Getting Dates from Data into a Report Builder Report

Hi,

As per our understanding, to include the dates in the header for each column in a Report Builder table, while excluding the "Over/Under" (variance) column, you can achieve this by using expressions in the header row of the table.

Here’s how to add dynamic dates to the table header:

Steps to Add Dates Dynamically to Table Headers

Ensure Dates are Accessible:

• Verify that your dataset includes the required dates (6/30/2024, 9/30/2024, etc.) as fields or calculated columns.

Add a Header Row:

• Insert a row above the existing header row in the table if you don't already have a place for dates.

Use Expressions to Populate Dates:

• Click on the header cell where the date needs to appear (e.g., above the column "Actual Last Year").
• Right-click the cell and choose Expression.

Write the Expression for Each Column:

• Use conditional logic to fetch the correct date based on the column's context. For example:
  • For "Actual Last Year":
    =First(Fields!Date.Value, "YourDatasetName") ' Filter for 6/30/2024 data
  • For "Actual Current Year": =First(Fields!Date.Value, "YourDatasetName") ' Filter for 9/30/2024 data
  • Repeat for other columns as needed.
  • Replace "YourDatasetName" with the name of your dataset.

Exclude Variance Column:

• For the variance column ("Over/Under"), leave its header blank or set it to "Variance" manually.

Verify and Adjust:

• Preview the report to confirm the dates are correctly aligned.
• Ensure your dataset filters or calculations correctly match the fiscal year logic.

Thanks!