We can implement drilldown report using grouping feature of SSRS 2008, where we just give SSRS filtered data and group expression and rest is done by SSRS, great. Our problem is that we have very large data even after giving filter, so it takes lot of time for SSRS to get data and group it. What can be ideal situation is that we have opportunity to really implement drill down, i mean when user expand group level 1 , group level 2 data is fetched from DB by SSRS and rendered and delivered to client.
We tried with subreports but then again it preloads data. and we have to provide up to 8 levels of drill down.
Any suggestion how to do it in SSRS 2008 is welcomed, any alternative approach suggestion is welcomed as well.
Try using the "Link to Report" feature in one of your columns. This way you can create a summary report, and then fire off another report when the user clicks the columns row data. The drill down report can accept a parameter from the main report to determine what data should display.
Related
Coming from the corporate data warehousing solutions world I found Power Pivot to be surprisingly functional tool that could help to bring BI into small bussiness. In order to educate myself in this area I'm doing a small project for a friend who is a building contractor and asked me to help analyse his costs against different projects. The issue is that some data needs to be provided by user and here is where my narrow knowledge of Power Pivot is starting to show up.
My base data is coming from accounting system. I have access to company books via SQL Server connection, I can import Invoices, Clients, Suppliers, Accounts and all other entries. I made all
the connections and can present data in an easy way in a Pivot table which alone impressed my friend a lot. I was impressed myself how easy and straightforward it was compared to some reporting tools like Microstrategy or Business Objects which I use every day.
What is missing in the accounting system is Project information, say Client has 3 houses which my friend is working on, each of them should be treated as a separate project that we want to calculate profit on. Do do that I need some manual input such as assigning Project to Cost invoice add a category (Materials, Services) etc.
Initially I wanted to create a two lookup spreadsheets:
Projects where project name, valid from/to, etc. would be entered manually (or imported from CRM application in the future) and Client which would be selected from a dropdown list (ideally sourced directly from the power pivot Client table)
QUESTION 1: how to add a dropdown list of Clients coming from Power Pivot table?
Invoice relation table which would hold some data from power pivot Cost Invoice table (invoice number, supplier, date etc.) and then a dropdown list with projects (from the first spreadsheet) and cost type. Tricky part is that I would like invoice list to be refreshed automatically when new invoices are registered but I don't want to loose any data added manually against them!
QUESTION 2: how to design such spreadsheet to be populating new invoices automatically but maintaining data linked with it? I was thinking PivotTable with some data next to it but it seems like a very volatile solution, say invoices are sorted by invoice number (which is different system or each supplier) and a new one can show up in the middle of the table, then all projects that were manually added after would start pointing to the wrong invoices.
Last resort for me is to create an MS Access database for storing/updating lookups but then all the mess with creating ODBC connections etc. comes into play and in my opinion it's defeating the idea of neat PowerPivot Excel spreadsheet...
Any ideas are welcome!
in general you can design an excel table that holds manual input data and feed that table into PowerPivot (via linked table).
as for the drop down info based on database data i suggest using power query. this tool lets you connect to various sources, do some data wrangling and then output that data into excel. these outputs can then serve as data range for excel based drop downs.
take a look at Power Query e.g.here: https://support.office.com/en-in/article/Introduction-to-Microsoft-Power-Query-for-Excel-6e92e2f4-2079-4e1f-bad5-89f6269cd605 or here https://www.youtube.com/watch?v=LACjRvxl_2w.
I have an Excel report showing a pivot table pulling data from a Data Model on Sharepoint.
I need to filter the report by each "manager" in the company(10 managers in total), so that every manager sees it's own report with it's own data.
Because reports are sharepoint integrated, i cannot play with macros.
What solution would you use to solve this problem?
My idea so far is to create a manager slicer, select manager, hide slicer and save excel. For a total of 10 excel reports. Not sure if that's a decent way tho.
I would also like to avoid creating 10 data models.
Any idea is welcome, thanks.
gg.nz,
I would opt out for using PowerView for creating easy-to-use dashboards. That will allow you to easily manage users as well. Creating 10 duplicated Excel files can be quite time-consuming and updating them manually would be not a smart way to go since you have SharePoint & Office 2013 functionality available.
See this post with detailed instructions how to use PowerView dashboards.
I am attempting to recreate a CrossTab report in CrystalReports for VS2012 that was originally done using SSRS / ReportDesigner.
What I cannot figure out how to do is enable expand/collapse interactivity for the groupings at column or row level.
This type of behavior seems to be a fairly standard part of this type of report (other tools I am comparing all seem to have this behavior available).
How / where do I enable this behavior in my report definition in CrystalReports?
