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Finance | Project Operations, Human Resources, ...
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Create SSRS Report

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Posted on by 596

Hi guys,

Just want to get an advice, if I want to create SSRS report in FO, a summary like, something like this : 

pastedimage1670209331097v1.png

As this is using different tables all together : SalesTable for the sales summary, InvoiceTable (custInvoiceJour) for the invoice summary, etc. In the making of the report it self, I understand I need to create temporary table. Should I create tables for each summary or to create 1 table to hold all those information ? Understand the columns are different.

So, what actually the best approach here ?

Thanks,

I have the same question (0)
  • Suggested answer
    GirishS Profile Picture
    27,827 Moderator on at

    Hi Lars volt,

    Its better to go with different tables. Because the sales summary will have item id and also sales settlement will have item id, So it will be hard to find out which line belongs to the sales summary and sales settlement and show on.

    But if you want to go with single table you must create one seperate enum field like "Sales summary", Sales settlement etc. While inserting lines for the each you need to insert that enum value also.

    So in the report design you can add filter valurs to the respective grids(Sales summary, Sales settlement etc) with enum values.

    Thanks,

    Girish S.

  • Voltes Profile Picture
    596 on at

    Great advice. Thanks Girish.

  • Suggested answer
    Arunraj Rajasekar Profile Picture
    1,743 on at

    Hi Lars Volt,

    You can accomplish this with a single temp table. In this design, how you categorise the records in the table is critical.

    For example, if the first three reports contain the Itemid and customerId, you can create a field in the temptable called ID and enter the itemid and customerid into that field.

    Use one more field to sort the records for each section, as Girish suggested.

    Create one tablix with four rows for report design. Insert one tablix for each summary within each row.

  • Voltes Profile Picture
    596 on at

    Hi, I like the idea of creating 1 temp Table only.

    May I ask some further question, like how exactly the filtering ? 

    I created a based enum for the report section, lets called it MyReportSection with elements : Header, SalesSummary, PaymentSummary.

    In SSRS, I put a Table layout, then in Filters, I'm thinking I should add the condition of the section, should I need to separate them in some blocks in the report, right ? So for the next section, I will add another Table with the other filter condition. Am I right to think this way ?

    How to put the Base enum value inside the filter, btw ?

    pastedimage1670311696274v1.png

    As above, the "ReportSectionName" is the field that holds the report section either "SalesSummary" or the others. 

    pastedimage1670311875336v2.png

    Is this correct and what value I should give ?

    Thanks,

  • Verified answer
    GirishS Profile Picture
    27,827 Moderator on at

    There is a similar design available in the standard. Refer to PayrollPayStatementReport where there will be a multiple Tablix and each Tablix have filters specified.

    Thanks,

    Girish S.

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