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rtran
Helper I
Helper I

Report Builder Tablix - How to avoid data being expanded

Hello, 

 

I'm working with Report Builder and am trying to create the following table in a tablix (created in PBI for simplicity but needs to be done in Report builder): 

rtran_2-1614272702355.png Hours is the total sum of hours for that project and only shows one row per project. 

The problem is, there is one column in my dataset called "Months" which is the spread of hours for that month. I only take into account any projects that have a month spread of current month + 24 months ahead. Report Builder will spread the hours regardless of whether or not the Month column is in the tablix, simply because it is in the dataset. Is there a way to only have it summarized for each project, similarly to how Power BI does it automatically in their table? 


I attached an example of the PBI for the dataset example and what happens when I use it in Report Builder. 

Power BI Dataset + Desired Results 

Report Builder Example 

 

Thank you!

 

2 ACCEPTED SOLUTIONS
v-yuaj-msft
Community Support
Community Support

Hi @rtran ,

 

Forgot to add some steps.

1. 

v-yuaj-msft_0-1614757803256.png

2. add a filter of your table (format of "24 hours" is integer)

v-yuaj-msft_1-1614757832209.png

3. Repeat the above steps

Result:

v-yuaj-msft_2-1614757953849.png

Hope that's what you were looking for.

Best Regards,

Yuna

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

v-yuaj-msft
Community Support
Community Support

Hi @rtran ,

 

Let me explain my steps again after modifying some of them.

1. click the value of Hours and change data type as "number".

v-yuaj-msft_0-1615270606615.png

2. right-click table and select "Tablix Properties"

v-yuaj-msft_1-1615270715065.png

3. create a filter and enter "=1" in the value expression

v-yuaj-msft_2-1615270914081.png

Result:

v-yuaj-msft_3-1615270996131.png

Hope that's what you were looking for.

Best Regards,

Yuna

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

 

 

View solution in original post

11 REPLIES 11
v-yuaj-msft
Community Support
Community Support

Hi @rtran ,

 

You're welcome.😊

 

Best Regards,

Yuna

v-yuaj-msft
Community Support
Community Support

Hi @rtran ,

 

Could you tell me if your problem has been solved? If it is, kindly Accept it as the solution. More people will benefit from it. Or you are still confused about it, please provide me with more details about your table and your problem or share me with your pbix file from your Onedrive for Business.

 

Best Regards,

Yuna

v-yuaj-msft
Community Support
Community Support

Hi @rtran ,

 

Let me explain my steps again after modifying some of them.

1. click the value of Hours and change data type as "number".

v-yuaj-msft_0-1615270606615.png

2. right-click table and select "Tablix Properties"

v-yuaj-msft_1-1615270715065.png

3. create a filter and enter "=1" in the value expression

v-yuaj-msft_2-1615270914081.png

Result:

v-yuaj-msft_3-1615270996131.png

Hope that's what you were looking for.

Best Regards,

Yuna

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

 

 

Hi Yuna, 

 

That worked for me this time, thank you! I also was able to do something similar with the DAX Query and alter it with finding the sum in the query, but I much prefer your method to mine. 

 

Thank you for all your help!

v-yuaj-msft
Community Support
Community Support

Hi @rtran ,

 

Forgot to add some steps.

1. 

v-yuaj-msft_0-1614757803256.png

2. add a filter of your table (format of "24 hours" is integer)

v-yuaj-msft_1-1614757832209.png

3. Repeat the above steps

Result:

v-yuaj-msft_2-1614757953849.png

Hope that's what you were looking for.

Best Regards,

Yuna

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi Yuna, 

 

I'm not able to replicate your steps and right clicking does not give me the option to change the data type. 

rtran_0-1614957802545.png

Is there a difference between uploading from flat files and files that are using a live data source? 

 

Thanks!

Hi @rtran ,

 

You may have found the wrong place. Please right click the dataset and select the "Query" option, then follow the steps as I mentioned before. It should work. 

v-yuaj-msft_0-1615191838437.png

Hope that's what you were looking for.

Best Regards,

Yuna

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Hi Yuna, 

 

My previous screenshot was in the "Query" option but I still don't seem to have that option available to me? 

 

Thanks!

v-yuaj-msft
Community Support
Community Support

Hi @rtran ,

 

Sorry for late reply. Based on your description, I did a test as follows. 

v-yuaj-msft_0-1614753545733.png

v-yuaj-msft_1-1614753564803.png

Result:

v-yuaj-msft_2-1614754915183.png

Hope that's what you were looking for.

Best Regards,

Yuna

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

v-yuaj-msft
Community Support
Community Support

Hi @rtran ,

 

Have you set the aggregation format of "hours" to be summation?

v-yuaj-msft_0-1614579963989.png

 

Best Regards,

Yuna

Hi Yuna, 

 

Yes, I have. The results are still not aggregated and come in as separate rows. Additionally, the summation value of Hours becomes the total hours of all projects instead of total hours of each corresponding project (ex. total hours of all project vs total hours of project A / B / C separately). Do you have any other ideas? Specifically in regards to fixing it on report builder, since it doesn't seem to be an issue with PBI. 

 

Thanks!

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