Hi
I have a requirement in SSRS where in i need to generate a report in which initially there will be one record (say, a manager of a department and some values corresponding to him ) now i need to provide a drill-down on this employee(mamager) such that the next level of employees reporting to him should be displayed with all the parameters and this has to continue till the leaf level employee.
Thanks in advance.
will the number of levels be known in advance or is it parent-child?
RS is not very good at dealing with an arbitary number of grouping levels.
One way to do it would be define a report with a manager parameter that renders a table of subordiantes. Then in a master report, nest the subreport in a table for all expected levels passing the employee id to the subreport. Problem with that is that it wouldn't export very well.
The other ooption would be to PIVOT the parent-child table i.e. flatten it out into columns per each level, then build your table based on that.
Either way you'll need to know the number of levels in advance.
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Yes the number of levels will be known in advance.
i'm a novice in SSRS and does not much about it so can you throw some light on what you have just said.
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Please tell me the structure of the data and we'll take it from there.
Is it SQL or OLAP? A table or a dimension? what are the columns or levels?
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Hi adam,
I'll get an employee id as a parameter to the stored procedure and then i'll get a dataset which will contain all the data for me for all the employees.
Then from this data set i need to generate the drill down report as
(the root level employee)
(then his subordinates)
(then for each employee in the above level we need to get the lower levels here.)
............................................
And this hierarchy goes on till the last employee.
Thanks in advance.|||
ok, I'll ask the question again.
In format does the data come back? What are the columns?
is it employee_id, manager_id (where manager _id is the employee_id of the manager)
OR
is it employee_level_1_id, employee_level_2_id, employee_level_3_id,......
The latter is what you want to end up with to structure your report.
|||
Hi adam,
The data is in the following format
EmployeeID ManagerID Level(the level of the employee)
Thanks in advance.
|||
OK what about the top level manager, is his manager_id = employee_id or is it NULL?
Does the Level column representative of the number of levels in the hierarchy? In it numeric or a textual descriptor?
I assume you also have employee_name an well as some other employee information.
Can you post a little bit of dummy data?
|||
hi
top level managertop level manager is NULL and you will have columns like
EMP_NO , EMP_NAME , MGR_NO , LEVEL(int) , and some other fields............................
12345 xyz 32141 1
level ranges from 1-some known value
|||
The following is a code example of my implementation. Copy the xml into a file and save as .RDL.
You may need to modify the connection as locally I have SQL 2005 installed as a named instance.
The code flattens a table by performing a join onto itself for every level in the hierarchy. I'll try to come up with a neater solution because it feels like I should be able to use the new PIVOT functionality of SQL.
[code]
<?xml version="1.0" encoding="utf-8"?>
<Report xmlns="http://schemas.microsoft.com/sqlserver/reporting/2005/01/reportdefinition" xmlns:rd="http://schemas.microsoft.com/SQLServer/reporting/reportdesigner">
