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Marek Vavrovic

SSRS: Grouped Report with Drilldown

Demo: What do I want to create:


Data source: connection to NorthWind database

Dataset:


Select c.Country,

c.City,

c.CompanyName,

SUM(od.Quantity) Quantity,

SUM(od.UnitPrice) UnitPrice

from Customers c

inner join Orders o

on c.CustomerID = o.CustomerID

inner join [Order Details] od

on od.OrderID = o.OrderID

group by Country,City,CompanyName

order by Country,City


Step 1:

ADD PARENT GROUP COUNTRY

  1. Create a basic report by inserting a table and drag couple of fields in.

  2. Create Group by Country:

Go to Row Groups.

Add Parent Group...

Add group header to create a stepped report.

Step 2:

ADD CHILD GROUP CITY

Go to Row Groups again to add another group for city.

Right click on the Country group and add a Child Group City with Add group header checked.

Step 3:

ADD SUBTOTAL BY CHILD GROUP CITY

Go to Row Groups, right on the Details, Add Total > After

I have created two groups: Country and city. This will add the total for the Child Group City

Report:

It looks like a subtotal by Company, but I haven't created a group for this field. This is de facto a subtotal by City. Next subtotal will be for Country and the third one will be the grand total.

Step 4:

you can add a simple expression to write Total by city

In the Category click on the Fields(Dataset1). Drag City field into expression builder.


Report

Step 4:

Add sub total for the Parent Group Country.

Right click on the City > Add Total > After

Report:

I want to add the drilldown. I can do it by hiding the details [azure background] by the City value.

Step 5:

Add Drilldown functionality to Details.

Go to Row Groups > Right click Details > Group Properties

Go to Visibility tab

When the report is initially run: HIDE

Display can be toggled by this item: City

Report:

The Details are hidden, you can toggle it by City field [+]

Step 6:

Add Drilldown functionality to City.

I want to HIDE City Group and UNHIDE by Country Group.

Right click on the City Group > Group Properties.

Set up the Visibility tab.

Report




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