My current setup:
Users need to create reports in Excel which can contain various components like tables, charts etc. These report components are driven off large source tables which are provided to the workbook via a web service. Each source table lives on its own worksheet and the report components live on a separate sheet called "front_sheet".
A greatly simplified example is as follows:
On "input_sheet_1" there is a table which looks like so
The user would then like to create two tables for the report (on "front_sheet") which reference the table on input_sheet_1, that look like this:
These "output" tables contain columns which aren't on the source table (Total Spend) but they may contain more columns such as "Price in euros" where the "price" column is multiplied by some constant.
The table rows are also colour coordinated by their Category. Also there is a "Total" at the bottom of the output tables.
This is easy to do when the input table is static. However I do not know how to deal with this when the input table has a variable number of rows i.e. each time the workbook is refreshed the basket will have different numbers of different items.
Does anyone know how I can achieve this? A requirement is that the user setting up the report does not have to write any VBA at all.
Thanks for taking the time to read this.
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newbie here working on something bit complicated..not sure how to start and whats the best way..looking for some advice and tips
So, we have 2 system running using MS Dynamics POS 2009 and have extract of all data (inventory/stock) in spreadsheets. Both dbo have pretty much the same items but because they have been run separately all naming and Part Numbers are in different format.
I need to create one database (one excel file) from both. Where partial match on Part Number will be identified and "merged" (keeping Part Number and Description from sheet1 and updating Stock (sheet1 stock + stock from sheet2)
Problem is that Part Numbers are written in completely different styles (by different people) and can by match only by some partial match (i guess last 3-6 characters in Part numbers)
I am not excel expert so any advice and tips would be appreciated.
Also have thoughts of loading those excel sheets into 2 separate SQL databases and doing it from SSMS as not sure if excel can cope with this
Thanks
I'm not 100% sure of the source data, but based on the available information here are some possible steps:
-Create a new Database in SSMS
-Load the data from your excel extracts in with the import data tool (Right on your newly-created database, tasks, Import data). This
will pull up a wizard that will transform your Excel spreadsheet to a table in SQL server. Do this for all spreadsheets
http://searchsqlserver.techtarget.com/feature/The-SQL-Server-Import-and-Export-Wizard-how-to-guide
-You may be able to do some matching based on the start/end of characters and use a MERGE statement to get unique data. The merge statement
allows you to set a match criteria, and then take certain actions depending on a positive or negative match. For example, if your different POS
systems have two different spreadsheets of products where there is some overlap, but also some products that are unique to each system, you could start with a source table from the first system and only insert products into it that are unique to the other system, if there is a match do nothing. Something like
MERGE ProductA A
USING ProductB B
ON RIGHT(A.ProductID, 5) = RIGHT(B.ProductID,5)
WHEN NOT MATCHED BY TARGET THEN
INSERT (ProductID, Descrption)
VALUES (b.ProductID, b.Description)
https://www.simple-talk.com/sql/learn-sql-server/the-merge-statement-in-sql-server-2008/
I have 4-5 tables of single and many rows per ID. I want to generate a summary table listing each ID along with various counts and max/mins, but I want to be able to filter on calculations. Example: "ID" is the identifier and there are two tables, TestA and TestB.
One desired selection criteria: Show only those IDs where at least one TestA score >5 and there is at least one TestB score.
In a straight table, this is simple to do with expressions, but the resulting table cannot be selected on the calculated true/false value.
I think I need to create a new table in the load script containing the ID, and then various conditions labeled as I wish. Then, these fields could be dimensions. This seems similar in concept to a master calendar. Am I on the right track?
If it helps to understand my example, this a medical application; the tables are lab results and other interventions that each require complex queries pulling data from various sources that are very "hard-coded" to produce a small data set from millions of rows of highly normalized source data. The desired dimensions would be combinations of the labs so as to allow identification of patients who meet certain criteria--then, once filtered, there would be many more graphs and charts to identify what tests and procedures were followed for that group of patients.
My current data model just loads many tables which then associate on ID. I had attempted to load all data into one big table using concatenates and calculations, but this did not seem to accomplish what I needed and was difficult to manage.
IIUC, I think what you want to do can be accomplished with a combination of sliders/input boxes, variables and calculated dimensions in your table. The process is definitely burdensome, but it should allow you filter the way you want.
Add a field to your table load statement in your script like rnum as RowNo().
Create a variable for your filter(s). Ex. vFilterTestAScore.
Add a slider or input box to your dashboard and point it to that variable.
a. For slider, the option is in the General tab -> Data header -> select the Variable radio button.
b. For input box, add the correct var from the list to the list of Displayed Variables.
