On the Tax Details report (TX620500), what is the best way to:
1. Add the Total Sales column to the left of the “Taxable Amt” field
2. Then add subtotals at the bottom all three columns (Total Sales, Taxable Amt, Total Tax) I have tried numerous different ways with zero success.
Here are some things I have tried:
1. To add the total sales column:
I added a text box in the details section 1 and changed the value to =Sum(ARTran.CuryTranAmt) - that didn't work. I am not looking for a count, but that is what this seems to be giving me.
- I added a text box in the details section 1 and changed the value to =[ARTran.CuryTranAmt]- that didn't work (same issue with the count)
2. To add the subtotals: I added a text box in the page footer (also tried report footer) and changed the value to the following three fields (one for each that I need totals for):
=Sum(RowTaxDetailReport.TaxRate)
=Sum(ARTran.CuryTranAmt)
=Sum(RowTaxDetailReport.ReportTaxableAmt)
The report takes forever to run with these changes. Then, numerous lines are repeated at the end. This shouldn't be too difficult, but maybe I am missing something...
I would add a Variable at the Details level let's say TaxableTotal.
Then have it's value be = $TaxableTotal + [ARTran.CuryTranAmt]
Then at the footer of the group, enter =TaxableTotal to get your total.
And repeat for the other fields you need to sum up
Related
I know I can create the % of Total by selecting the option from the Value Field Settings > Show Values As section, but I'd really like to show my percentage as an index (% of col total * 100)
Can I get formula with the calculated fields? I can't seem to get any kinds of sum() or total() to work in the create calculated field pane
EDIT: ADDED IMAGE FOR CONTEXT
I created an example of what I'm trying to achieve: I just want to display the %of Col Total, but as a whole number; it's a straightforward calculation, but I can't seem to recreate it as a pivot calc. I'm also open to reformatting that output, but I haven't been successful doing that either
I volunteer as part of my job, and I was asked to arrange an Excel file. In the Excel file I have a long table - containing IDs - I have to count the number of times each ID appears - and then copy each ID along with the number of times it appears.
For example:
I tried to count how many each ID appears, using the "countif" command. But when I delete the IDs, the countif changes accordingly.
My use of the "countif" command looks like this, I took the entire identity card, and checked for each certificate how many times it appears. The code I wrote is
=COUNTIF(C9:C3074,C9)
C9 to C3074 - this is my IDs row, C9 - Is a certain ID. I did the operation for "C9" and for each ID separately.
I need to know how many IDs appear, and take each ID once, and together they also took its data from the table.
for example:
The easiest IMO to re-arange this table is actually without any formulas. The proces is done through PowerQuery.
Steps:
Select your range A1:C7 (including headers)
Data tab > From Table/Range
You have headers, so choose accordingly
PowerQuery should now start, and within the opened tab:
Within this new pane, select all three columns again
Got to Transform and click Group By
Change 'Header' to your liking and click 'OK'
There should be a new fourth column, exactly how you imagined it.
Exit PowerQuery and Save edit.
Many times, I am required to provide some type of break-down to the customers - an example is shown in the attached figure.
I have a table of data ("TABLE DATA" - which is some type of pivot) + Customer provides its official form, its structure must be preserved (highlighted in yellow ). Basically, I need to separate the cost details of CODE "A" and CODE "B" into 2 separated sections.
Customer requires me to provided details for each individual Part (example shows Part A - "Break-Down Part A)
Is there anyway to put a"ITEM" from "TABLE DATA" into Code A and Code B ? the rests can be solved by Vlookup (Price, Quantity) - note: "ITEM" is non-duplicated values . Thank you very much
Number your rows in the breakout using =1 and =A1+1 and then just use the formula ="B-ITEM"&TEXT(A1,"000"). If you want to skip making a counter column you could use ="B-ITEM"&TEXT(ROW()-1,"000") to just use the current row number (minus 1 or however many you need).
If your items aren't sequentially like that, but still unique, I would recommend adding counters on the original tab similar to what you have, which would let you quickly find the 5th A or 7th B, something that counts the previous instances of your current type, and then adds 1. For Row 6 you could do =COUNTIF(A$1:A5,A6)+1.
I have large list of items sold and would like to be able to generate a report that shows the most sold items along with how many of each item has been sold.
I'm looking for something along the lines of =countif() but as there are so many unique part numbers I'm not sure how to do this.
To add to the confusion I'm making it so this report automatically generates by dumping the right info into certain worksheets and then running a macro written in vba.
Not asking for a step-by-step approach but maybe someone to point me in the right direction.
Thanks!
edit to show how data is organized:
PO# SO# Line Item Material# Description Order quantity Net Price Customer Created on
The same PO# and SO# will occur with multiple line items for each.
Create a PivotTable with Material# for ROWS and Sum of Order quantity for VALUES then filter for Top 10... .
I am taking Top 10 of Sales Volume grouped by Product categories in SSRS 2012.
I need the total of these top 10 but it shows the complete total. I cant do it on dataset level as I need the complete dataset for other parts in the report. I tried the solution as given in MSDNlink but that didn't help either. Thanks in advance.
This sort of approach does actually work very well.
You haven't given any idea of what your data/metadata is like, but the concepts can be explained with a simple example. Consider the following data:
We will make a simple report based on this, grouped by the grp column:
Sort the groups by total val, from highest to lowest:
To get the running rank and the running total, we use the RunningValue function.
To get the Group Rank, use:
=RunningValue(Fields!grp.Value, CountDistinct, Nothing)
To get the running total use:
=RunningValue(Fields!val.Value, Sum, Nothing)
Finally, we need to display a total for the Top N values; in this case I'm displaying the top 2.
For the second group detail row, use the following Row Visibility expression:
=IIf(RunningValue(Fields!grp.Value, CountDistinct, Nothing) = 2, false, true)
That is, only display this row when there have been two groups, i.e. top 2. You could change the value as required.
This shows us one total row as required:
You need to apply these concepts to your data. If you're still having issues, I suggest trying to replicate my results with the above data/code to make sure you understand all the concepts involved.
Edit after comment:
For situations where there are fewer than N groups but you still want to display the last total, you need to add an extra check to the Top N row Row Visibility expression, something like:
=IIf(RunningValue(Fields!grp.Value, CountDistinct, Nothing) = 10
or (RunningValue(Fields!grp.Value, CountDistinct, Nothing) = CountDistinct(Fields!grp.Value, "DataSet1") and CountDistinct(Fields!grp.Value, "DataSet1") < 10)
, false
, true)
So now the expression will show the for the 10th row, or if the total number of groups in the DataSet are less than 10, it will show for the last group row.
It's a bit more complicated but it has worked for me in the past; depending on your data and report setup you might need to play around with the Scope a bit to get it working in your environment.
If you just need a total for those top 10 and not a running total, you can filter your table by top N ProductCategory and sort your ProductCategory group by SalesVolume Z to A.
For example, I have a table of sales orders and subtotals. I'm showing the top 10 highest total
I sorted by SalesOrderID group descending by my value (TotalDue). Then I filtered my table so it shows only top 10 SalesOrderID.
If you have a lot of data, you may have to see how this performs since I think the table filter happens at runtime.
I think I found an easy way to do that. I had many "Sums" in my report and I couldn't understand the way you answered.
The way i found was to create a parent group of the Details group and add a total row outside the Details. Then I hided the Detais group and the total group just did the Sums and in the group properties just needed to filter the final Sum top N rows, and sort by Z to A the Sum.
All of this worked fine and was done in the Group Properties! In the tablix poperties only showed 3 or 4 rows...