<DataSources>
<DataSource Name="ds_master">
<ConnectionProperties>
<IntegratedSecurity>true</IntegratedSecurity>
<ConnectString>Data Source=.\sql2005;Initial Catalog=master</ConnectString>
<DataProvider>SQL</DataProvider>
</ConnectionProperties>
<rd:DataSourceID>008a7b74-651a-4e19-ad0d-a1af34c884ef</rd:DataSourceID>
</DataSource>
</DataSources>
<BottomMargin>2.5cm</BottomMargin>
<RightMargin>2.5cm</RightMargin>
<PageWidth>21cm</PageWidth>
<rd:DrawGrid>true</rd:DrawGrid>
<InteractiveWidth>8.5in</InteractiveWidth>
<rd:GridSpacing>0.25cm</rd:GridSpacing>
<rd:SnapToGrid>true</rd:SnapToGrid>
<Body>
<ColumnSpacing>1cm</ColumnSpacing>
<ReportItems>
<Table Name="table1">
<DataSetName>dst_employee</DataSetName>
<Top>0.91429cm</Top>
<TableGroups>
<TableGroup>
<Header>
<TableRows>
<TableRow>
<TableCells>
<TableCell>
<ReportItems>
<Textbox Name="l1_employee_level">
<rd:DefaultName>l1_employee_level</rd:DefaultName>
<ZIndex>8</ZIndex>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<FontWeight>700</FontWeight>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<BackgroundColor>#6e9eca</BackgroundColor>
<Color>White</Color>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>=Fields!l1_employee_level.Value</Value>
</Textbox>
</ReportItems>
</TableCell>
<TableCell>
<ReportItems>
<Textbox Name="l1_employee_id">
<rd:DefaultName>l1_employee_id</rd:DefaultName>
<ZIndex>7</ZIndex>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>=Fields!l1_employee_id.Value</Value>
</Textbox>
</ReportItems>
</TableCell>
<TableCell>
<ReportItems>
<Textbox Name="l1_employee_name">
<rd:DefaultName>l1_employee_name</rd:DefaultName>
<ZIndex>6</ZIndex>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>=Fields!l1_employee_name.Value</Value>
</Textbox>
</ReportItems>
</TableCell>
</TableCells>
<Height>0.53333cm</Height>
</TableRow>
</TableRows>
</Header>
<Sorting>
<SortBy>
<SortExpression>=Fields!l1_employee_level.Value</SortExpression>
<Direction>Ascending</Direction>
</SortBy>
</Sorting>
<Grouping Name="table1_l1_employee_level">
<GroupExpressions>
<GroupExpression>=Fields!l1_employee_id.Value</GroupExpression>
</GroupExpressions>
</Grouping>
</TableGroup>
<TableGroup>
<Visibility>
<ToggleItem>l1_employee_level</ToggleItem>
<Hidden>true</Hidden>
</Visibility>
<Header>
<TableRows>
<TableRow>
<TableCells>
<TableCell>
<ReportItems>
<Textbox Name="l2_employee_level">
<rd:DefaultName>l2_employee_level</rd:DefaultName>
<ZIndex>5</ZIndex>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<FontWeight>700</FontWeight>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<BackgroundColor>SlateGray</BackgroundColor>
<Color>White</Color>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>=Fields!l2_employee_level.Value</Value>
</Textbox>
</ReportItems>
</TableCell>
<TableCell>
<ReportItems>
<Textbox Name="l2_employee_id">
<rd:DefaultName>l2_employee_id</rd:DefaultName>
<ZIndex>4</ZIndex>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>=Fields!l2_employee_id.Value</Value>
</Textbox>
</ReportItems>
</TableCell>
<TableCell>
<ReportItems>
<Textbox Name="l2_employee_name">
<rd:DefaultName>l2_employee_name</rd:DefaultName>
<ZIndex>3</ZIndex>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>=Fields!l2_employee_name.Value</Value>
</Textbox>
</ReportItems>
</TableCell>
</TableCells>
<Height>0.53333cm</Height>
</TableRow>
</TableRows>
</Header>
<Sorting>
<SortBy>
<SortExpression>=Fields!l2_employee_level.Value</SortExpression>
<Direction>Ascending</Direction>
</SortBy>
</Sorting>
