Matrix Report And Customized Subtotals - Can It Be Done?
May 31, 2007
I need a sales report that would display weekly amounts either sold or forecasted in matrix (pivot) form.
The data used for the report is like following (INV is sold and FC is forecasted):
rtype
region
week
wgt
INV
EU
1
150
INV
US
2
200
FC
US
2
400
FC
US
3
1000
FC
EU
2
100
I want the report to show data like this:
WEEK 1
WEEK 2
WEEK 3
TOTAL
INV
INV
FC
FC
INV
FC
EU
150
100
150
100
US
200
400
1000
200
1400
So I put region as rows, week and rtype as columns, and wgt as data field. Everything works fine except that there will be no grand totals for INV/FC. What I get is:
WEEK 1
WEEK 2
WEEK 3
TOTAL
INV
INV
FC
FC
EU
150
100
250
US
200
400
1000
1600
How can I get my totals? I know I could tailor my data to get INV/FC values into different columns to show as data fields in matrix report. But in this case, every week would always display 2 columns, which is certainly not what I want.
I also know I could add another matrix report to create a simulated total columns, but I wasn't able to "join" these 2 reports properly, there is always some space between them and the report looks unprofessionally. So I am looking for a way to do that with a single matrix.
Second question: how can I paint entire columns into different colors, so that INV is always green and FC is always blue? I tried customizing background color, but it only paints cells with values inside, leaving empty cells white. Is it possible to have the INV columns green, entirely?
Seems simple. Â People working in departments with different types of hours (regular, overtime, vacation... thus the grid which pivots hours in rows to the appropriate columns). Â I want to subtotal by department, but whenever I try to add totals after to that group, I just get a grand total. Â No subtotals. Â Why?
2003 2004 2005 Total cars apples cars apples cars apples Tom 3 1 4 2 5 1 16 Sally 0 2 4 1 7 6 20
And I need the last column (the group subtotals) to be like this:
Totals cars apples 12 4 11 9
So basically, the question is, how do I get the second column-group (cars/apples) subtotals to appear in the last column? As seen, the the subtotal for the first column-group (year) is meaningless.
I have a matrix report which is showing user information. The Rows are displaying numbers for each user, and the columns show the user info in weekly increments. I have 7 fields of info for each user. My stored procedure already is set up to give me the correct numbers. I dont need to SUM them or anything. Although in the report designer it forced me to SUM them since it was part of an aggregate. This still worked for me anyhow because it was Summing a single value.
However, at the end of the report i want to display totals for all the users combined, per week. So right now the report is showing 21 weeks, so at the end of the report i should have 21 sets of totals.
I right clicked on the users name column and selected subtotal. This gave me some of what i want. But some of the numbers are not correct. Some of the numbers should not just be a simple SUM of the column. Some of the values should be averages etc. I know how to calculate those values myself (its very simple math) but i dont know how to do it using this setup in the report designer. So in the matrix, for each week, how can i calculate the totals for all the users combined and specify the formula used to get the totals for each field?
I have the matrix above that displays the subtotals per customer(group_row), per quarter(group_column). I added a subtotal to the top group_column (year) so I can get grand total. I need to modify grand total formula to display variance instead.
I don't need to modify the subtotal formula per Customer/quarter , only per cutomer/Year. Is it possible?
Hi I have a matrix report. It expands to the right when the user chooses the amounts of months he/she wishes to see. Then it is populated with revenues for each month and deportment. On the matrix report I have put in a couple of Subtotals. Some of the totals are empty due to a month in a department with no revenue.
I wish to see a 0 on the subtotal column but I don€™t want to see a 0 on the month column. If I use =IIF( Fields!Revenue.Value is Nothing, "0", Fields!Revenue.Value) on the month columns I will see 0 all over the place. But I only want a 0 on the subtotal column. Can I do this?
I'm wondering if its possible to use the subtotal for one group in a matrix in an expression for another group in the matrix.
Im getting the total number of units someone holds in one column, and need to show the percentage of the total units in another column.
