Reporting Services :: How To Get Running Total Depending On ID / Year And Month
May 28, 2015
I want to get a running total. But its a bit tricky. I have data depending on ID, YEAR, Month, Value like the following.
ID, Year, Month, Value
36002084 2014 Jan 8391
36002084 2014 Jan 0
36002084 2014 Jan 3440
36002084 2014 Jan 0
36002084 2014 Jan 548
36002084 2014 Jan 109
36002084 2014 Jan 125
I wrote the Query below
select
[UEP ID],[Year],[Month],sum([Total VtM EUR]) 'Running Total'
from
RegData
where
[UEP ID]=36002084 and [Year]=2014
group by [UEP ID],[Year],[Month]
I got this output
36002084 2014 Apr 887620
36002084 2014 Aug 789440
36002084 2014 Dec 528453
36002084 2014 Feb 606627
36002084 2014 Jan 331613
36002084 2014 Jul 681314
36002084 2014 Jun 330384
36002084 2014 Mar 1044301
36002084 2014 May 671818
36002084 2014 Nov 465576
36002084 2014 Oct 590147
36002084 2014 Sep 527861
Now I need to get a output like this,
36002084 2014 Jan 331613
36002084 2014 Feb 938240
A running total depending on the ID, Year and Month. Although I showed this for two steps I need to get it from one query.
Question is - To get a running total based on ID, Year, Month. If I do the normal group by and sum query I could get it for all the months for each id. But need to then add January value to February and updated February value.
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Sep 28, 2007
Hi,
How to select max of year-month in the Reporting Services. For example I have 3 fields :
1. Year-Month (format : yyyy-mm)
2. City
3. Amount Sales
In the bar chart graph, I have put the City as X-Categories, Amount Sales as Data
And I want to filter only the lastest year month in the database.
Can we do this without going to database and set the filter there ?
Thanks
best regards,
Tanipar
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Sep 30, 2015
I have below report with following data
Date Count
April-2015 100
January-2002 30
November-2010 55
July-2000 10
What is the best approach to sort this data based on date in a tablix and also sort the date in Column bar chart?
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Oct 1, 2015
I have a column bar chart that displays counts based on category (month-Year). I have used an expression to sort the category data also.
Sample data
category countMarch-2011 2
Feb-2012 4
July-2012 7
Aug-2013 10
I have to color format the bars in set of 4 colors. I have used SWITCH statements for other charts and it worked. But here in this case since it is a date field, I am getting error.
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Jun 4, 2015
I am trying to use one dataset rather than two and was hoping to then filter the data via a table or matrix.
This is my dataset
SELECT
Practice.ibvStaffCategorisation.StaffId
,SUM(Practice.ibvStaffTotalsCL2Y.ChargeableMinutes) AS Sum_ChargeableMinutes
,SUM(Practice.ibvStaffTotalsCL2Y.NonChargeableMinutes) AS Sum_NonChargeableMinutes
,SUM(Practice.ibvStaffTotalsCL2Y.ChargeableAmount) AS Sum_ChargeableAmount
,SUM(Practice.ibvStaffTotalsCL2Y.NonChargeableAmount) AS Sum_NonChargeableAmount
,Practice.ibvStaffTotalsCL2Y.Period
[code]....
I would like to display two rows of data for each StaffId one representing the current period and the other all periods to date so the table would look something like below.
StaffId | Non Chargeable Time | Chargeable Time
CJJ | 0:20 | 4:20
| 4:50 | 19:20
JN | 0:05 | 5:30
| 1:30 | 25:30
The above shows two separate StaffId figures the first line for each shows non chargeable and chargeable for the current period and the second line a total of all periods in that year.
I have managed to get the first row to display only figures from the current period by using a filter however it also applies the same filter to the second row in the group. I have also tried to group the rows but am drawing a blank.
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Aug 21, 2015
I have a SSRS report developed in Visual Studio 2013 and using SQL server 2012. It has a date control based on parameters which works correctly in the development environment. I can select by day AND I can move from date to date by clicking on the month name to be able to move by month or double clicking to be able to move by year.
