summing up only certain values in column based on name in ssrs reports - sql

By default, the SUM - sums up all the column values. But in my case, i am having a report which is grouped by Name. A name can have single offer with multiple start date's. So, a report has to display each entry for all different start date i.e Same name, offer, players only difference is the date. So for ex, when you sum up the players, only one entry per name needs to taken into account. Because, even though it has multiple start date, other entries are same and duplicated.
The expected result should be like,
The offer cost $10 refers to same $10, so it should be added only once. Similarly for players, etc., But i need the display as shown above, each entries should be shown.
How to solve this?

If all you want to do is avoid aggregating the value in the group total row, as in your example, just remove the aggregation from the expression, i.e. change:
=Sum(Fields!Players.Value)
to:
=Fields!Players.Value
This just returns the first Players value in the Scope - since it's the same value for every row this should be fine.
If you need to further aggregate this value to something like a grand total row, you have a couple of options.
For 2008R2 and above, you can use nested aggregates as an expression in the report - something like:
=Sum(Max(Fields!Players.Value,"MyGroup"))
For 2008 and below, you will need to add the aggregate value to each row in the Dataset and use this without aggregation in the report as required.

I haven’t worked with SSRS much but if this was a regular SQL query you would have to group by date range.
Try adding start date column and check if you can add another group by on top of what you already have.
It would be useful if you can provide more details here like table schema you use for retrieving the data.

Related

How to handle monthly and yearly values

I have a Fact table that holds what are more or less, sales goals. The ETL process that populates it, generates 12 "weighted" values into seperate rows, one per month. Each row however, also includes a field that holds the yearly value. I do this with unpivot. This all works. Now Im trying to get at this data in the cube with an SSRS report. The problem seems to be that I can query and see the results that include either the yearly goal values or the monthly, weighted values, but not both in the same set.
[update for fact table details]
My Fact table looks something like this:
FK_Account
FK_User
Target
Projected
GoalYear
FK_DateKey
FK_Dept
MonthlyWeightedTarget
MonthlyWeightedProjected
When I load this fact table via the ETL, I get the date key associated with each monthly value (MonthlyWeightedTarget). That will be 12 seperate records, but each one will have the same yearly value. Im not including next years value as a seperate column, because there are seperate records already associated with that year.
Basically, the users define a set of goals associated with a given year. Then I am applying a "weighting" to generate 12 seperate "monthly" records, which total up to the yearly target goal. Hope this makes sense.
What I need to see is something like this result:
Account Name
YTDgoal
YearGoal
NextYrGoal
I created a calculated member for the NextYrGoal, but now Im not sure I even need it.
What would be a good approach for handling the above (getting the ytd, yearly and next year values) ?
If I was getting at these values with TSQL, I would sum on the monthly values, and just include the associated yearly and next years values, grouping by account, year-goal, next-year-goal

Filter PowerPivot based on multiple Date Criteria

I am trying to apply some Time Intelligence functions in my PowerPivot workbook concerning projects and money received for them. I have three relevant tables; Matters, Payments, and a Date Table.
Each matter has a creationDate, and a closureDate(from a linked table). Likewise, each payment has a date. I have reporting set up decently, but am now trying to use Time intelligence to filter this a bit more clearly.
How can I set a PowerPivot Pivot Table up so that the only Matters which show are those which existed within the period selected. e.g. If I select a slicer for 2014, I don't want to show a matter created in 2015, or one which was closed in 2013. The matter should have been active during the period specified.
Is this possible?
You want to show all the matters EXCEPT those where the CreationDate is after the upper limit of the date range you are looking at or the ClosureDate is before the lower limit of the date range you are looking at.
Assuming you have a data structure like this, where the left-hand table is the Matters and the right-hand one is the Payments:
If you have a calculated field called [Total Payments] that just adds up all the payments in the Payments table, a formula similar to this would work:-
[Payment in Range]:=IF(OR(MIN(Matters[Creation Date])>MAX('Reporting Dates'[Date]),MAX(Matters[Closure Date])<MIN('Reporting Dates'[Date])),BLANK(),[Total Payments])
Here is the result with one month selected in the timeline:
Or with one year selected in the year slicer:
NOTE: in my example, I have used a disconnected date table.
Also, you will see that the Grand Total adds up all the payments because it takes the lowest of all the creation dates and the highest of all the closure dates to determine whether to show a total payment value. If it is important that the Grand Total shows correctly, then an additional measure is required:
[Fixed Totals Payment in Range]:=IF(COUNTROWS(VALUES(Matters[Matter]))=1,[Payment in Range],SUMX(VALUES(Matters[Matter]),[Payment in Range]))
Replace the [Payment in Range] in your pivot table with this new measure and the totals will show correctly, however, this will only work if Matters[Matter] is used as one of the fields in the pivot table.
Use filters & the calculate function.
So, if you're Summing payments, it would look like.....
Payments 2014:= CALCULATE( SUM([Payments]), DateTable[Year]=2014)
The Sum function takes the entirety of payments & the filter function will only capture payments w/in 2014, based on the data connected to your date table.