An example of what im doing is below... argh images dont seem to be working when you post then! sorry
the first group is Date - This will show all there quantities anytime a trade occurs.
the second and third groups are Quantity (of units) and % of fund.
Quantity is a running value of all the units the account holder has. The percentage needs to be that number / subtotal of all units on that date. So the expression needs to be something like:
=runningvalue(Fields!Quantity.Value, sum, "matrix1_Account_Reference") / --subtotal of date group-- * 100
Let's say I have raw data that looks something like this
Fruit_name status count apples Fresh 5 apples rotten 3 pears Fresh 3 pears rotten 2
and I was to matrix it and group on fruit_name and add a subtotal to count. In that subtotal, without changing what was displayed in the details number, could I conditionaly only show a sum of fresh fruit? Example below
I'll admit I am fairly new to the reporting services, but I managed to figure most things out so far except this one. I have a matrix report where I have column groupings of:
Sales person Region
Basically, the report shows sales by sales person and region, and I added subtotals to each so each salesman/region combination gets subtotals, as does each salesman entry. Now, the one piece missing is the 'total of the subtotals' so to speak. So if I have something like:
Salesman Region Sales Jan Sales Feb Sales Mar 001 A $100 $175 $50
B $100 $200 $100 C $200 $100 $50 Total $400 $475 $200 002 A $100 $175 $50
B $100 $200 $100 C $200 $100 $50 Total $400 $475 $200 Grand Total $800 $950 $400
What I want to do is sum up the totals and add another column like so:
Salesman Region Sales Jan Sales Feb Sales Mar 001 A $100 $175 $50
B $100 $200 $100 C $200 $100 $50 Total $400 $475 $200 $1075 002 A $100 $175 $50
B $100 $200 $100 C $200 $100 $50 Total $400 $475 $200 $1075 Grand Total $800 $950 $400 $2150
And that is where I am stuck. In Report Designer, with the existing matrix report as above, how do I get these horizontal totals of the subtotals?
Is there any way to get multiple subtotals in a matrix? For example, one that does a count and the 2nd that does an averages as per the desired result below ...
Code Block
A B C A 1 2 3 B 2 3 4 C 3 4 5 Total 6 9 12 Avg 2 3 4
i have the following problem: I have a matrix with a right subtotal column and this matrix was in a list (because in the end i will have more than one matrix). The list fits perfectly the matrix in design mode. But if i render the report in the viewer or to pdf, an additional blank area (like a blank copy of the subtotal column) was inserted after the right subtotal column of the matrix and increases the list too. You can see this easy by set the backgroundcolor of a list to a color. Without the subtotal column the list fits perfect after rendering. The problem is that this additional blank "column" creates empty pages in .pdf rendering, if the width of the matrix is near the page width. The same behaviour happens if i put the matrix with subtotal in a rectangle. I must use a list in the end because the the final report contains some matrixes and a subreport. So is this a bug? Someone must have this problem too?
I am trying to achieve something as above. Basically, the Months subtotals are represented by A and B. Then (X-A) and (X-A-B) are also the subtotals at the same group level as A and B but don't simply display the total for respective years 2007 and 2008, instead those are remaning totals from X. In order to calculate the remaining totals however, one need to consider the subtotal in previous group. For example, for 2007 its X-A, but for 2008 its X-A-B. I would like to know if this can be achieved using Matrix control. If so, what would be the steps?
How can I calculate a subtotal for a Report Item? I have a textbox(lets call it "PlusMinus") in the detail section of my table, which is a calculated textbox of two others (lets call them "Budget" and "Spent"). So, PlusMinus = (Budget - Spent). What I would like to do is get a subtotal for PlusMinus. I have tried several ways, using Sum() or RunningValue, even tried to write code, but I can't seem to get it right. Any ideas??
