Monday, March 26, 2012

RS2k5: Sum(field,scope?) problem

Hello,

I have problem with aggregation methods in RS 2005. I have a query thar returns data set:

Department, Storage, Article, Invoice, Quantity, Value, ValueX
3,1,'Art A','Inv 1',2,30,5
3,1,'Art B','Inv 1',4,40,7

3,1,'Art A','Inv 2',1,15,5
3,1,'Art B','Inv 2',2,20,7

3,2,'Art A','Inv 3',1,18,3

3,2,'Art B','Inv 3',2,16,4

ValueX - this is value returned by UDF. It is unique for every "Article & Storage group".

In RS my report looks like this:

(grpDepartment) Department, Sum(Quantity), Sum(Value), Sum(ValueX, scope?)

(grpStorage)+Storage, Sum(Quantity), Sum(Value), Sum(ValueX, scope?)
(grpArticle)++Article, Sum(Quantity), Sum(Value), ValueX
(detInvoice)+++Invoice, Quantity, Value

And the data looks like this:

(grpDepartment) 3, 12, 139, 31(24+7) <- should be 19(12+7)

(grpStorage)1, 9, 105, 24(10+14) <- should be 12(5+7)
(grpArticle) ”Art A”, 3, 45, 10 <- should be 5
(detInvoice) ”Inv 1”, 2, 30

”Inv 2”, 1, 15

(grpArticle) ”Art B”, 6, 60, 14 <- should be 7

”Inv 1”, 4, 40

”Inv 2”, 2, 20

(grpStorage) 2, 3, 34, 7(3+4)

(grpArticle) ”Art A”, 1, 18, 3

”Inv 3”, 1, 18

(grpArticle) ”Art B”, 2, 16, 4

”Inv 3”, 2, 16

The Sum() error is because I sum ValueX from details, and I should sum it from "grpArticle". Unfortunately I cannot. I've tried using "scope" but without effect.

I've appreciate any help in this.

Maciej

There is an error:

Grpup "grpArticle" definition looks like this:

(grpArticle) ++Article, Sum(Quantity), Sum(Value), ValueX

So of course in this section I get correct values of "ValueX", but in other sections where I use Sum(), I get errors like this:

(grpStorage) 1, 9, 105, 24(10+14) <- should be 12(5+7), it sumarizes ValueX for every row in grpStorage...
(grpArticle) ”Art A”, 3, 45, 5
(detInvoice) ”Inv 1”, 2, 30

”Inv 2”, 1, 15

(grpArticle) ”Art B”, 6, 60, 7

”Inv 1”, 4, 40

”Inv 2”, 2, 20

I've tried to use Sum(ValueX,"grpArticle") but I can use it only in "details" and "grpArticles". In "upper" groups ("grpStorage" and "grpDepartment") it generates error.

Any help in here ? :|

|||It appears that this, rather simple task for i.e. Crystal Reports, is impossible for this release of Reporting Services... |||As a suggestion try =Sum(Distinct(ValueX))|||

If you are using SQL 2005 as your data source then I think I've found a pretty good solution. If you're not using 2005 then you'll have to find a different query to achieve what I propose.

Seeing as the ValueX column is dependant only on the storage and article columns, when multiple invoices appear within this combination ValueX is repeated and hence counted multiple times (twice in your example). So if you eliminate the duplicates and only return a value for the first occurance of each storage and article combination, the sum of the column will be correct.

I use the SQL 2005 ROW_NUMBER() aggregation function to number the rows within each group and use a CASE statement to return ValueX in where the row number is 1 and 0 otherwise i.e.

SELECT Department
, Storage
, Article
, Invoice
, Quantity
, Value
, ValueX
, ValueX2 = CASE ROW_NUMBER() OVER
( PARTITION BY Storage, Article
ORDER BY Storage, Article)
WHEN 1
THEN ValueX
ELSE 0
END
FROM articles

Then the result set looks like this

Department

Storage

Article

Invoice

Quantity

Value

ValueX

ValueX2

3

1

Art A

Inv 2

1

15

5

5

3

1

Art A

Inv 1

2

30

5

0

3

1

Art B

Inv 1

4

40

7

7

3

1

Art B

Inv 2

2

20

7

0

3

2

Art A

Inv 3

1

18

3

3

3

2

Art B

Inv 3

2

16

4

4

Then at the grpArticle level use =Max(Fileds!ValueX2.Value) as the expression and the result lokks like this:

Quantity

Value

Value X

Value X2

3

12

139

31

19

1

9

105

24

12

Art A

3

45

5

5

Inv 2

1

15

Inv 1

2

30

Art B

6

60

7

7

Inv 1

4

40

Inv 2

2

20

2

3

34

7

7

Art A

1

18

3

3

Inv 3

1

18

Art B

2

16

4

4

Inv 3

2

16

|||

Thanks for reply. I did it in different way. In my query I divide each ValueX by the number of invoices . (I've added UDF that count this). Your solution is better because there won't be any calculation errors with rounding and so...

Other thing is that RS can't do it by itself. In both cases I have to modify my query to solve the problem because my reporting solution can’t do stupid summarizing . I think Microsoft should quickly add some features to create some more advanced aggregation and global (for report instance) variables that can be accessed and modified from report code (like in Crystal Reports)...

Thanks anyway

Maciej

|||I agree, but in all honesty I don't see queries that generate datasets for reports as reusable queries hence I prefer to do a lot of the logic in the source query. I tend to wrap the report queries up in views that include sort order columns, even some formatting logic etc. then I set up my report to use the columns from my query rather than embedding lots of conditional logic in the various properties in the report. Once the report is deployed I can make a lot of minor changes just by updating the source view rather than having to modify and redeploy the report.

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