<Grouping Name="table1_l2_employee_level">
<Filters>
<Filter>
<Operator>NotEqual</Operator>
<FilterValues>
<FilterValue>0</FilterValue>
</FilterValues>
<FilterExpression>=Iif(Fields!l2_employee_id.Value, CStr(Fields!l2_employee_id.Value), "0")</FilterExpression>
</Filter>
</Filters>
<GroupExpressions>
<GroupExpression>=Fields!l2_employee_id.Value</GroupExpression>
</GroupExpressions>
</Grouping>
</TableGroup>
<TableGroup>
<Visibility>
<ToggleItem>l2_employee_level</ToggleItem>
<Hidden>true</Hidden>
</Visibility>
<Header>
<TableRows>
<TableRow>
<TableCells>
<TableCell>
<ReportItems>
<Textbox Name="l3_employee_level">
<rd:DefaultName>l3_employee_level</rd:DefaultName>
<ZIndex>2</ZIndex>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<FontWeight>700</FontWeight>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<BackgroundColor>#8fa0b0</BackgroundColor>
<Color>White</Color>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>=Fields!l3_employee_level.Value</Value>
</Textbox>
</ReportItems>
</TableCell>
<TableCell>
<ReportItems>
<Textbox Name="l3_employee_id">
<rd:DefaultName>l3_employee_id</rd:DefaultName>
<ZIndex>1</ZIndex>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>=Fields!l3_employee_id.Value</Value>
</Textbox>
</ReportItems>
</TableCell>
<TableCell>
<ReportItems>
<Textbox Name="l3_employee_name">
<rd:DefaultName>l3_employee_name</rd:DefaultName>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>=Fields!l3_employee_name.Value</Value>
</Textbox>
</ReportItems>
</TableCell>
</TableCells>
<Height>0.53333cm</Height>
</TableRow>
</TableRows>
</Header>
<Sorting>
<SortBy>
<SortExpression>=Fields!l3_employee_level.Value</SortExpression>
<Direction>Ascending</Direction>
</SortBy>
</Sorting>
<Grouping Name="table1_l3_employee_level">
<Filters>
<Filter>
<Operator>NotEqual</Operator>
<FilterValues>
<FilterValue>0</FilterValue>
</FilterValues>
<FilterExpression>=Iif(Fields!l3_employee_id.Value, CStr(Fields!l3_employee_id.Value), "0")</FilterExpression>
</Filter>
</Filters>
<GroupExpressions>
<GroupExpression>=Fields!l3_employee_id.Value</GroupExpression>
</GroupExpressions>
</Grouping>
</TableGroup>
</TableGroups>
<ZIndex>1</ZIndex>
<Width>7.61904cm</Width>
<Header>
<TableRows>
<TableRow>
<TableCells>
<TableCell>
<ReportItems>
<Textbox Name="textbox2">
<rd:DefaultName>textbox2</rd:DefaultName>
<ZIndex>11</ZIndex>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<TextAlign>Right</TextAlign>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<FontWeight>700</FontWeight>
<FontSize>11pt</FontSize>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<BackgroundColor>SteelBlue</BackgroundColor>
<Color>White</Color>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>level</Value>
</Textbox>
</ReportItems>
</TableCell>
<TableCell>
<ReportItems>
<Textbox Name="textbox4">
<rd:DefaultName>textbox4</rd:DefaultName>
<ZIndex>10</ZIndex>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<TextAlign>Right</TextAlign>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<FontWeight>700</FontWeight>
<FontSize>11pt</FontSize>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<BackgroundColor>SteelBlue</BackgroundColor>
<Color>White</Color>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>id</Value>
</Textbox>
</ReportItems>
</TableCell>
<TableCell>
<ReportItems>
<Textbox Name="textbox6">
<rd:DefaultName>textbox6</rd:DefaultName>
<ZIndex>9</ZIndex>
<Style>
<BorderStyle>
<Default>Solid</Default>
</BorderStyle>
<TextAlign>Right</TextAlign>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<FontWeight>700</FontWeight>
