SSRS Report - Complex Layout?

Question

I need to create a report, but I'm unsure how to get the layout correct.

The way the report should look is Here

The data is currently formatted like so:

Customer No | Sale Price | Cost Price | Margin | Date
Customer A  |   200      |    100     |  100   |  1/1/14

Is it possible to design a report with this layout? I suspect so, but I haven't encountered this issue yet.

Any hints and tips to get me on my way?

Thanks!

Answer 1

Since what you want is actually a cross-tab, it is easier if your dataset is structured like this:

Customer No   Price Type   Date     Amount
-----------   ----------   -------  ------
Customer A    Sale         1/1/14   200
Customer A    Cost         1/1/14   100
Customer A    Margin       1/1/14   100
...

To achieve this, simply use UNION ALL in the SQL statement of your dataset, like so:

SELECT [Customer No], 'Sale' AS [Price Type], [Date], [Sale Price]
FROM MyTable
UNION ALL
SELECT [Customer No], 'Cost' AS [Price Type], [Date], [Cost Price]
FROM MyTable
UNION ALL
SELECT [Customer No], 'Margin' AS [Price Type], [Date], [Margin]
FROM MyTable

With a dataset like this, it is straightforward to get the report layout you want, for example using the Tablix Wizard.

Answer 2

I managed to get it working. It actually wasn't too difficult, to my surprise. This probably isn't the best way to do things, but it worked well for me!

Query

SELECT sa.[Document No_]
    ,[sa.Customer No_]
    ,DATEPART(m, sa.[Posting Date]) AS MonthName
    ,sa.Quantity
    ,sa.[Amount (LCY)]
    ,sa.[Cost (LCY)]
    ,sa.[Profit  (LCY)]
    ,c.[Salesperson Code]
    ,c.NAME
FROM [Sales Analysis] AS sa
INNER JOIN [Customer] AS c ON c.[No_] = sa.[customer no_]
WHERE [Posting Date] BETWEEN '2014-01-01'   AND '2014-05-31'
    AND [Customer No_] IS NOT NULL
    AND [Customer No_] <> ''

Matrix Layout

Results Thanks for the help!