Setting up a tabbed report that exports to Excel from SSRS?

Question

I have a report that needs to be exported from Web Reports/SSRS to Excel while generating a tabular structure that includes a 'Summary' tab with all the information, which also includes a 'Total Count' formula/expression and a 'Total Cash' formula/expression. What I know how to do right now is have the report output tabs based on the parameter I need to sort by. What I'm having trouble with is getting the two 'total' expressions to update between different tabs as well as generating a 'summary' tab that includes all the information.

Answer 1

To generate a tabular structure in Excel from an SSRS report with multiple tabs and summary calculations, you can follow these steps:

1. Design your SSRS report to include the necessary data fields and groupings. Ensure that the report dataset contains all the required data for calculations.

2. Add a group to your report based on the parameter you need to sort by. This will generate separate tabs in the Excel output based on the grouping.

3. In each group tab, place the data fields and expressions required for calculations, such as the 'Total Count' and 'Total Cash' formulas.

4. To update the 'Total Count' and 'Total Cash' expressions between different tabs, you can use the SSRS aggregate functions. Modify your expressions to include the appropriate scope to aggregate the values across the entire dataset instead of just within the current tab.

For example, for the 'Total Count' expression, use the following syntax:

=Sum(Fields!Count.Value, "YourDataSetName")

Replace "YourDataSetName" with the actual name of your dataset.

5. To generate a 'Summary' tab that includes all the information, you can add an additional tab to your report, either as a separate group or as a separate section within the existing report.

In the 'Summary' tab, you can use expressions to calculate the total count and total cash for all the tabs.

For example, to calculate the total count across all tabs, use the following expression:

=Sum(Fields!Count.Value, "YourDataSetName")

Similarly, calculate the total cash using an expression like:

=Sum(Fields!Cash.Value, "YourDataSetName")

6. Once your report design is complete, deploy and run the report in SSRS. Select the desired parameter to sort by, which will generate separate tabs in the Excel output based on the grouping.

The generated Excel output should include the individual tabs with the 'Total Count' and 'Total Cash' expressions updating correctly for each tab. The 'Summary' tab should include the aggregated values for the entire report.

By following these steps, you can generate an Excel output from your SSRS report with separate tabs, including the necessary summary calculations that update correctly across the tabs.