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reporting-serviceschartsssrs-tablix

SSRS Tablix and Chart Filtering


I have a chart and matrix that shows records for a given date range. User wants to see the records for indidual months.If the user selects date range from January to April then the results would be 4 charts and 4 tablix based on month instead of single chart and single tablix that shows for all months. Could anyone please help me on how to do that. TIA


Solution

    1. Create a list

    2. Insert your existing Tablix/Matrix into the body of the list

    3. Right click the Row header (grey box) of the List and on the General tab set the Group expression to group on the Month value, i.e.

      =Month(Fields!myDate.Value)
      
    4. Right click the Row header (grey box) of the List and on the Filters tab set two expressions.

      Expression           Operator Value
      -------------------- -------- --------------------------
      =Fields!myDate.Value >=       =Parameters!StartDate.Value
      =Fields!myDate.Value <=       =Parameters!EndDate.Value
      

    This approach will then take an output that looks like this (for all months)

    enter image description here

    When applied, and the parameters set so that StartDate = 01/Jan/2015 and EndDate = 28/Feb/2015, will look like this

    enter image description here

    Note how the data for each month appears separately.

    Let me know if this approach works for you, or if you need any further assistance.