SSRS - Calculate $ cost on monthly basis

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SSRS - Calculate $ cost on monthly basis

engg.pankaj

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December 28, 2012 at 10:56 am

#393854

I am new to SSRS and stuck at a point and can not move further and so need your help
I have a question regarding calculating sum of sales for different months.
I have a report which shows weekly sales $ for east and west cost office. I have a report which shows weekly sales $ for east and west cost office. The datasource is a table which contains weekly sales data for the offices like:
Week $ Sales_Item1 $ Sales_Item2 $ Sales_Item3
Aug 20 1000 xyz abc
Aug 27 500
Sept 03 2000
etc
etc
etc
Report needs to show info like:
Week $ Sales_Item1 $ Sales_Item2 $ Sales_Item3
Aug 20 1000 xyz abc
Aug 27 500
Sept 03 2000
etc
etc
etc
Sum $ for Aug X Y
Sum $ for Sept A B
How do i calculate the sales for these individual items monthwise and show it on the report. What needs to be written in the "Expression" so as to get the sum of all 4 weeks data of the month?
Please reply.
Thanks

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robert.gerald.taylor SSChampion Points: 13133 More actions · Answer 1

Rather than trying to do this in an expression, change your datasource and do it in T-SQL. Much easier.

Rob

davoscollective SSCertifiable Points: 6355 More actions · Answer 2

If you are able to edit the SQL then do as robert says. If you aren't good with SQL or are unable to edit the SQL for some reason then here's an idea:

If the week field is a text datatype (not a true date) then you could create a calculated column as

=Left(Fields!Week.Value,4)

This assumes that your weeks are as you've shown in your example, as either 3 or 4 letters followed by the day of the month.

You will also want to include the year in the group, that's important if your report spans multiple years.

If the week field is a proper date datatype then you can use this formula:

=MonthName(Month(Fields!Week.Value),False)

If you add a parent group to the details row, use that calculated column as the group.

You can then add totals for the groups. If you right click on the $Sales_Item1 details cell it will give you the option to "add total".

The results will look somewhat like this

Month Week $Sales_Item1

Aug Aug 20 1000

Aug 27 500

Total 1500

Sept Sept 03 2000

Sep 10 100

Sep 17 0

Sep 24 0

Total 2100

If you really want it as per your example with the totals per month separate, then you can add a second tablix below and just use the grouping in it, i.e. change the details group to be grouped by month (see formulas above) and use something like =sum(Field!@Sales_item1.value) for each cell expression.

engg.pankaj SSC-Addicted Points: 470 More actions · Answer 3

Thanks for the reply Robert.

So, do I alter the source table, add new column(s) which can hold the values for the sum of the month(s)?

robert.gerald.taylor SSChampion Points: 13133 More actions · Answer 4

engg.pankaj (1/2/2013)
Thanks for the reply Robert.
So, do I alter the source table, add new column(s) which can hold the values for the sum of the month(s)?

No, you wouldn't need to alter the table, but rather just write a query. Just sum up the values grouping by the month. You would use the SUM() aggregate function and the GROUP BY clause. Take a look at: http://www.sql-tutorial.net/SQL-GROUP-BY.asp

for an intro on how group by works.

Rob

engg.pankaj SSC-Addicted Points: 470 More actions · Answer 5

Hi Robert,

Thanks for the reply again.

I know how to write SUM() and group by queries in T-SQL however, I want to know how to write this query and show the result in that particular column.

If i right click on a column on the report, where do I write the query in it so that we can display the result of the query in that column.

I am new to SSRS and need guidance.

Thanks

robert.gerald.taylor SSChampion Points: 13133 More actions · Answer 6

engg.pankaj (1/3/2013)
Thanks for the reply again.
I know how to write SUM() and group by queries in T-SQL however, I want to know how to write this query and show the result in that particular column.
If i right click on a column on the report, where do I write the query in it so that we can display the result of the query in that column.
I am new to SSRS and need guidance.

You put your query in the Dataset area of the report. First, make sure you have a data source that points to your database. Then create a new dataset (right click on Datasets and choose Add Dataset if you're creating your report in Report Builder -- it's similar in VS as well). From here you can either go to the query designer, or just past in your query into the text window.

Now in your tablix, make sure it's connected to that dataset (in the tablix properties, Dataset name). And then you can select the fields from your dataset for the columns of your report table.

HTH,

Rob