As far as I know you cannot do this. Crystal reports provides very limited dynamic features. It is designed with the idea to print the report.
You can emulate similar behavior by placing 2 crosstabs in 2 on demand subreports ( one for expanded, one for collapsed crosstab) However this looks like too much work to me and will require 2 calls to the database. If you already have the report in SSRS why would you convert it to Crystal ?
There are some other options to handle this: Check the first 3 minutes of this video:http://www.r-tag.com/Pages/Preview_Demo.aspx
It demonstrates the same data presented in SSRS matrix, Crystal crosstab and SQL Pivot table. The pivot table will allow your users to have expand/collapse functionality without reporting server available.
Crystal Reports' cross-tab objects don't support expanding or collapsing. Nor do they support drill-down functionality.
Hi All,
I need to generate some reports (bar graphs, pie charts etc) using
Performance Point Service in SharePoint 2010. I am able to generate
reports.
I am facing issue when I am supposed to do some calculation and then
show values in these charts e.g.) get marks1 and marks2 and show
division(marks1/marks2) as one axis on graph.
As we create these graphs we don't a provision of doing
calculations(We have measure and dimension to drag and drop).
Please guide.
Vikrant Raj Behal
It sounds like you need to have some columns in a PerformancePoint chart that need to be dynamically calculated.
This is not possible with PerformancePoint charts using the drag and drop capabilities. Depending on your needs you may be able to do some calculations or aggregates if you edit the MDX Query itself. However this may limit your drill down ability.
The other option is to do those calculations inside of your cube in the form of a calculated measure, then you could use the drag and drop functionality.
Here is link to someone on technet whom asked a similar question
I am working on an excel report in CrystalReports, in VS2005. I have a field in the Details section which can have up to 255 characters of text, and I want the height of the row in excel to expand so that the entire text can be seen initially when the report is generated.
I set CanGrow=True in the field's properties, and the field does seem to grow; the field is only one line (Height=159), but many of the rows display multiple, wrapped lines of text. Some rows intermittently have the bottem half of the last line of text cut off; the user has to expand the row a little bit to see it. There doesn't seem to be a particular field length that causes this - in one case, it has four lines total in the output, and in another case, it has only three.
Can anyone suggest what might be the cause of this, or how I could work around it?
Thanks in advance for any help you guys can offer.
[Edit: I am no longer working on this project, so I never found out what became of this setting. Most likely it wasn't fixed, since it's not a critical issue.]
One solution to this issue that I've come up with in the past is to have two separate reports. One for display and exporting to pdfor rtf and another report for exporting to Excel.
I know in general this is not a good approach because there is the possibility for data to be different in the export than the display report, but if careful it works well.
I have a situation where a client needs data printed in a specific format on a report, but there is way to much data to physically be able to fit on a page. We worked out a solution that I run a "display version" of the report that fits most of the data, but the rest of the data necessary for there client is added only to the "Excel version" of the report.
To do this I simply load the "display report" to the report viewer as you normally would, but when you go to export the report I load the "excel report" with the same parameters as the "display report" and call the code to export the data to Excel.
By using this method the "display report" can be formatted any way necessary without having to worry about messing up the export to excel. The excel report fields can then be made a smaller size than required by the display report because the data should export even regardless of the size of the field. Doing this allows you to fit more data on the Excel export report.
Since both reports use the same datasource you will have an issue if you make a change that you have to remember to go verify the database on each report to see the new database changes, but this method allows you to include more data and in a different format than the display version of the report.
Hope this helps.
While not a solution for Crystal (I don't know of one), as part of the reporting team at GrapeCity-Data Dynamics, we've worked with similar issues taking free-form reports to excel spreadsheets for a decade. In our Data Dynamics Reports product we came up with a completely new way of solving the problem of exporting reports to excel.
We allow you to create a template for the report output. The template is a basic excel file with place holders for the various textboxes (or other controls) and regions (tables, lists, etc.) in the report. You can open this template inside of excel and modify the properties of the cells and rows. In the scenario you describe, you can export a "template" from Data Dynamics Reports and then modify the autosize property of the row in the template containing the placeholder for the textbox you're struggling with.
When you export the report to excel next time, just specify the template to Data Dynamics Reports (which can be done programmatically and transparently to the end user) and Data Dynamics Reports will honor all settings you specified in the template.
This is hard to explain so there is a ~2 minute screencast that shows this feature at our website in the following location:
http://www.datadynamics.com/Products/DDRPT/ScreencastViewer.aspx?ID=XLS01
For more information about the product and for a free trial download visit: http://www.datadynamics.com/DataDynamicsReports
Scott Willeke
GrapeCity - Data Dynamics