Forum Discussion
OceanExplorer
Helper I
Helper IHow to create this Matrix or Table visual in Report Builder
Hello, suppose these are the records: Based on the above recordes, I was trying to get the below aggregated table in Report Builder - basically it calculates the payment groupped by Custome...
Hiii OceanExplorer
Insert a Table
- In Report Builder, add a new Table from the toolbox.
Assign Fields to Rows & Values
- Drag "State" into the Row Groups pane.
- Drag "Customer ID" under "State" in the Row Groups pane (this ensures Customer ID is grouped under each state).
- Drag "Payment" into the Values pane and set the aggregation to Sum.
Ensure Aggregation is Correct
- Right-click the [Payment] field in the table and choose Expression.
- Modify the expression to:=Sum(Fields!Payment.Value)
- This ensures that the Payment values are summed for each State + Customer ID.
Run the Report
- Click Preview to verify the output.
If this helps, I would appreciate your KUDOS!
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parry2k
Super User
Super UserOceanExplorer as a tablix visual, put state, customer id, and in the 3rd column add expression, and in the expression add sum of the payment column and that should do it.
OceanExplorerHi Parry2k, could you specify the sum expression for the 3rd column payment? I right-click on the value cell of the 3rd columns and entered =sum(Field!Payment.Value), but the result still didn't group the customer ID, I am still seeing multiple records/rows for the same customer ID.