When the report is deployed to Internet Explorer 11 or Firefox I can only, click back and forward by one day at a time and I can not double click the date control to move by month or double click to move by year. I can type the dates into the parameter box and get the correct result. I have set the compatibility view settings in IE for my server.
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Jun 29, 2015
How to show the CurrentMonthanddateandyear in my report header in ssrs?
1.How to show the currentdateandMonthyear exmple date format like June 29 2015 on my report header.
2.How to change the report rdl name with the same name like EmpUpdatedreportJune 29 2015.rdl ,it is possible to create and change the rdl file name with the current dateandmonth.
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Oct 26, 2006
Does anyone know of a way to use a funtion for returning records based on fiscal reporting periods like Quickbooks uses for example "This Month", "Last Month", "This Quarter", "Last Quarter", "This Year", "Last Year". While I realize that I can create a very long date time parsing routine for this but it is not very elegant or useful. I thought there might be a way to do this already with an existing function.I have created a stored procedure that I pass a @ViewRange Parameter to and it returns the records that I want but I need this ability in several procedures and wanted to turn it into a stored procedure.IF @ViewRange = 'This Month' SELECT TOP 20 Customer.LastName AS Customer, SUM(Sales.AmtCharge) AS Amount FROM Customer INNER JOIN Sales ON Customer.CustNo = Sales.CustNo WHERE (MONTH(Sales.InvDate) = MONTH(CURRENT_TIMESTAMP)) AND (YEAR(Sales.InvDate) = YEAR(CURRENT_TIMESTAMP)) GROUP BY Customer.LastName ORDER BY SUM(Sales.AmtCharge) DESC;IF @ViewRange = 'Last Month' SELECT TOP 20 Customer.LastName AS Customer, Sum(Sales.AmtCharge) AS Amount FROM Customer INNER JOIN Sales ON Customer.CustNo = Sales.CustNo WHERE(MONTH(Sales.InvDate) = MONTH(CURRENT_TIMESTAMP) - 1) And (YEAR(Sales.InvDate) = YEAR(CURRENT_TIMESTAMP)) GROUP BY Customer.LastName ORDER BY Sum(Sales.AmtCharge) DESC; Any ideas?
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Mar 27, 2015
I'm trying to generate a report using matrix like this
Month
Product PreviousYearSalesAmount SelectedYearSalesAmount %SalesDifference
I can populate year sales amount, but i cant calculate the percentage.
Note: Month and Year are passed as parameters.
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Oct 26, 2015
For some reason my Add Total is grey out, when i tried to add grand total using some expression.
I have two row & two column groups?
Is there any alternative or how can i enable add total? using expression..as you can see in my Attached Image
I'm using iff condition in my expression..
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Dec 11, 2006
i have some classes that I want to group by month/year (note:i dont need the day of the month)
how do i wirte my sql so it only gives me the dictinct groups month/year of the classes I have so that it comes out like so..
11/2006
12/2006
1/2007
3/2007
i try with my sql below but i cant get the groups th come out in order. i dont think it sees it as a date value.
dbo.classgiven.classdate date of the class.thank you all
SELECT DISTINCT { fn MONTH(dbo.classgiven.classdate) } " + "/" + "{ fn YEAR(dbo.classgiven.classdate) } AS monthyear,{ fn MONTH(dbo.classgiven.classdate) } AS monthcode FROM dbo.classT INNER JOIN dbo.classgiven ON dbo.classT.classcode = dbo.classgiven.classcode WHERE (dbo.classT.discount = '-1') AND (dbo.classT.coned IS NOT NULL)", conNorthwind )
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Sep 9, 2015
I want to filter (=Searchargument) my dataset by something like this:
IF Customer = 'Peter' Then
Searchargument = Username
ELSE
Searchargument = Company
END
I want to filter on searchargument which value can be different and depends on a earlier selection.
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Sep 22, 2015
I have a simple report that looks like this:
January February March April
Sales 1050 800 750 1100
Units Sold 50 40 41 60
I want to change the background color to yellow if the value is less than the previous month. For example for the sales row, February sales is less than January and March sales is less than February so I would want the values (800 and 750) to have a background color of yellow. The columns is grouped by month.I've tried experimenting with the Previous function but I run into the following error message: The BackgroundColor expression for the text box 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 dataset.
