SSRS Data Manipulation and Calculation in SQL Server Reporting Services

In this article, we’ll explore how to manipulate data in SQL Server Reporting Services (SSRS) using SQL queries. We’ll focus on inserting specific values from a dataset and performing calculations to achieve the desired results.

Understanding the Problem

The problem presented involves creating a table with allocated hours for each office, excluding the last one. The original dataset contains offices with their respective hours for different years and quarters. We need to isolate the specific value of the Office “OX” (20) and perform calculations to allocate its hours among other offices.

Prerequisites

To work through this article, you’ll need:

1. Basic knowledge of SQL Server Reporting Services (SSRS)
2. Familiarity with SQL queries
3. Access to a database management system (e.g., Microsoft SQL Server)

Approach Overview

The solution involves creating a temporary table in SSRS that contains the original data, along with a calculated column for each office’s percentage allocation. We’ll then use this data to create the desired report.

Step 1: Creating the Temporary Table

We start by creating a temporary table in SQL Server that contains the original dataset. This step involves inserting the data from the original table into the new table.

-- Create a temporary table
DECLARE @t TABLE(Office varchar(2), Hours decimal (10,6), Year int , Quarter int)

-- Insert data from the original table
INSERT INTO @t VALUES 
('A' ,  3, 2020, 1),
('B' ,  6, 2020, 2),
('C' ,  9, 2020, 1),
('D' , 11, 2020, 2),
('E' ,  5, 2020, 2),
('OX', 20, 2020, 1)

Step 2: Calculating Percentage Allocation

Next, we calculate the percentage allocation for each office by dividing its hours by the total hours in the dataset.

-- Calculate percentage allocation
SELECT 
    Office,
    Hours,
    Year,
    Quarter,
    pc = Hours / SUM(Hours) OVER()
FROM @t
WHERE Office != 'OX'

This step creates a new column called “pc” (percentage) that contains the calculated value for each office.

Step 3: Joining with the Original Data

We join the temporary table with its own data, using the CROSS JOIN clause to include all offices in the calculation.

-- Join with the original data
SELECT 
    a.*
    , a.pc * o.[Hours] as OxAllocation
FROM 
    (
    SELECT 
        *
        , pc = Hours / SUM(Hours) OVER()
    FROM @t
    WHERE Office != 'OX'
    ) a 
CROSS JOIN (SELECT * FROM @t WHERE Office = 'OX') o

This step allows us to include the original data with its hours and other attributes.

Step 4: Finalizing the Report

The final step involves selecting only the desired columns from the joined table.

-- Select only the desired columns
SELECT 
    a.*
    , a.pc * o.[Hours] as OxAllocation
FROM 
    (
    SELECT 
        *
        , pc = Hours / SUM(Hours) OVER()
    FROM @t
    WHERE Office != 'OX'
    ) a 
CROSS JOIN (SELECT * FROM @t WHERE Office = 'OX') o

This step produces the final report with the allocated hours for each office.

Conclusion

In this article, we explored how to manipulate data in SQL Server Reporting Services using SQL queries. By creating a temporary table and calculating percentage allocation, we were able to isolate the specific value of the Office “OX” (20) and perform calculations to achieve the desired results. The final report provides the allocated hours for each office, based on the original dataset.

Additional Considerations

When working with SSRS data manipulation, consider the following:

1. Data consistency: Ensure that your data is consistent and accurate before performing calculations or manipulations.
2. Data quality: Verify that your data meets the required standards for accuracy and precision.
3. Report security: Implement appropriate report security measures to prevent unauthorized access to sensitive data.

By understanding these considerations and applying them to your SSRS reporting needs, you can create high-quality reports that meet the demands of your organization.

Last modified on 2024-08-06