How Do I Group Multiple Columns In Ssrs

Use a matrix to display grouped data and summary information. You can group data by multiple fields or expressions in row and column groups. Matrices provide functionality similar to crosstabs and pivot tables. At run time, as the report data and data regions are combined, a matrix grows horizontally and vertically on the page. Values in matrix cells display aggregate values scoped to the intersection of the row and column groups to which the cell belongs. You can format the rows and columns to highlight the data you want to emphasize.

You can also include drilldown toggles that initially hide detail data; the user can then click the toggles to display more or less detail as needed. This chapter introduces and explains one of the most fundamental and essential concepts in SSRS report design. All of the data regions—tables, matrices, lists, and visual controls like charts—rely on groups.

You will get started with the sample report project in SSDT that contains several completed examples. You will learn the differences between grouping and aggregating rows in queries and performing grouping on datasets within a report region. We explain the flow of data through the report along with the opportunities to filter, group, and aggregate values at multiple points along this path.

You will add groups and related header tiles and footer totals to groups in a table and then a matrix. Then you'll see how multiple groups for hierarchies of grouped results make for effective reporting. In this tip, we walked through a process to create a ready-to-use report. We added a shared data source and an embedded dataset to the report.

The report used the table data region to group sales summary data into multiple grouping levels. We also demonstrated a trick to show the table header on every page. To enable report managers to customize the report, we created a hidden parameter with a default value, and the report used this value to decorate the header section. We replaced the report name in the header section with the built-in field. We presented an approach to add an external image to the report.

Finally, we explored a method to access the report through the web portal. We also use the stored procedure name as the name of the dataset. The "Dataset Properties" settings should look like Figure 18. Click the "Refresh Fields" button to verify the database connection. We can switch to the "Fields" tab to view a list of fields in this dataset. Cells, Rows, & Columns in a Tablix, For more information, see Tables , Matrixes, or Lists .

These reports are hosted on a server that can be executed any time using parameters defined by the users. It is part of Microsoft SQL Server Services suite. In many cases, you can use the default structures for a table, matrix, or list to display your data. For more information, see Tables , Matrixes, or Lists . The report designer provides several templates such as a table template, matrix template, and list template to organize data into rows and columns. The table template can include row groups, and the matrix template can have both row and column groups .

The list template can provide more free-style layout design, but they need more design effort. Since the report in this exercise does not include any column group, we use the table data region. Add groups by dragging dataset fields to the Grouping pane for a selected table. Matrix Define nested row and column groups, and adjacent row and column groups. In a table, adding a total to a row group adds a new row that applies an aggregate function to all the members of that group.

The same applies to a total added to a matrix col- umn group. By adding a total row or column, you're actually adding a total that applies to the par– ent of the group. Suppose columns are grouped by quarter and then by year. If you were to add a total to the Quarter column group, the total would be for all the quarters add- ing into the year. This means that a total applied to the topmost group will always return the grand total for all records in the data region.

This is evident in the example shown in Figure 6-10 where the table data region is grouped and totaled by Subcategory. For a tablix data region that displays detail data, the details group is the innermost child group. Rows that you add to a details group repeat once per row in the result set for the query for the dataset linked to this tablix data region. The following figure shows the last page of the rendered report.

In this figure, you can see the last detail rows and the subtotal row for the last order. Another important topic, essential to effective report design, is the use of expressions to define groups and properties. We introduce aggregate functions and aggregate scope, which will be expanded in Chapter 7. Finally, you will learn to design a table report with multi-level drill- down navigation so users can explore details within summary groups as needed. The truth is that the "Repeat header columns on each page" option in the Table/Tablix properties only works for matrix reports.

In order to repeat column headings, you need to tap into the Advanced Mode section at the bottom of the report designer. In Figure 13, I've clicked the down arrow on the far right of the report column groups. Once you go into advanced mode, you'll notice that the Row Groups area now shows several static sections .

You'll want to click the F4 key to bring up the full property sheet for each static group above the first non-static group and set the RepeatOnNewPage property to TRUE . Enter a value of "mssqltips_datasource" for the name box. Select "Use shared data source reference" and then select "missqltip_datasource" from the dropdown list. The data source "mssqltips_datasource" appears under the "Data Source" folder in the "Report Data" panel and, then, the report can use the shared data source. When the report runs, dynamic column headers expand right for as many columns as there are unique group values. The data that appears in the Tablix body cells are aggregates based on the intersections of row and column groups, as shown in the following figure.

In Reporting Services paginated reports, click in the chart data region to display the Chart Data pane. Create groups by dragging dataset fields to the Category Groups and Series Groups areas. To add nested groups, add multiple fields to the area. You can create and modify paginated report definition (. The actual data that is displayed for each cell is the evaluated expression for the report item that the cell contains, which is typically a text box.

In a cell that belongs to a detail row or column, the expression defaults to the detail data (for example, ). In a cell that does not belong to a detail row or column, the expression defaults to an aggregate function (for example, Sum). If an expression does not specify an aggregate function even though the cell belongs to a group row or column, the first value in the group is displayed. For more information about aggregates, see Expression Scope for Totals, Aggregates, and Built-in Collections . By default, cells in tablix row and column group areas represent group members.