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May 20, 2015
Currently I report our monthly fees broken down into 4 weeks per month by using 4 separate datasets with the following code
SELECT
SUM(Practice.ibvSalesByJob.JobBilledExVAT) AS Sum_JobBilledExVAT
FROM
Practice.ibvSalesByJob
INNER JOIN Practice.idvJobType
[Code] ....
The second dataset then has the date code changed to
AND Practice.ibvSalesByJob.[Date] >= Cast(@Month AS char(2)) + '/08/' + Cast(@DateYear AS char(4)) + ' 00:00:01'
AND Practice.ibvSalesByJob.[Date] <= Cast(@Month AS char(2)) + '/16/' + Cast(@DateYear AS char(4)) + ' 00:00:00'
The third
AND Practice.ibvSalesByJob.[Date] >= Cast(@Month AS char(2)) + '/16/' + Cast(@DateYear AS char(4)) + ' 00:00:01'
AND Practice.ibvSalesByJob.[Date] <= Cast(@Month AS char(2)) + '/23/' + Cast(@DateYear AS char(4)) + ' 00:00:00'
The fourth
AND Practice.ibvSalesByJob.[Date] >= Cast(@Month AS char(2)) + '/23/' + Cast(@DateYear AS char(4)) + ' 00:00:01'
Now I was hoping so that I could report the above data in one chart and do an expression on the category and group the dates so I would just have one dataset like below but four separate columns saying Week 1, 2 3 and 4 and then the sum filtered in line.
SELECT
SUM(Practice.ibvSalesByJob.JobBilledExVAT) AS Sum_JobBilledExVAT
FROM
Practice.ibvSalesByJob
INNER JOIN Practice.idvJobType
[Code] ....
If I could somehow with SQL tie in all 4 separate datasets and display them as Week 1, 2, 3 and 4 underneath the dataset and selectable.An even simpler solution maybe just understanding how charts work, I can get it so I display the 4 separate weeks in the chart however I can't get the bottom line (Category Group) to display Week 1, 2, 3 and 4.
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Jul 20, 2005
I haven't a clue how to accomplish this.All the data is in one table. The data is stored by registration dateand includes county and number of students brokne out by grade.Any help appreciated!Rob
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Sep 18, 2013
I have the following script that calculates Sales by month and current year.
We run a Fiscal year from April 1st thru March 31st.
So April 2012 sales are considered Fiscal Year 2013.
Is there a way I can alter this script to get Fiscal Year Totals?
select ClassificationId, YEAR(inv_dt) as Year, cus_no,
isnull(sum(case when month(inv_dt) = 4 then salesamt end),0) as 'Apr',
isnull(sum(case when month(inv_dt) = 5 then salesamt end),0) as 'May',
isnull(sum(case when month(inv_dt) = 6 then salesamt end),0) as 'Jun',
isnull(sum(case when month(inv_dt) = 7 then salesamt end),0) as 'Jul',
[Code] ....
Data returned looks like the following.
ClassificationID Year Cus_no Apr May June ....
100 2012 100 $23 $30 $400
100 2013 100 $40 $45 $600
What I would need is anything greater than or equal to April to show in the next years row.
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Aug 30, 2004
I have three web form controls, a ddl that contains the day, another ddl that contains the month and a textbox that contains the current year. To send the date chosen by the user to the database, I join the three web form control values so that the resultant string is ‘day/month/year’ thus:
CmdInsert.Parameters("@Date").Value = day.SelectedItem.Value + "/" + month.SelectedItem.Value + "/" + year.Text()
And the resultant string is: dd/mm/yyyy, for example 30/08/2004.
But the problem is if the user does not select any day or any day and month, then the resultant string is for example; 00/08/2004 or 00/00/2004, but the problem is the database does not accept this format as datetime. How can I do it?
I want the user has the possibility to chose as well only the month and year, and as well only the year. Is it possible to send to the database the datetime format with only the month and year, or only the year?
Thank you,
Cesar
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Feb 25, 2004
I'm using PHP with SQLServer2k to create a page containing monthly counts of episodes at a facility occurring between two user selected month/year combinations. For instance, the user could select 10/2003 and 2/2004 and facility X and get a line for each month showing the count of episodes occuring in that month.