<FontSize>11pt</FontSize>
<BorderColor>
<Default>LightGrey</Default>
</BorderColor>
<BackgroundColor>SteelBlue</BackgroundColor>
<Color>White</Color>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Value>name</Value>
</Textbox>
</ReportItems>
</TableCell>
</TableCells>
<Height>0.55873cm</Height>
</TableRow>
</TableRows>
<RepeatOnNewPage>true</RepeatOnNewPage>
</Header>
<TableColumns>
<TableColumn>
<Width>2.53968cm</Width>
</TableColumn>
<TableColumn>
<Width>2.53968cm</Width>
</TableColumn>
<TableColumn>
<Width>2.53968cm</Width>
</TableColumn>
</TableColumns>
<Height>2.15872cm</Height>
</Table>
<Textbox Name="textbox1">
<rd:DefaultName>textbox1</rd:DefaultName>
<Style>
<PaddingLeft>2pt</PaddingLeft>
<PaddingBottom>2pt</PaddingBottom>
<FontFamily>Tahoma</FontFamily>
<FontWeight>700</FontWeight>
<FontSize>20pt</FontSize>
<Color>SteelBlue</Color>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
</Style>
<CanGrow>true</CanGrow>
<Height>0.91429cm</Height>
<Value>Report3</Value>
</Textbox>
</ReportItems>
<Height>3.60635cm</Height>
</Body>
<rd:ReportID>0b7fa61b-6ddf-4332-bf17-5b42a10a7437</rd:ReportID>
<LeftMargin>2.5cm</LeftMargin>
<DataSets>
<DataSet Name="dst_employee">
<Query>
<rd:UseGenericDesigner>true</rd:UseGenericDesigner>
<CommandText>WITH employee AS
(
SELECT employee_id = 1, employee_name = 'Manager 1', manager_id = NULL, level_no = 1
UNION ALL
SELECT employee_id = 2, employee_name = 'Sub Manager 1', manager_id = 1, level_no = 2
UNION ALL
SELECT employee_id = 3, employee_name = 'Leaf Employee 1', manager_id = 2, level_no = 3
UNION ALL
SELECT employee_id = 4, employee_name = 'Leaf Employee 2', manager_id = 1, level_no = 2
)
SELECT l1_employee_id = l1.employee_id
, l1_employee_name = l1.employee_name
, l1_employee_level = l1.level_no
, l2_employee_id = l2.employee_id
, l2_employee_name = l2.employee_name
, l2_employee_level = l2.level_no
, l3_employee_id = l3.employee_id
, l3_employee_name = l3.employee_name
, l3_employee_level = l3.level_no
FROM employee l1
LEFT JOIN employee l2
ON l1.employee_id = l2.manager_id
LEFT JOIN employee l3
ON l2.employee_id = l3.manager_id
WHERE ISNULL(l1.level_no, 1) = 1
AND ISNULL(l2.level_no, 2) = 2
AND ISNULL(l3.level_no, 3) = 3</CommandText>
<DataSourceName>ds_master</DataSourceName>
</Query>
<Fields>
<Field Name="l1_employee_id">
<rd:TypeName>System.Int32</rd:TypeName>
<DataField>l1_employee_id</DataField>
</Field>
<Field Name="l1_employee_name">
<rd:TypeName>System.String</rd:TypeName>
<DataField>l1_employee_name</DataField>
</Field>
<Field Name="l1_employee_level">
<rd:TypeName>System.Int32</rd:TypeName>
<DataField>l1_employee_level</DataField>
</Field>
<Field Name="l2_employee_id">
<rd:TypeName>System.Int32</rd:TypeName>
<DataField>l2_employee_id</DataField>
</Field>
<Field Name="l2_employee_name">
<rd:TypeName>System.String</rd:TypeName>
<DataField>l2_employee_name</DataField>
</Field>
<Field Name="l2_employee_level">
<rd:TypeName>System.Int32</rd:TypeName>
<DataField>l2_employee_level</DataField>
</Field>
<Field Name="l3_employee_id">
<rd:TypeName>System.Int32</rd:TypeName>
<DataField>l3_employee_id</DataField>
</Field>
<Field Name="l3_employee_name">
<rd:TypeName>System.String</rd:TypeName>
<DataField>l3_employee_name</DataField>
</Field>
<Field Name="l3_employee_level">
<rd:TypeName>System.Int32</rd:TypeName>
<DataField>l3_employee_level</DataField>
</Field>
</Fields>
</DataSet>
</DataSets>
<Width>22.85714cm</Width>
<InteractiveHeight>11in</InteractiveHeight>
<Language>en-US</Language>
<TopMargin>2.5cm</TopMargin>
<PageHeight>29.7cm</PageHeight>
</Report>
[/code]
