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!
Did I answer your question? Mark my post as a solution!
Khushidesai0109
Skilled Sharer
Skilled Sharer
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!
Did I answer your question? Mark my post as a solution!
OceanExplorerHelper I
Helper IThank you, I got it solved by adding something extra on top of your steps. Because I don't want to see the + Expanded/Collapse view, I need to leave "Expand/collapse groups" box unchecked.