Set sliders/input boxes to the criteria you want: vFilterTestAScore = 5 and vFilterTestBScore = 1
Create a straight table with ID as the dimension and expressions for TestAScore and TestBScore. The expression formulas would be sum(TestAScore) and sum(TestBScore) respectively (this won't make sense until the next step).
Now add a calculated dimension to you table. The idea here is that rather than just having the ID dimension, you will create a calculated dimension that only displays the ID of the records that meet the criteria you select in the slider or enter in the input box. The formula should be something like:
if(aggr(sum(TestA), rnum) >= vFilterTestAScore, ID, null()) or for multiple filters: if((aggr(sum(TestA), rnum) >= vFilterTestAScore) and (aggr(sum(TestB), rnum) >= vFilterTestBScore), ID, null()).
On your new calculated dimension, check the 'Suppress When Value is Null' box so only results that meet your criteria are displayed in your table.
To summarize, you are using the variables to store your selection criteria which you are entering via input box or slider. Then you are conditionally displaying only the ID's in your table that match those criteria via a calculated dimension and 'Suppress When Null' option.
I can send you a .qvw if you aren't using the free personal edition and are able to open other qvw's.
I need to figure out a way to fix an issue our customers having while exporting SSRS report to Excel. The report successfully gets exported to Excel, but is not sortable. Any suggestions would be appreciated.
Here is a screenshot of what the report structure looks like in Excel (I have deleted all the data from report to upload it here). In SSRS, I am not combining two columns or anything. All that is done in stored proc.
Let me know if I need to include additional information!
Screenshot:
This is a common problem with SSRS. Your header cells overlap your table columns, likely in an uneven manner, causing entire columns of your table to be merged cells between two columns.
A good solution is to add rows to the top of your table, and insert your header pieces in the table itself, so all alignment will be perfect and your table cells won't result in merging.
I am working with a database with 5 tables, all of which contain different sets of information about clients and their employees. If you drill down in any table for data relating to a particular client, many rows will return according to the number of their employees in the dataset.
If I were to manually run the reports I need, I would query each table, one at a time, for all results where a particular client number is specified. Then I would export each table to a .csv, and then copy those exports into the same excel workbook with 5 tabs (corresponding to the 5 tables in the SQL database). At the end I would have an individual workbook for each client.
A complicating factor is that not every client ID appears in each of the 5 tables. Preferably, I would not export empty datasets and clients with data in only three of the tables would have only three tabs in the final workbook.
Is there way of giving to SQL server a list of Client IDs, for which it should query the 5 tables, export the existing data, and (possibly / hopefully) combine in a workbook on separate tabs.
Your question is rather vague and broad, but here's the key bits of information you'll need to investigate to get things going:
Create five different datasets, each querying one table.
Create five tablixes, add a PageBreak before each tablix so in Excel they will land on different tabs.
Either set a NoRowsMessage or hide the tablix along these lines using an expression based on the RowNumber function
Create a parameter for selecting the client ID, and use that in your WHERE clause of the datasets.
The tricky bit would be how to generate multiple Excel files. SSRS does one export at a time, so your basic options:
Put multiple clients in one XLS (i.e. don't use a parameter, but include clientId as a column on the worksheets)
Have the user select one client at a time, and export one XLS at a time.
Automate generating the reports.
I'm hoping someone might be able to help me out with this one - I have 24 files in CSV format, they all have the same layout and need to be joined onto some pre-existing data. Each file has a single column that needs to be joined onto the rest of the data, but those columns all have the same names in the original files. I need the columns automatically renamed to the filename as part of the join.
The final name of the column needs to be: Filename - data from another column.
My current approach is to use a foreach container and use the variable generated by the container to name the column, but there's nowhere I can input that value in the join, and even if I did, it'd mess up the output mappings, because the column names would be different.
Does anyone have any thoughts about how to get around these issues? Whoever has an idea will be saving my neck!
EDIT In case some more detail helps with this... SSIS version is 2008 and there are only a few hundred rows per file. It's basically a one time task to collect a full billing history from several bills which are issued monthly.
The source data has three columns, the product number, the product type and the cost.
The destination needs to have 24*3 columns, each of which has a monthly cost for a given product category. There are three product categories, and 24 bills (in seperate files) hence 24*3.
So hopefully I'm being a bit clearer - all I really need to know how to do, is to change the name of a column using a variable passed in from the foreach file container.
I think the easiest is to create a tmp database (aka staging db)
to load data from xls file to it and to define stored procedures where you can pass paramas (ex file names etc) and to build your won logic ...
Cheers Mario