Adding more columns in a matrix report that don€™t belong to the columns drilldown dimensions€¦
That is, for example, having the following report:
Product Family
Product
Country City Number of units sold
Then I would add some ratios, that is, Units Sold/Months (sold per month) and other that is the average for Product Family (Units Sold/Number of Product Family), for putting an example€¦ some columns should be precalculated prior to the report so do not get into it, the real problem I don€™t see how to solve is adding one or two columns for showing these calculated column that doesn€™t depend on the column groups but they do for the rows groups€¦
Any guidance on that?
The only way I am seeing by now is to set it as two different reports, and that is not what my client wants€¦
I developed a matrix SSRS report for a specific scenario, and the results look something like the example below. The result set is grouped by the date value, so for all records on that date in the first column I have just one value - 2/5/2007. The client would like to see a value for each cell in every row in the date column, so they can sort the results and do other manipulation in Excel. I tried to make it happen but I doesnt seem to work using the matrix. I would really appreciate if anyone has any suggestions on how to make it work. btw, it really has to be a matrix report :)
Now I want to add Approved into one row and decisioned into the next row like that. I can easily do row grouping in the matrix. but then I wont be able to add new rows inbetween those groups. I want to add some rows inbetween those groups to include calculated fields.
Is there a tutorial on how to do a matrix report with row & column tables? This is easy on by default in Crystal, but I can't figure out how to do it in RS.
I have created a Matrix report with 5 row groups (Company and ProductName, ProductEndDate), one column group (Status) and two data columns(Amount & Count).
The report works fine except that it does not sort properly. I want to sort the data by Company, ProductEndDate, ProductName.
I took the following steps -- I highlighted the matrix and in the properties dialog box, selected the groups tab. In groups I selected each row group, hit the edit button, clicked the sorting tab and Company, ProductEndDate, ProductName.
I have matrix report to display gender statistics based on hierachical geographic data e.g. Country 1 | region 1 | subregion 1 | No-of-males | no-of-females with drill through enabled
I want to have persentage near the number-of-gender as well as total population for a row, like this Country 1 | region 1 | subregion 1 | No-of-males (%-males) | no-of-females (%-females) | Total in the row
but I cannot find the way to do it.
Expression for data cell is =sum(Fields!no_of_person.Value)
I've got this data source that returns member information.. great.
I've got a function that when passed the member number and a month/ year returns days participating in the club.
I need to build a report that will output some of the columns for the member, but then report other information for 6 months for each member that all calulated based on days particpating for that month. Which 6 months will be dertimed by a single parameter passed to the report for starting month/year... basically the next 6 months.
Is a matrix report a good option for this? Or should I just have the function called 6 times in my data source? Ideally I layout the report for one month and then *somehow* join in my data source for 6 iterations where month is 1 through 6.
Right now I'm having trouble wrapping my mind around how and where to join the data? Especially if matrix and I have two data sources. I'm also not sure I can call my function from cells in the matrix or if I can even have mulitple data buckets in the matrix. I'm tempted to do this the only way I know how, but I suspect there is a better way.
I've never built a matrix report in ssrs, any information or help is appreciated.
I have a matrix report with 2 column Groups and 2 Row Groups ,I need to calculate the Subtotals at Row Group2
2007 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL
Current Period Total 1211 1813 3040 1699 CB 1062 1551 2527 1517 BR 149 262 513 182 Prior Year Total 1528 1894 3238 1676 CB 1276 1540 2521 1400 BR 252 354 717 276 Prior Year Chg% Total <the Total here Should not be a sum of the individual percents but a Calculated percentage> CB -16.77 0.71 BR -40.87 -25.99
iif(Fields!Date_Calculations.Value="Prior Year Chg %",iif(ASC(Fields!RecruitsCount.Value)= ASC("-"),"-",Round(First(Fields!RecruitsCount.Value),2)),0)))),
i have to replace the red strip with a calculated function that would return a total percentage for that row .