The problem is that the episode date is stored in three integer fields (epiday, epimonth, epiyear) and I'm having a terrible time getting them into a format where I can use them in a between statement.
I've tried evaluating the parts of the episode date seperately like:
where
(epimonth>=10 and epiyear=2003)
or
(epimonth<=2 and epiyear=2004)
and that works, but what happens when someone wants to see from 10/2002 to 2/2004?
Any suggestions on the best way to do this?
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Apr 13, 2006
I'm working with a table called SALFLDGAMS where it has two columns that I need to work with. One of the columns is Period which has years from 2000 to 2005 and the other column is called amount which has the balance for that year. Let me explain in a little more detail. There are account codes associated with the years as well so there will be many places where for example the year 2000 will show up with a given value. What I'm trying to do is to create a view which has a BeginBalance column which adds lets say all the values for 2000 and sticks them to 2001. So what I'm saying is all the values from the previous year I want them in the current year. All in one column. Thanks for the help guys.
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Feb 2, 2004
I am trying to get my db to return a date in the format day/month/year but its returning the american version month/day/year.
I'm using a DatePart function that converts my date:
CREATE FUNCTION dbo.DatePart
( @fDate datetime )
RETURNS varchar(10)
AS
BEGIN
RETURN ( CONVERT(varchar(10),@fDate,101) )
END
This returns te american version, can anyone help me to get this to convert the UK way.
Thanks
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Sep 10, 2014
This is my table and data
CVID | WorkExperience
--------------------------------
2838736
68181101
96568122
1135484
I need to convert into this result
CVID | WorkExperience
--------------------------------
283873 years
681818 years 5 months
9656812 years 2 months
1135484 months
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Jul 15, 2004
Hi there,
Can anyone help? I currently have this query that imports distinct data into a prices table with a couple of contraints. This table became to large so I have now split this down into yearly tables (dbo.price --> dbo.price2001, dbo.price2002 etc). I get the data each day in another table that may contain data for different years so I need to be able to look at this data and insert into the right yearly tables.
E.g. present query:
Insert Prices
select distinct M.ids, C.zdateT, 1.0,0 from mapid as M,datacorrect as C
where M.asset = 'money'
and C.zDate not in (select zdate from price where sid >=15)
So I need to run this query for each yearly table with a date listed in the datacorrect table (insert prices(yr) yr = 2002,2003,2004 etc)
Any ideas would be appreciated!!
Thanks
S
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Jul 2, 2015
I have written an expression and added it to a calculated field:
=IIF(fields!date1.value<IIF(fields!date2.value IS NOTHING, today(), fields!date2.value),"1","0")
The calculated field now returns either 1 or 0.
I want to now get a total of all the 1's, but when I try and get a total (=count(fields!totals.value = 1) then it just totals every row in the report.
How to get get a total of just the 1's? - e.g., sift out the 0's?
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Jul 17, 2015
I have created the following report
Name Value
A 150
B 250
C 50
Total 450
The expression for the total is =Sum(Fields!Name.Value)Is there anyway that I can include the Name C in the report but exclude it from the Total value so that it will equate to 400.
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Oct 23, 2015
I have a SSRS report. I am displaying TOP 10 Stores by sales by creating a filter on group Store. It has 3 row groups (Store, brand, product).
There is no column group. In each cell, I am using sum function in expression (Sum(Fields!TotalSales.Value).
I am adding Totals by going on Group properties, but I am getting totals of all the rows not the total of all the groups within my Store level (which is my top Parent group).
Store Total sales(CW) TotalSales(LW)
A 2 1 -expression used to calculated this value is sum(Fields!TotalSales.Value)
B 3 2
C 7 3
I want subtotal =12 AND 6 under respective columns . ALSO, my store (A, B, C) can be expanded into Brands and brands into Products. I tried using running value but its not working as I have 3 groups within Store row parent group and I am doing a SUM on each group.
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Aug 17, 2015
I have an SSRS report with 2 Row Groups and 2 Column Groups. A total row appears before the detail when I run the report. I'm not sure why it appears or how to remove it.Generally, I'll click on a group, add a total row before or after, and then a line is inserted with "Total" labeled. That's not what is happening here, I see now total row, it just appears when previewed.
