Question

I hope this isn’t too simple, but I have a report retrieves rows using this layout:

AccountType    AccountHolder    AccountBalance
-----------    -------------    --------------
SVG            A                      $ 100.00
LNS            A                      $ 300.00
HEL            A                      $ 150.00
SVG            B                      $  50.00
SVG            C                      $ 900.00
HEL            C                      $ 350.00

The report summarizes the data above in a variety of ways, however I’ve been asked to provide a Sum of AccountBalances by AccountHolder for all of their accounts, essentially resulting in the following output:

AccountHolder    AccountBalance
-------------    --------------
A                      $ 550.00
B                      $  50.00
C                      $1250.00

Since the AccountType differs between each row, its not possible to group the rows in the way I want.

I would really prefer not to create another dataset to retrieve identical data without the column, mainly because the original stored procedure takes 40 minutes to run and I don’t want to double the amount of time it takes to run this report.

Can I force SSRS to ignore the AccountType column? Or create a view of the dataset without requiring an extra trip to the database?

Answer 1

You do NOT need to create a new dataset to group existing data you already have.

For your particular case, it’s a simple 3 step process.

1. Add a new table and insert a new Group
   

2. Select a field you are grouping by
   

3. Drag fields onto grouped rows
   

Here is the result (WARNING: looks quite awesome)
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