I am using AS 2005 as datasource for this , the AS2005 has the totals calculated but i am not able to pull them into the reporting services . here is the MDX for that
WITH MEMBER [Measures].[Avg Monthly] AS 'AVG(Descendants([DimDate].[Fiscal Hierarchy].Currentmember),[Measures].[RecruitsCount])' MEMBER [Measures].[Total Prior Year] AS 'Sum([dimdateCalculations].[Prior Year])' SELECT { [Measures].[RecruitsCount] } ON COLUMNS, { ([dimDate].[Fiscal Hierarchy].[Ddat Prod Mth Nbr].ALLMEMBERS * [Date Calculations].[Date Calculations].ALLMEMBERS * [dimWritingNumber].[Dwnb Broker Ind].[Dwnb Broker Ind].ALLMEMBERS ) } DIMENSION PROPERTIES MEMBER_CAPTION, MEMBER_UNIQUE_NAME ON ROWS FROM ( SELECT ( STRTOSET(@dimDateDdatProdYrNbr, CONSTRAINED) ) ON COLUMNS FROM ( SELECT ( STRTOSET(@dimProdChainDpchLowestLvlConsolIDNo, CONSTRAINED) ) ON COLUMNS FROM ( SELECT ( STRTOSET(@dimProdChainDpchLvlConsolIDNo7, CONSTRAINED) ) ON COLUMNS FROM ( SELECT ( STRTOSET(@dimProdChainDpchLvlConsolIDNo6, CONSTRAINED) ) ON COLUMNS FROM ( SELECT ( STRTOSET(@dimProdChainDpchLvlConsolIDNo5, CONSTRAINED) ) ON COLUMNS FROM ( SELECT ( STRTOSET(@dimProdChainDpchLvlConsolIDNo4, CONSTRAINED) ) ON COLUMNS FROM ( SELECT ( STRTOSET(@dimProdChainDpchLvlConsolIDNo3, CONSTRAINED) ) ON COLUMNS FROM ( SELECT ( STRTOSET(@dimProdChainDpchLvlConsolIDNo2, CONSTRAINED) ) ON COLUMNS FROM ( SELECT ( STRTOSET(@dimProdChainDpchLvlConsolIDNo, CONSTRAINED) ) ON COLUMNS FROM ( SELECT ( STRTOSET(@dimProdChainDpchTdNm, CONSTRAINED) ) ON COLUMNS FROM ( SELECT ( STRTOSET(@dimProdChainDpchCompanyCd, CONSTRAINED) ) ON COLUMNS FROM [MRSCUBE]))))))))))) WHERE ( IIF( STRTOSET(@dimProdChainDpchCompanyCd, CONSTRAINED).Count = 1, STRTOSET(@dimProdChainDpchCompanyCd, CONSTRAINED), [dimProdChain].[Dpch Company Cd].currentmember ), IIF( STRTOSET(@dimProdChainDpchTdNm, CONSTRAINED).Count = 1, STRTOSET(@dimProdChainDpchTdNm, CONSTRAINED), [dimProdChain].[Dpch Td Nm].currentmember ), IIF( STRTOSET(@dimProdChainDpchLvlConsolIDNo, CONSTRAINED).Count = 1, STRTOSET(@dimProdChainDpchLvlConsolIDNo, CONSTRAINED), [dimProdChain].[Dpch Lvl50 Consol ID No].currentmember ), IIF( STRTOSET(@dimProdChainDpchLvlConsolIDNo2, CONSTRAINED).Count = 1, STRTOSET(@dimProdChainDpchLvlConsolIDNo2, CONSTRAINED), [dimProdChain].[Dpch Lvl49 Consol ID No].currentmember ), IIF( STRTOSET(@dimProdChainDpchLvlConsolIDNo3, CONSTRAINED).Count = 1, STRTOSET(@dimProdChainDpchLvlConsolIDNo3, CONSTRAINED), [dimProdChain].[Dpch Lvl46 Consol ID No].currentmember ), IIF( STRTOSET(@dimProdChainDpchLvlConsolIDNo4, CONSTRAINED).Count = 1, STRTOSET(@dimProdChainDpchLvlConsolIDNo4, CONSTRAINED), [dimProdChain].[Dpch Lvl45 Consol ID No].currentmember ), IIF( STRTOSET(@dimProdChainDpchLvlConsolIDNo5, CONSTRAINED).Count = 1, STRTOSET(@dimProdChainDpchLvlConsolIDNo5, CONSTRAINED), [dimProdChain].[Dpch Lvl40 Consol ID No].currentmember ), IIF( STRTOSET(@dimProdChainDpchLvlConsolIDNo6, CONSTRAINED).Count = 1, STRTOSET(@dimProdChainDpchLvlConsolIDNo6, CONSTRAINED), [dimProdChain].