Add notes & footnotes to table - oracle

I have a report where I need to add a note/number where a record has data in a particular column. I then need to add a reference to that to the bottom of the table, much like a footnotes section you would see in a book.
I've tried adding the rownumber but it pulls in the actual rownumber and not the record count. I'm using oracle for my db.
In my report, if the record has a value for the column RETURN_NOTE (not shown), then concatenate an int tot he end of the TASK_NAME column. Then underneath the table, add the int from above with the RETURN_NOTE value.
You can see the red numbers and their description in the image below.
Thanks

The best way to go here is when you add a calculated field to your dataset where you put your footnotes into the expression. Lets assume your footnotes depend on the Fields!Task.Value and lets call this calculated field Footnotes:
'Name: Footnotes
=Switch(Fields!Task.Value = "Prepare for Coordinator", 1, Fields!Task.Value = "Ready for Closeout", 2)
Now add another column to your tablix and put the field Fields!Footnotes.Value in this column.
Then add a rectangle or another tablix somewhere in your report (put in the values which explains the footnotes). Then go to the properties of this tablix/rectangle (pane on the right) and under Other > Bookmark write in a bookmark code (for example: FootnotesExplained).
Go back to your textbox with the Fields!Footnotes.Value in it and right click on this textbox and go to Text Box Properties > Action and check the Go to bookmark option and write below your bookmark code from before FootnotesExplained.
When you click now on one of the value in the column where the footnotes are the report will jump to the tablix/rectangle where your footnotes descriptions are.

Related

Convert a specific cell into a column Power Query

I want to populate a new column with a specific cell using Power Query exactly like this:
from this -->to this
This task has been taught here: https://exceleratorbi.com.au/convert-a-cell-value-into-a-column-with-power-query/
but I start with a structured table within the worksheet and so the Power Query only reads the table, leaving out the specific cells that I need (which are B2 and B4), as displayed here.
Excel
Query
So how can I do the same thing?
Here is a complete example, starting with a worksheet like this:
Click on the specific cell containing the value with which you want to populate a new column (B2), enter a name in the name box (cellCategory), and press Enter. Right-click the cell and click on Get Data from Table/Range... which opens the Power Query Editor.
Open the Advanced Editor, delete everything, enter this line of code and click on Done:
Excel.CurrentWorkbook(){[Name="cellCategory"]}[Content][Column1]{0}
Named ranges that are loaded in Power Query are automatically transformed to a table. In the line above, [Column1]{0} accesses the value located in Column1 at row index 0 of that table which contains a single cell. So now you have a query that returns the content of that cell.
If your main table isn't yet loaded to Power Query, return to the worksheet, right-click on your table and click on Get Data from Table/Range....
Now, as shown in Step 5 of the linked tutorial, go to the ribbon tab Add Column, click on the button Custom Column, and add a new column named Category filled with the cellCategory query value by entering cellCategory and clicking on OK:
Here is the result:

SSRS Dynamically Show Data

I am wondering if you can have other tables show based on the value selected in the main table. I am not opposed to drill-down either.
My main table is the summary and was hoping to show additional data when the user clicks on a Type. When clicked another table would be visible. For example, in the screenshot, the Pool table would be visible when the Pool type is clicked in the main report. As mentioned if this is easier as a drill-down then I will do that, but not sure how. The report currently has a dataset for each table. Do I need to combine the datasets to do a drill-down?
Main and child tables
The best way to accomplish what you described is with a drill down and you would need to combine the datasets into one.
Combine your datasets
Add a table to your report and reference the single dataset
Add your detail row group to the table - from your child table (Area, Average)
Add a parent group to your details row, group your detail row group by Type, it should add a Type column to your table. Delete this column and it will ask you to delete the associated group as well. Select the option to delete only the column.
Recreate your table by adding rows, be sure to match the grouping indicators (brackets) on the left side
Right-Click on the bottom row in the box where the bracket is to highlight the entire row, click Row Visibility. For the option "when the report is initially run:", select Hide. Check "Display can be toggled by this report item" and select the name of the textbox that contains [Type]. If you don't know what this is, exit out of the dialogue box and right-click on the cell [Type] and click Textbox properties, the Name will be in there
Repeat step 6 for the label row for your details row (second row from the bottom)

