SSRS recursive grouping in Report Tablix

IIn this post I will continue with implementation of Report which gets data form web service. I would like to demonstrate Recursive group functionality of Tablix Report.

In short:

  • Add field with Parent member
  • Set Recursive group

Create dataset connecting to Reporting Services We Service according to the SSRS connect to web service. Put Tablix component, Insert tab in Report Builder, Table component and Insert Table option. Using Microsoft Visual Studio with Data Tools, go to Toolbox-bar and drag and drop Tablix component.

Map created dataset to inserted Tablix. Right click above the Tablix and choose Tablix Properties from popup menu.

Tablix properties
Picture 1 – Tablix properties

Select dataset from Dataset Name select box.

Tablix Properties
Picture 2 – Tablix Properties

Firstly, we have to prepare parent member which means parent directory of currently listed item. We will use Path field we get from Web Service.

Go to Report Data pane, Datasets section, right click to get Dataset Properties window. Click on Add button and from popup menu select Calculated Field. New item is added to our dataset, name it Parent and go to the Expression icon.

Add calculated field
Picture 3 – Add calculated field

Put pattern mentioned bellow to Expression box. The pattern splits Path field by SPLIT function and because SPLIT function returns array data type we point to the last member of array by other usage of SPLIT function together with Length attribute. It gives us parent directory of current member. This solution is not the best one. For example, when you set same name of two directories, the report may not behave the expected way. There are other ways how to achieve this but for our purposes it is enough.

=SPLIT(Fields!Path.Value ,”/”)(Split(Fields!Path.Value ,”/”).Length – 2 )

Split function in Expression
Picture 4 – Split function in Expression

Now we can get to Report Tablix to change Tablix group from detail to Recursive. Firstly, we group data by child member which is current item of repository (Report or Directory). Group Properties -> Group on
Name.

Group properties
Picture 5 – Group properties

Now in Group Properties pane go to Advanced section and set Recursive parent. Select Parent field from select box.

Recursive parent
Picture 6 – Recursive parent

Set Group Properties to Expand/Collapse functionality, hide group by default and set Type TextBox as Toggle item (picture below). You can get more info regarding Expand/Collapse functionality in this Expand collapse groups.

 Expand / Collapse group
Picture 7 – Expand / Collapse group

When you finish previous steps, you should see report similar on picture bellow. From left to right we can see item Type, Path and current item Name. Expand/Collapse is available in case that item has child members.

Recursive report
Picture 8 – Recursive report