[Dpch Lvl30 Consol ID No].currentmember ), IIF( STRTOSET(@dimProdChainDpchLvlConsolIDNo7, CONSTRAINED).Count = 1, STRTOSET(@dimProdChainDpchLvlConsolIDNo7, CONSTRAINED), [dimProdChain].[Dpch Lvl29 Consol ID No].currentmember ), IIF( STRTOSET(@dimProdChainDpchLowestLvlConsolIDNo, CONSTRAINED).Count = 1, STRTOSET(@dimProdChainDpchLowestLvlConsolIDNo, CONSTRAINED), [dimProdChain].[Dpch Lowest Lvl Consol ID No].currentmember ), IIF( STRTOSET(@dimDateDdatProdYrNbr, CONSTRAINED).Count = 1, STRTOSET(@dimDateDdatProdYrNbr, CONSTRAINED), [dimDate].[Ddat Prod Yr Nbr].currentmember ) ) CELL PROPERTIES VALUE, BACK_COLOR, FORE_COLOR, FORMATTED_VALUE, FORMAT_STRING, FONT_NAME, FONT_SIZE, FONT_FLAGS
I am somewhat new to SRS. I am creatnig a report containing a Matrix. I did this because there are one or more columns included in the data set. I would like to add totals to both the rows and columns.
Here is data samples of the matrix: Columns: C1, C2, C3... Rows: R1, R2, R3, ... There is a total making up the data section and looks like this (I will just use Valx for the value in the data section):
C1 C2 C3 .... R1 Val1 Val2 Val3
R2 Val4 Val5 Val6 R3 Val7... .... . . .
I would like to total each column and have a summary at the bottom (for the C1 this would contain Val1+Val4+Val7) and also like to have an extra column containing totals for each row (for the R1 this would contain Val1+Val2+Val3...).
Is there a way to do this? Am I missing something obvious?
Thank you for any help, it is very apprecaited. Eric
I'm currently working on a report that is using the matrix tool. But unfortunately I can't create the required report layout as shown below.
Student Name Additional Information TERMS SUBJECT DETAILS
English Mathematics History
Term1 Term2 Term3 Quiz Project Final Exam Quiz Project Final Exam Quiz Project Final Exam
John Smith Adviser Mr. Johnson Ms. Brown Mr. Clark 89 79 80 88 80 87 85 89 90
Section Section 1 Section 2 Section 2
School Year 2007-2008 2007-2008 2007-2008
Michelle Park Adviser Ms. Brown Mr. Clark] Mr. Johnson 87 78 85 78 85 86 89 90 94
Section Section 3 Section 2 Section 1
School Year 2007-2008 2007-2008 2007-2008
Based on our analysis, this report seems requires 2 matrices to be joined together. The first one is the TERMS section and the other is SUBJECT DETAILS.
TERMS with dynamic data values such as Term1, Term2 and Term3 contains static row information such as Adviser, Section and School Year that is group by Student Name.
SUBJECT DETAILS with dynamic data values such as English, Math and History contains static columns such as Quiz, Project, Final Exam group by Subjects and Student Name.
How can we join two matrices in one report? Can someone help me on this?
I have a matrix report and it doesn't add titles to the different groupings. And when you try and add a text box it spans across all grouping columns. How do you add titles to these columns?
