#Tableau report builder how to#

For nested groups, the total row for the child group is outside the child group but inside the parent group. For a row group, the Add Total command adds a row outside the group so that it repeats only once in relation to the group.

To show totals for a group, you can use the context-sensitive Add Total command.

#Tableau report builder how to#

For more information about how to format group information as a stepped report, see Create a Stepped Report (Report Builder and SSRS). This style of formatting is called a stepped report. In Preview, the report displays the order data grouped first by date, and then by order, as shown in the follow figure.ДЄn alternative way of displaying grouped data is to indent the group hierarchy to display the nested relationship of groups instead of presenting each value in its own column. The figure shows a parent group based on date and a child group based on order number, as well as the details group that was defined by default. The row groups were created by dragging the Order field and then the Date field to the Row Groups pane and inserting each group as a parent of the existing groups. The following figure shows a table with two nested row groups in Design view. For more information about areas, see Tablix Data Region Areas (Report Builder and SSRS). After you add a group, the table automatically adds cells in new columns in the row group area in which to display the group values.

For a table, drag the field to the Row Groups pane. Just as you can drag a field from the Report Data pane to a cell to display detail data, you can drag a field to the Grouping pane to add a group. The follow figure shows the last few rows of the table including the total row.ДЇor more information, see Add a Total to a Group or Tablix Data Region (Report Builder and SSRS). In Preview, the report displays the header row and the details row once for every row in the dataset query result set, and it displays the totals row. The following figure shows a typical totals row that includes both automatic and manually specified totals: You can also specify other labels and totals manually. To add totals, select cells with numeric data, and then use the shortcut menu to automatically add labels and totals for detail data for numeric fields. For more information, see Exploring the Flexibility of a Tablix Data Region (Report Builder and SSRS). You can also continue to develop your table by adding row groups, column groups, and by adding or removing detail groups. For more information, see Controlling the Tablix Data Region Display on a Report Page (Report Builder and SSRS). You can enhance the design of your table by adding features that are supported by the underlying tablix data region. The table that you start with is a template based on the tablix data region.

Each product sold in the order is listed on a separate row, along with the quantity and the line total for the item, as shown in the following figure: The label row and the details row each display once for every row in the dataset query result set. The table expands down the page as needed. The following diagram shows a table data region with these fields: Date, Order, Product, Qty, and Line Total.Д¬heck your design by viewing the report in Preview. After you add dataset fields to the table, you can change the default format for dates and currency to control the way they display in the report. To add additional columns, drag the field to the table until you see an insertion point. To display data on these rows, drag fields from the Report Data pane to the table cells in either the header or the details row. The row handle for the Data row shows the details symbol ( ). The following figure shows a selected empty cell in a default table. Brackets indicate group membership for a selected cell. Row handles display graphics that help you understand the purpose of each row. When you select the table, row and column handles appear on the outside of the table and brackets appear inside cells. The following figure shows a new table added to the design surface. To describe how to configure a table from beginning to end, this topic uses the table template.Д«y default, a new table has a fixed number of columns with a header row for labels and a data row for detail data. The wizard is available only in Report Builder.