SQL String Troubles with Multiple Functions

I am using a local Access Database connected to Visual Basic. My query is
SELECT RebateReceived, DatePart('yyyy',[RebateMailedDate]) AS MailedDate, Sum(RebateValue) as MoneyReceived
FROM RebateInfoStorage
where RebateReceived='Received'
group by RebateReceived
having DatePart('yyyy',[RebateMailedDate])
I am trying to get the columns that have the same year and the word(s) that have 'received' to identify the records that need to be summed (Added) together. I am not very familiar with the Group By and Having keywords or the Sum() and DatePart() functions.
So the DBMS will go into the RebateInfoStorage and grab all the rows where RebateReceived = 'Received'. Then, it'll group those records, where each group contains records where the expression DatePart('yyyy', RebateMailedDate) evaluates to the same value (i.e. they have the same year). Then for each group, it'll return a single result row with the year, and the sum of all the RebateValues in that group. Operations happen in that order.
HAVING is like WHERE, but happens after the GROUP BY and is a condition placed on a group of records, whereas WHERE is a condition on a record.
SELECT
YEAR(RebateMailedDate) AS MailedDate,
SUM(RebateValue) as MoneyReceived
FROM
RebateInfoStorage
WHERE
RebateReceived = 'Received'
GROUP BY
YEAR(RebateMailedDate);
EDIT: It would appear that YEAR(x) is a more appropriate function!
You should group by DatePart having RebateReceived='Received'. For more information about the syntax of Having you may refer to http://www.w3schools.com/sql/sql_having.asp
Group by means your output table will be grouped according to unique elements in that column. For example, if there are multiple entry with 2014 as year, they will all be grouped together, and their RebateValue will be added up together. If you are grouping with RebateReceived, all the entry will be added and you will end up with a single sum.

Single aggregate column / running value sum on chart

We're currently porting some excel reports to SSRS. One of those reports has a graph where the last column is the MTD (Month to date) average for both series (Availability and Availability Goal) just like the example below:
I did some research about RunningValue() but whenever I did it it would add a second bar to my graph (the running value would have the same group).
Is it possible to have only one aggregate column (just like the screenshot) ?
Thanks in advance,
One way would be to force the average through the SQL query. For example, if your resulting table shows days of the month, and the Availability value, you could UNION a "dummy" day (max days of the month + 1) with the averaged value. You can either add an addition column to your SQL for the label names, i.e. the "dummy" day would show "Average", or in SSRS you can change the Label expression to replace the last value with a text.

How do I compute an average of calculated averages in MS reportviewer/rdlc?

I've searched here and elsewhere on the web and have not found this exact problem/solution.
I'm building an rdlc report using the MS reportViewer - the report I'm creating is based on an existing spreadsheet where the average price across 6 months is calculated individually for each month, then the average of those prices is calculated as the 6 month period average price. Whether I agree with that methodology or if it's correct is irrelevant, I just need to know how to get an rdlc to do this.
For example:
Month Price1 Price2 Delta
May-12 $31.54 $30.03 $1.51
Jun-12 $36.27 $34.60 $1.67
Jul-12 $44.19 $42.00 $2.19
Aug-12 $38.96 $37.06 $1.90
Sep-12 $36.89 $35.08 $1.81
Oct-12 $35.57 $33.97 $1.60
Average $37.24 $35.46 $1.78
(sorry for the lack of a screen snip, I'm new and the system won't let me post an image...)
I've created a tablix that does the monthly averages computation - I use a group in the table to group the 6 months of data by month (and then hide the hourly price data so you only see the month total row) but I'm stuck on how to calculate the bottom row of the table which is the average of each column. (the average of the averages is not the same as the average of all 6 months of prices from the underlying data - that's what I've learned in this process... IOW, that was my first solution :-) )
What I tried to do to get the average of the averages was give the month total cell a name, MonthlyAvgPrice1, then in the bottom row, used this expression:
Avg(reportitems!MonthlyAvgPrice1.Value)
As I kind of expected, this didn't work, when I try to run the report, it gets a build error saying "The Value expression for the textrun 'Price1PeriodAvg.Paragraphs[0].TextRuns[0]' uses an aggregate function on a report item. Aggregate functions can be used only on report items contained in page headers and footers."
Hopfully I've explained this well, does anyone know how to do this?
Thanks!
-JayG
Actually it is not clear from the question that how are you in particular binding the data to the report items, But from the given information what I understand is that you can
Try like this:
Right Click the tablix row and insert a row below
In the cell where you want to have this Average of Averages insert the following expression
=Sum(Fields!Price1.Value)/6
and similarly insert expression =Sum(Fields!Price2.Value)/6 and =Sum(Fields!Delta.Value)/6 in the other cells where you want to display the Averages
Of Course, you will change the Field names Price1,Price2 etc to the fields that you are getting the values from.
HTH