, Sales_Cnt, Repairs_Cnt, Repair_Rate((Repairs_CNT/Sales_CNT)*100)
Important to remember that not all products experience repairs, so the basis for Sales_CNT needs to be the Sales Table, even thou Prod_DT also appears in Repairs Table.
It's simple enough for novice like me to produce 2 tables independently and then merge back those resulting tables into the single table output described above. But my question is how do I write a single SQL "SELECT" request that will produce the results into just a single table.
Thanks in advance for your help!
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Feb 22, 2007
Hi,
I have a summary table like this
Field1
Field2
Field3
Field4
Field5
AAA11
value1
value2
value3
value4
value5
AAB23
value6
value7
value8
value9
value10
BCD14
value11
value12
value13
value14
value15
GFD12
value16
value17
value18
value19
value20
SDL25
value21
value22
value23
value24
value25
AUD56
value26
value27
value28
value29
value30
BER11
value31
value32
value33
value34
value35
Columns are obviously fixed, but not rows.
I want to show this data using lables and SqlDataReader for report purpose like;
Label1.text=dr("value16").toString( )
Label2.text=dr("value28").toString( )
Label3.text=dr("value31").toString( ) etc
Do you have any idea how i can do it or am I approaching it in the wrong way????
Thanks.
Michelle
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Mar 9, 2006
I have 1 table:
ID pagename datevisited
1default01/01/2006
1info01/01/2006
1default02/01/2006
1info02/01/2006
1summary02/01/2006
2default02/01/2006
2info02/01/2006
2summary02/01/2006
I need to run query for ID who didn't visited a summary page(per day)
How do I do this?
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Aug 13, 2013
I've been struggling with this for about 2 weeks now and can't seem to get any further.I have two tables: orders and orders_extended. They can be joined by the common orderid field (example SELECT * FROM orders JOIN orders_extended ON orders.order = orders_extended.orderid WHERE 1=1)I need to create a report that sums the following fields:
SELECT
CONVERT(VARCHAR(12), orderdate, 101) As orderdate
, COALESCE (
CASE WHEN orders_extended.productprice < 0 THEN 'DISCOUNT' ELSE orders_extended.productnumber END
, CASE WHEN orders_extended.productnumber LIKE '%AB%' THEN 'PRODUCTGROUPAB' ELSE orders_extended.productnumber END
, CASE WHEN orders_extended.productnumber LIKE '%CD%' THEN 'PRODUCTGROUPCD' ELSE NULL END
[code]...
What I'm trying to accomplish is to get the total dolloar amount of sales for each day for each payment type on one line per productgroup.
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Sep 25, 2007
The trouble I am having is that I have a drilldown report that exports the detail to Excel, but I want the summary exported to Excel.
I perform the following steps but get wrong results. Please help me identify the correct steps for the correct results. Thanks you.
1) Select Matrix.
2) Right click, select Properties.
3) Select tab Groups.
4) Select item in Columns list, click Edit.
5) Select tab Visibility.
6) Select Initial visibility: Hidden, and click okay to the Grouping and Sorting dialog box.
Now I can export summary to Excel okay, but now I can not expand the summary in the report itself, so I do the following:
7) Do one through six above (but do not close dialog box), then click visibility can be toggled by another report item.
8) Select the report item in the Report Item drop down list.
Now the report functions normally in the Reporting Services report web page, but when I export on the summary level, again it exports the detail to Excel, but what I want it to export is the summary.
Ideas?
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