grouping in SSRS
I am a complete newbie in SSRS. I've worked for several years with Crystal Reports. I created a Crystal report which lists detail information for each General Ledger Account. I want to group the report by the first 10 characters of the account, list all the accounts in that group, and then page break for a new group. The report should look like this:
2-999-9999
2-999-9999-1234
Transaction Number DateAmountRemarks
1111 10/1/2007 300.00 JE999
2222 10/2/2007 200.00 JE59
2-999-9999-5678
Transaction Number DateAmount Remarks
121210/5/2007 600.00 PY92
I think I must be missing something very simple, but I can't seem to do this in SSRS.
Can anyone help?
Thanks very much.
Sue
October 29th, 2007 4:09pm
You would set up a table with a group. click on the table, and then right click on the row selectors on the left side. Click on Add Group. In the field list, add your GLAccount Field.
Then your table will have 2 group rows (Header and Footer) You can add more of these rows as necessary by right clicking again on the row selectors, and selecting Add Row (below or above).
peace
BobP
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October 29th, 2007 4:13pm
BobP,
I tried inserting a group and used as the expression =Left(Fields!ACCOUNT.Value,10). It seemshave a row forthe group on the table, but it's page breaking after each account, instead of after each group. There's nothing on the table that indicates what the group is.
I couldn't seem to do anything that gave me an Add Group selection.
Sue
October 30th, 2007 10:18am
So your report looks like this:
Group 1 Header- left(account,10)
Details
Group 1 Footer
Correct?
What it looks like you want is this:
Group 1 Header - Left(account,10)
Group 2 Header Account
Details
Group 2 Footer
Group 1 Footer
And then on each group setting, turn off the page break EXCEPT for the footer of Group 1.
BobP
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October 30th, 2007 2:49pm
BobP
I started my report all over again, and was able to get it grouped correctly.
It looks like this:
Group Header 1 Left(account,10)
Group Header 2 account
Detail
Detail
Group Footer 2account subtotal
Group Footer 1 Left(account,10) total
Group Header 1 left(account,10)---same as the one in the first grouping
Group Header 2 account -- different account
Detail
Detail
GroupFooter 2 account subtotal
Group Footer 1left(account,10) total
So it's grouping the way I want it to, but I don't want it to repeat the group 1 footer until the last entry for that group. Also,
it is totalling group 1 each time group 2 breaks, and group 2 total = group 1 total each time.
I have this function in each group footer:
=Sum(Fields!AMOUNT.Value)
I can't figure out why it doesn't give me the account total(group 2) when the account changes, and the DeptProj total(left(account,10) when group 1 changes.
Thanks again very much.
Sue
November 2nd, 2007 4:46pm
If i Understand your Issue properly,We need to have Table with all columns you need in a list (or) Take Matrix control in which choose Page Field with Groupand remaining as columns...I am also new to ssrs 2005. Trying to learn it
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January 10th, 2008 11:52am
Insert a group on your account no. and check the ckeck box page break at end. you will get what you want.........
Sue1127 wrote:
I am a complete newbie in SSRS. I've worked for several years with Crystal Reports. I created a Crystal report which lists detail information for each General Ledger Account. I want to group the report by the first 10 characters of the account, list all the accounts in that group, and then page break for a new group. The report should look like this:
2-999-9999
2-999-9999-1234
Transaction Number DateAmountRemarks
1111 10/1/2007 300.00 JE999
2222 10/2/2007 200.00 JE59
2-999-9999-5678
Transaction Number DateAmount Remarks
121210/5/2007 600.00 PY92
I think I must be missing something very simple, but I can't seem to do this in SSRS.
Can anyone help?
Thanks very much.
Sue
February 14th, 2008 5:00am
Hi,
To help you more i have given below the grouping demo in step by step process as follows :
Add all the required columns in the dataset and drag to your table.
In the footer u can see ROW Groups
In that section there is one tab called "Details" will be there.
Right Click that "Details" tab and select "Add Group" under that Select "Parent Group"
You will get one small window called "Tablix Group"
In that window u have "Group by:" option button with followed by drop down
Select the "Account No" from the Drop Down and click "Ok" button
Now you see one group is created above "details" tab
Right Click the Group tab which you have created now
Select "Group Properties"
You will get Group Properties window
In that window, you have series of menu items in the left side
Select "page Breaks", and select "Between each instance of a group"
The group header wherever you want u can drag and drop (top or bottom)
Once you done the grouping clearly then apply where ever you want sum or aggregate fields.
Let me know if you have any question.
Thanks
Sridhar V
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Please click "Mark as Answer" if this resolves your problem or "Vote as Helpful" if you find it helpfulSridhar
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June 4th, 2012 8:58am