I am grouping the data in my table by person and term. I am trying to separate term groupings but keep them on the same page and have only one person per page. This image shows how it looks in Crystal Reports. The only issue I am having with SSRS is that it is putting each term group on a new page.
Crystal Reports output
Design View
Without seeing the report design it's hard to say but I would guess you have a row group that groups by both person and term with a page break set between the group.
You need two separate row groups, the inner one by term and the outer one by person, then only have page breaks on the outer group.
If this does not help, show your report design including row groups and their properties
Related
I have created a form region "Form on a SQL query" with this query
SELECT
APEX_ITEM.TEXT(1,TEAM_MEMBER) TEAM_MEMBER,
APEX_ITEM.TEXT(2,HOURS) HOURS
FROM APEX_TEAM_MASTER
WHERE TEAM_DATE = :P2_TEAM_DATE
AND UPPER(TEAM_LEAD) = UPPER(:P2_TEAM_LEAD)
ORDER BY 1
TEAM_MEMBER and HOURS are the exact columns in the APEX_TEAM_MASTER table
The :P2_TEAM_DATE and :P2_TEAM_LEAD are select lists. When i run the page and select values in the lists, the form displays just one row of text boxes.
The purpose of this page is, a manager can login to this application, select a date and a team lead under him, which lists the members under the lead. He can then record the hours each team member worked for the day. There are multiple team leads under each manager and different number of team members under each team lead. So the form has to be dynamic.
What you described looks more like an Interactive Grid (IG) (or former Tabular Form). There's no need for you to reinvent that functionality, so - switch to the IG and let Apex take care about everything else.
I want to create a report (.RDLC) in Visual Studio 2010. The report should show parent record initially when the user clicks the expand button it should load the child records in the same report.
I have employee records which has to be shown as parent record and when the user expands then the detail report should be shown with the list of projects the employee has worked on.
I tried with sub reports, but it showed me the parent records initially and when I select any record then it shows the details records in another report. but I want both Parent and Child records should be shown in same report. There is no grouping between the Parent and Child records. Employee id is the matching column.
Thanks,
Prakash.
The easiest way to group anything in an RDLC Report is by using the List component. Which you can nest as many times as you want. You can even fetch the data from multiple tables, as long as you group on a column which both data-sources have in common (FK).
Adding functionality like collapsing and expanding views comes after you grouped everything nicely.
You could start the list by grouping on employees and adding textboxes with the the data you wish to display. Inside the same rectangle you could then add a new list and group it on projects, inside this second rectangle you can then add a table, matrix or even add another list to group on something else.
You can find a good tutorial here. Option 2 is recommended, which is what I tried to describe in words and option 1 is probably what you initially tried, using subreports.
I am trying to create a report which groups on a column called "Legal Entity." When the output is directed to Excel, a separate tab will be created for each distinct entity in the query resultset.
For each Excel tab/Legal Entity, there will be two "sections." The first is a repeating section that breaks on a column "Funding Arrangement Type." After all of the Funding Arrangement Types are exhausted, there will be a single "Totals" grid which will summarize the data on the tab for the current Legal Entity. The data will be summarized across all Funding Arrangement Types within the current Legal Entity.
Because the Totals (lower) grid is really just a summarization of the same source query, Query1, I thought that I would also bind the Totals grid to it. However, if I do that, I get a run time error that tells me that I need to establish a Master-Detail relationship (If I decide to use a separate query for the Totals grid, the Totals grid "will not be aware" of the current Legal Entity/tab that must be considered when summarizing.)
Therefore, I continued with my guess at how the Master-Detail relationship should be defined. I made various attempts to link the two grids, including:
On all of the dimension (non-summarized) columns.
On Legal Entity
On Legal Entity and Funding Arrangement Type
Doing so affected previously correct totals reported in the upper cross tab results/
This Master-Detail approach is foreign and as a result I don't understand what it is doing.
I also tried to use a separate query, Query2, for the lower totals grid and adding a filter to filter SQL2 where SQL2. LegalEntity = SQL1.LegalEntity in an effort to get the totals grid to summarize within the current LeglEntity grouping. This resulted in a cross join error.
