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SSRS Grouping data for multi-level reports

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by Ravindra Savaram
Last modified: February 12th 2021

Grouping Data For Multi-Level Reports

In the same way that drill-down reports allow a user to select a category and then run a report to view details of individual items within that category, you can create a multilevel report that does the same thing inside one report. The difference between multilevel reports and drill-down reports is that multi-level reports contain all the information in one place, but some of it is hidden until it is selected.

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In the Try it for this section, a report is built that shows data in a hierarchy, starting with the year, then a month, and finally individual employees sales within each month.

report with multi levels
A REPORT WITH MULTIPLE LEVELS. THE VERTICAL BARS SHOW GROUPS

                                                                           (Related Page: Passing Parameters To A Report In SSRS)

Try it

1. Create a new Report by right-clicking on Reports in the Solution Explorer and choosing Add > New item. Name the report MultipleLevel

2. Create a Report data source called AdventureWorks that references the shared data source of the same name.

3. Create a dataset that uses the report data source and use the following query:

SELECT
           p.FirstName + p.LastName AS FullName,
           SUM(soh.TotalDue) AS TotalDue,
           YEAR(soh.OrderDate) AS [Year],
           MONTH(soh.OrderDate) AS [Month]
FROM
           Sales.SalesOrderHeader soh
           INNER JOIN Person.Person p
                   ON p.BusinessEntityID = soh.SalesPersonID
GROUP BY
           p.FirstName + p.LastName,
           YEAR(soh.OrderDate),
           MONTH(soh.OrderDate)

ORDER BY
[Year]

                                                                                   (Related page: Working With Report Models in SSRS)

                                    Frequently Asked SSRS Interview Questions & Answers

4. Click OK to return to the report design surface.

5. From the toolbox, drag a table on to the report and then put the FullName and TotalDue fields into the first two data cells.

Solution Explorer

6. Right-click on the FullName data cell and choose Add Group > Row Group > Parent Group from the menu.

7. Choose Month for the Group By value, select Add group header, and click OK.

8. Right-click on the newly added Month data cell (which will be two rows tall) and repeat the previous two steps, but this time select Year as the Group By value. Again, add a group header for this grouping.

9. Preview the report to see how it looks.

Preview the report

 

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About Author

author
NameRavindra Savaram
Author Bio

Ravindra Savaram is a Content Lead at Mindmajix.com. His passion lies in writing articles on the most popular IT platforms including Machine learning, DevOps, Data Science, Artificial Intelligence, RPA, Deep Learning, and so on. You can stay up to date on all these technologies by following him on LinkedIn and Twitter.