Group members are organized into multiple tree structures in the report definition. These cells are added automatically when you create a group, and display the unique values for a group at run time. You saw a glimpse of row groups in the last section, but this time you will learn even more about row groups in reports as you create the report shown in Figure 1.

To get started, create a new report in the project with the name Product Sales. It will also point to the project's shared data source. Create a dataset using the same query that was used in the matrix report. Add a Table control to the report canvas and fill in the Data row, also known as the detail group, as shown in Figure 21. Right-click on the project name "mssqltips" to bring up the context menu and select the "Properties" item. The project property pages should look likeFigure 4.

How Do I Group Multiple Columns We ensure that the "TargetServerURL" property points to a report server. We find the report server address from the "Report Server Configuration Manager" tool or ask the database administrator who installed the SSRS. Other properties inFigure 4take default values. Group Expression Examples , Complex expressions include references to multiple fields or parameters, conditional statements, or custom code. When you define a group for a data region, you add these expressions to the Group properties. For more information, see Add or Delete a Group in a Data Region .

To merge two or more groups that are based on simple field expressions, add each field to the group expressions list in the group definition. When an aggregate function expression is used in a group detail, header, or footer row, the scope of the current data region or group is assumed. For example, suppose a table contains two nested groups based on the Category and Subcategory fields.

Use the Solution Explorer window on the right side of the main window to expand and collapse each project in order to access the files it contains. Reports and shared data sources are also added in Solution Explorer. To write expressions that specify a scope other than the default scope, you must specify the name of a dataset, data region, or group in the aggregate function all.

In the example shown below (Fig.1), Adventure Works DW Sales information is being retrieved by Territory and Product Classification . The row groupings in the table are Geographical Group, Geographical Region, Product Category and Product Sub Category. By default, these groupings are added to the report as columns in the report making the table wider. Repeat the "Insert column" step to add four columns into the table. We find the report body width increases automatically when the table expands beyond the report body's right boundary. We will set the width of the column, table, and report body later.

When we move the cursor over the data cell, an icon representing the field selector appears. Clicking on the icon, a list of fields in the dataset appears, as shown in Figure 26. On the canvas of the report, a table was created and linked to the MainDs dataset. Within the table a parent group was created, on the Details group, based on the field bcr_id. When the parent group was created, the add header and footer option was selected to add spacing between the groups.

Select the list, on Row Groups pane, on General tab Group Properties for . Add Group on expression with group value which you have specified in the tablix. Select "Between each instance of a group" on Page Breaks tab. Add a column outside of the tablix, specify the value to reference the textbox's value using ReportItems collection.

But the SetValue expression can go anywhere, so long as it renders whenever you want it to add values. You could put a single instance of SetValue(Variable + column1avg + column2avg + column3avg) in the row group, if you're adding several columns together. I usually do that as a textbox inside a rectangle cell, so the textbox can be hidden (you don't want a random "True" displaying) without messing up your table layout.

In a data region in a paginated report, you can group data by a single field, or create more complex expressions that identify the data on which to group. Complex expressions include references to multiple fields or parameters, conditional statements, or custom code. When you select a tablix data region, the row and column handle graphics indicate the purpose of each row and column. Handles indicate rows and columns that are inside a group or outside a group. The following table shows a variety of handle displays.

A tablix data region displays detail data on detail rows and detail columns and grouped data on group rows and group columns. When you add row groups and column groups to a tablix data region, rows and columns on which to display the data are automatically added. You can manually add and remove rows and columns to customize a tablix data region and control the way your data displays in the report. We already set the table property "RepeatColumnHeader" to "True," as shown in Table 1. Figure 51 indicates that the table header did not repeat on the last page.

It seems the SSRS does not recognize the column headers. To make the column headers repeat on every page, we need to use the "Advanced Model" in the grouping panel. Select the "Advanced Mode" item from the context menu. Understanding Groups , Details Group The Details group consists of all data from a report dataset after Report Builder or Report Designer apply dataset and data region 1.

In the Solution Explorer, right-click on Shared Data Sources and select Add New Data Source. Leave the Type as Microsoft SQL Server and click Edit… to specify a connection string. When the Connection Properties window opens, type the name of the SQL Server that contains the AdventureWorks2012 database. Re-order rows the records displayed in that table. Clicking again toggles between ascending or descending order. In a table or matrix data region with groups, interactive sorting can be applied to the rows within a group.

Some of these properties are depicted in Figure 6-6. You can see that after query results are processed in a dataset query, an optional filter can be applied after the results are produced. Likewise, conditional filters can be applied as the data enters any data region. After that, the results can be sorted before they are presented to the first group expression. Each data region handles grouping a little differently, but the core concepts are the same.

Some data regions support multiple levels of grouping. Using the Microsoft AdventureWorks demo database, I've built a report that initially collapses sales by Shipper and Vendor. I need to create a report with two row groups that summarize by Ship Method and Vendor, and I need to create a grand total row . The user can expand the initial grand total to see the summarized ship methods, and then expand any ship method to see the summarized vendors for that ship method. And, although I haven't displayed it, if the user expands any vendor, the report will show individual purchase orders.