I’m a real noob with Cognos. Suggestions are welcomed. Thank you!
You can use mouse+scroll wheel to zoom in:
I was able to get it working by binding both grids to a single query and for both grids, establish a Master-Detail Replationship on Legal Entity. Prior to doing that, I added these columns to both grids and hide them, not sure if this was necessary.
Having some trouble getting this to work... I basically want the report to look similar to:
The way I remember doing this in the past was by creating "page groups" in the report wizard. However, I believe that was in VS05, and now the report wizard is very different in VS10. It now has column groups and row groups but no page groups, and I can't see how to get this to work without the wizard either. If tried looking for a tutorial or example but haven't had much luck. Also, the site 'gotreportviewer.com' is pretty terrible and has not been much help.
To create the effect of one record per page means you need to set a group element to the report. For instance assume you have a database table called "Login" and you wanted to group by a person's login name. Here is what you do:
First add a table to the report like so:
The table can be found in the "Toolbox" on the left hand side of VS2010. Once the table is added you will want to add a group to this table:
After this you will want to go to the properties of the group:
Here you simply can set a page break between each instance of a group, in addition, this will give you a "one record per page".
So the reporting system in Salesforce is a bit restricting. It seems there is no editor for an xml or other markup language to create reports in; apart from formulas you're stuck in the website drag and drop ui.
There seems to be 3 types of reports in Salesforce Tabular, Summary and Matrix. The first kind is kind of useless for more advanced reports, since it doesn't support forumulas (if both fields are in the same table you can work around this with calculated fields). However with all 3 I've found it difficult to impossible to make a report with basic details and summarized figures.
An example:
I've added a custom field "company size" to the Account table/object. This tracks the approximate number of employees working at the customers company (ever taken one of those surveys that asked you for a range of how many employees worked in your organization). I then have a custom table/object for sales, listing the account, the date and the volume ($).
I would think it would be a simple to create spreadsheet style report with each row listing an account, which state it was based in, how many employees they had, followed by their total sales and sales/employee (a formula of volume/employees).
But the grouping and summarization options don't seem to work that way. Grouping in both the Summary and Matrix report types seems to want to treat each grouped field as a seperate level, so with the 3 fields related to the account I get 3 cascading fields in a stair like arrangement, instead of being able to put them on one row.
It gets worse with the summarization - no matter what I and other colleague have tried the summarization doesn't seem to work. If an account has 50 sales we end up with 50 rows, even if we click the little arrow beside the column, click summarize and check Sum.
From an SQL perspective this report seems like something you would teach students in the first week, yet its really not obvious how translate this into something Salesforce can understand. A lot of the web ui is not discoverable (dragging fields provides no feedback as to why it can't be dropped in a particular place, some options are hidden unless you hover the mouse over the right place) so I would not be surprised if I've missed a crucial step.
So, is there an option to make this work (particularly getting sales to be totaled as a single cell for each account, not 2 or 5 or 50), maybe a distict checkbox lurking behind an innocent blank area?
Given the lack of calculated fields in the report, you need to create the formula at the object level. If it's not useful in the detail page, don't include it in the page layout. It will still be available in reporting.
The summarization/grouping options work as in SQL, but you can only group by one field at a time.
However, the result view in "show details" mode is not like a simple SQL query - more like using windowing functions where the result output can contain both groupings with aggregations at those levels, and the detail rows that fed into that grouping.
In "hide details" mode, the detail rows are not shown, and so only grouping levels and the aggregates are shown.
So, it looks like you can either:
group by state, then account, sum your employees, sum sales, and then a Custom Summary formula of sum:sales/sum:employees
or
create a formula field on account to do sales/employees
tabular report with fields of: account, state, employees, sales, your new field.
Also, if you want an XML editor, you can edit the XML for reports (as with many other parts of salesforce setup) via the metadata API and the force.com plugin for eclipse. But it's mainly for tweaking reports, or version control, or mass-actions, as there is no preview/run operations, it's mostly a metadata management system.