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Nov 22, 2015
I have a report with an expression to give a calculated field value (VoidDays) as follows:=DateDiff("d",Fields!Void_Start.Value, IIf(Fields!Void_End.Value is nothing, today, Fields!Void_End.Value))I have a number of different codes in the output such as VLOSS, VMAINT, VHOUS etc.When I run my report my days total for VLOSS is always correct but all other values are one day short. In the example shown in image below VMAINT should be 6 days and VHOUS should be 20 days which would then both add up to the VLOSS of 26 days
I cant currently fix these days at source for a number of reasons hence I need to fix these on the report output.How can I add one day onto each of my Void Days Total for every code except VLOSS which is always correct.
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Apr 28, 2008
I have a table on my form and each row contains data from a query.
I have a 'Total' row at the bottom and want to add up the above rows. Id rather not do this in the query itself.
Is it possible to do it from the layout view?
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Apr 17, 2015
I need a report that shows calcul of a field for current year as well as previous year respecting this rule expression(Last-Last Previous)/Last Previous*100 (I work with MDX Query and i work with SSRS 2008).
Also the report runs on a Year Parameter. Below is an example for the result for example i selected the years 2010 2011 2012 i can select another years because i have the report runs on a Year Parameter
year
Data 2010 2011 2012
hp 14 25 30
Dell 17 18 20
and the result i want
year
Data 2010 2011 2012 2011/2012
hp 14 25 30 0.002 (Last -Last Previous)/(last Previous*100) =(30-25)/(25*100)
Dell 17 18 20 0.0040
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Jun 28, 2015
I have a requirement to display the count of project data by their status (On Hold, In Progress, Pre-concept and Closed) for the current FY and Last FY based on column 'Financial Year' and 'Project Status'.
Financial Year column has a value in the following format (FY2011-12, FY2012-13, FY2013-14,FY2014-15, FY2015-16,FY2019-20 ,FY2020-21,FY2021-22)
I need to set the financial year value dynamically in above format for the last and current year (FY2013-14, FY2014-15) based on today's date and Financial Year is from July to Jun. For example,
When today's date is 28-06-2015 then it should set the current FY as FY2014-15 and Last Financial Year as FY2013-14When today's date is 28-06-2021 then it should set current FY as FY2020-21 and Last Financial Year as FY2019-20
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Aug 6, 2015
I would like to generate the report for finance office to pay the salary for each staff.
I have some mass data in SQL server
STAFFCODE TIME TYPE
101 31/1/1900 09:00:00 IN
101 1/2/1900 03:02:00 OUT
102 31/1/1900 09:00:00 IN
102 31/1/1900 19:23:00 OUT
I would like to calculate each staff each month working minutes.
MONTH STAFFCODE WORKING_MINS
JAN/1900 101 900
JAN/1900 102 623
FEB/1900 101 182
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Jun 26, 2015
I am trying to build a report using SSRS.I need to retrieve a distinct value from my initial query and place this in the header or group row.The detail lines are hidden but may be expanded(shown).I then have another group row in which I require the sum of all distinct values from my previous group row.To explain pictorially I have the following:
-Scroll right to see the pink squares.Note that the total in the pink square is the sum of the individual var3 values distinct so 10 even when var3 =4 in euro currency.
-I have tried using sum(var5) but this will give the incorrect value as it sums all detail lines not just the distinct values.
-I have tried using another dataset but when referenced the grouping behaviour expected is non existent so where I expect 40 I get 80 i.e. sum disregarding values of var1 and var2 although these are the grouping variables.
-I need it to be dynamic so I am unable to use IIF(...).
If I could get var4 or var6 to be the totals I require I could work with that.I have also tried the following custom code:
Dim public unitLimit as Double
Public Function Getcpvalue(ByVal limit_amount1 AS Double) AS Double
unitLimit = unitLimit+ limit_amount1
return limit_amount1
End Function
[code]...
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Sep 5, 2015
My report looks like this :
In that above report maximum Total quantity is 125929 and its respective date is 7/1/2013.
How can i insert a row(Top or bottom) that gives respective date of maximum quantity?
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