Adding tables at run time in Telerik Reporting

I've been reading Telerik's documentation and I'm not sure if this is possible: I'm being asked to add tables to a report at run time, without doing so programmatically. A query is run that fetches hierarchical data, and the report owner would like to add a new table to the report for each member of the topmost parent, so that each topmost parent has their own table, with a text box title on top of the table containing the parent's name, in the following pattern:
TopParent1
[Parent1's table]
TopParent2
[Parent2's table]
...
Does anyone know how I could go about doing that without doing so programmatically? Every example and/or bit of documentation I've seen pertains to programmatically adding tables.
It is possible to add tables to a report at run time, without doing
so programmatically?
R: It's not possible to add table with out saying programmatically : the size of each element , the exact position , etc .. .. ..
HowTo create a 'hierachical' report with conditional display ?
1/. Hierachical Report.
Read the telerik official tutorial on How to: Create a Master-Detail Report Using a SubReport Item
Using the SubReport report item you can display one report within another report. The data for each SubReport can be completely different.
But You can achiev Parent/chield relation by Passing Parameters to a SubReport.
/!\ Caution /!\
Page sections are not related to the report itself, but are relative to the paper or screen. Thus page sections of nested/detail reports are ignored and only the page sections of the main report are visible.
In order to have sections that repeat on every page similar to page sections, consider using an unbound group (no grouping criteria specified) and set the PrintOnEveryPage property of its sections to True. Be aware that you cannot use PageCount and PageNumber global objects in group sections.
2/. Conditional Display
You will need to hide Report if subreport have no result.
If you want the user to choose if he want some sub report.
You can do it by passing parameter from your calling application to your report constructor.
And use Something like a Bitfield or an enum to choose what to display.
And What about a C# controler in the master report code behind ?
public myReportConstructor(int SubreportToDisplay)
{
InitializeComponent();
Hiden_Display(SubreportToDisplay);
}
private void Hiden_Display(int _code)
{
if ((_code & (int)myEnum.InfoClient) != (int)myEnum.InfoClient)
HideNShrink(SUBREPORT_CLIENT);
if ((_code & (int)myEnum.Item) != (int)myEnum.Item)
{
HideNShrink(SUBREPORT_Product.Item1);
HideNShrink(SUBREPORT_Product.ItemTWO);
}
}
private void HideNShrink(ReportItem target)
{// http://www.telerik.com/support/kb/reporting/details/collapse-the-container-when-hiding-child-report-items-
target.Visible = false;
target.Height = Telerik.Reporting.Drawing.Unit.Pixel(1);
}
I use a little trick here in my designer every subreport item is set to public:
private Telerik.Reporting.TextBox textBox17;
public Telerik.Reporting.SubReport SubReport_Client;
public Sub_Client sub_CLI1;
When hidding Client I will use the SubReport_Client.
That is the SubReport item, the container of my SubReport Sub_Client ;
(Yes they name the container and the containt are the same name, thats confusing at First, but it's Vs/Telerik choice)
When hidding a Sub Report That is in an other Sub Report.
I use the ContaintSubReport, Container of the nested-nested SubReport.
like: sub_CLI1.nested-nested_SubReport
I was able to answer my own question as follows:
Create two blank reports.
On the report chosen to use for the detail report, remove the report header and footer.
Add data source and parameter/s to the detail report (in my case, an SQL data source) and set report data source to the data source created here.
Add group to report with the value of groupings set to the top-most result in query bound to report. (Groupings = Fields.Parent)
Create text box with the value set to the field for the top result (textbox1.Value = Fields.Parent) or use data explorer to drag and drop Fields.Parent into the group header.
Create text boxes to mimic table column heads (one text box for each title of the columns) and place them into the group header with the text box containing the topmost result (or Fields.Parent).
Drag or create text fields for the rest of the fields in the query (Fields.Child1, Fields.Child2, Fields.Child3, etc) in the detail section of the report, aligned vertically with their column header. Preview the report--it should contain a table-like structure that repeats on each top result.
Switch to other report.
Add same parameter/s to that report.
Add subreport item to the detail section of that report.
Set subreport report source to Type and report document, then select the name of the detail report (the first one created here).
Set parameter/s for subreport to the same parameter/s used in the subreport.
Using that, I was able to essentially add a table per item in the first column of the query. The report created first serves as a wrapper for the query, and because it's being placed in the other report as a subreport item with the grouping I created, it is allowed to repeat as much as it needs to in order to display all the rows in the query.
I used the Telerik documentation for master-detail reports and report structures for this.

BIRT Reports column not spanding the whole row as desired

I am fairly new to BIRT reports.
In the BIRT reports designer I have added a 2nd row to my table which is binded to a data set. In this 2nd row I want 1 column from my data set to take up the whole row.
So what I did was to add the second row and merge all the columns in that row to form one column. I then added a text field with Dynamic HTML Text.
<VALUE-OF>row["ITEMDESCRIPTION"]</VALUE-OF>
The problem I have is that the data is not taking the whole row. It is being wrapped into only a small section of the row. I must be missing something. Can someone help me with this pls.
I'm attaching both the way the end report looks like and also the screenshot of the set up in the designer.
End Result
Designer (you can see all the rows merged in the second row of the table and in the properties i can see a colspan of 10 for that single column)
thanks
I've found out that the asnwer to this question is to make the field element inline style rather than block and also to check the No Wrapping check box for this field int he designer.

Interactive sorting to matrix report in reporting services 2005

i created a matrix report that have 2 rows and 6 columns.
picture 1 (see album picture in the bottom)
i want so active a interactive sort on the last columns that named 'Matrix1_ObjName'.
to do so i clicked right click on the field and go to properties > interactive sort.
than i entered the parameters like in the picture 2 (see album picture in the bottom).
i have done some research and the closes answer was posted on this link
the interactive sort doesn't work.
to be clear i want that the LoginName column will be sorted by the grade that shown in the objName row.
sea picture 3 (see album picture in the bottom)
album pictures
thanks to all...
I never use interactive sort. When I want to be able to change sorting behavior, I do it with a parameter. Create a new report parameter and specify values. Use something descriptive for the labels, then I use integers beginning at zero for the values. After the param is set up right click on a field in report design and go to Row Group then Group Properties. Select Sorting from the menu and build an expression with an if statement similar to this:
=IIf(Parameters!sort.Value=0,Fields!First_Sort.Value,Fields!Second_Sort.Value)
Might help you.

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