SSRS report export to excel

Hi All,
I have one developed SSRS report which is a matrix report (having customer name in column area and customer code in row area);
and it is working ok no issue here.
Now I want to do something like :
Is it possible while exporting to excel, I can interchange rows data to columns data and columns data to rows data ? (so that customer name comes in row area; and customer code comes in column area)
Hope question is straight forward and clear.
Regards

Hi ,
I have tried to do dynamic grouping based on the Format of rendering, however in dynamic grouping not allowed to use the Global Built-In Fields, Variables, ReportItems collections.
Finally only way left for us to use our classical trick to set the visibility on and off.
This trick can be applied by creating two different Matrix and show one matrix depending on Format rendering.
My trick is to create two groups within the matrix and hide and show one group based on format rendering.
I have created detailed level of post in below link.
https://msbitips.wordpress.com/2015/04/21/ssrs-transpose-columns-of-a-report-dynamically-when-rendering-in-different-format/
RDL for your reference:-
<?xml version="1.0" encoding="utf-8"?>
<Report xmlns="http://schemas.microsoft.com/sqlserver/reporting/2008/01/reportdefinition" xmlns:rd="http://schemas.microsoft.com/SQLServer/reporting/reportdesigner">
<Body>
<ReportItems>
<Textbox Name="textbox1">
<CanGrow>true</CanGrow>
<KeepTogether>true</KeepTogether>
<Paragraphs>
<Paragraph>
<TextRuns>
<TextRun>
<Value>SSRS report export to excel</Value>
<Style>
<FontFamily>Tahoma</FontFamily>
<FontSize>14pt</FontSize>
<FontWeight>Bold</FontWeight>
<Color>SteelBlue</Color>
</Style>
</TextRun>
</TextRuns>
<Style>
<TextAlign>Center</TextAlign>
</Style>
</Paragraph>
</Paragraphs>
<rd:DefaultName>textbox1</rd:DefaultName>
<Height>0.36in</Height>
<Width>5in</Width>
<Style>
<PaddingLeft>2pt</PaddingLeft>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
<PaddingBottom>2pt</PaddingBottom>
</Style>
</Textbox>
<Tablix Name="Tablix2">
<TablixCorner>
<TablixCornerRows>
<TablixCornerRow>
<TablixCornerCell>
<CellContents>
<Textbox Name="Textbox14">
<CanGrow>true</CanGrow>
<KeepTogether>true</KeepTogether>
<Paragraphs>
<Paragraph>
<TextRuns>
<TextRun>
<Value>Customer Code</Value>
<Style />
</TextRun>
</TextRuns>
<Style />
</Paragraph>
</Paragraphs>
<rd:DefaultName>Textbox14</rd:DefaultName>
<Style>
<Border>
<Color>LightGrey</Color>
<Style>Solid</Style>
</Border>
<PaddingLeft>2pt</PaddingLeft>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
<PaddingBottom>2pt</PaddingBottom>
</Style>
</Textbox>
</CellContents>
</TablixCornerCell>
</TablixCornerRow>
</TablixCornerRows>
</TablixCorner>
<TablixBody>
<TablixColumns>
<TablixColumn>
<Width>1in</Width>
</TablixColumn>
<TablixColumn>
<Width>1in</Width>
</TablixColumn>
</TablixColumns>
<TablixRows>
<TablixRow>
<Height>0.25in</Height>
<TablixCells>
<TablixCell>
<CellContents>
<Textbox Name="Textbox18">
<CanGrow>true</CanGrow>
<KeepTogether>true</KeepTogether>
<Paragraphs>
<Paragraph>
<TextRuns>
<TextRun>
<Value>=Sum(Fields!Result.Value)</Value>
<Style />
</TextRun>
</TextRuns>
<Style />
</Paragraph>
</Paragraphs>
<rd:DefaultName>Textbox18</rd:DefaultName>
<Style>
<Border>
<Color>LightGrey</Color>
<Style>Solid</Style>
</Border>
<PaddingLeft>2pt</PaddingLeft>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
<PaddingBottom>2pt</PaddingBottom>
</Style>
</Textbox>
</CellContents>
</TablixCell>
<TablixCell>
<CellContents>
<Textbox Name="Textbox16">
<CanGrow>true</CanGrow>
<KeepTogether>true</KeepTogether>
<Paragraphs>
<Paragraph>
<TextRuns>
<TextRun>
<Value />
<Style />
</TextRun>
</TextRuns>
<Style />
</Paragraph>
</Paragraphs>
<rd:DefaultName>Textbox16</rd:DefaultName>
<Style>
<Border>
<Color>LightGrey</Color>
<Style>Solid</Style>
</Border>
<PaddingLeft>2pt</PaddingLeft>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
<PaddingBottom>2pt</PaddingBottom>
</Style>
</Textbox>
</CellContents>
</TablixCell>
</TablixCells>
</TablixRow>
<TablixRow>
<Height>0.25in</Height>
<TablixCells>
<TablixCell>
<CellContents>
<Textbox Name="Textbox19">
<CanGrow>true</CanGrow>
<KeepTogether>true</KeepTogether>
<Paragraphs>
<Paragraph>
<TextRuns>
<TextRun>
<Value />
<Style />
</TextRun>
</TextRuns>
<Style />
</Paragraph>
</Paragraphs>
<rd:DefaultName>Textbox19</rd:DefaultName>
<Style>
<Border>
<Color>LightGrey</Color>
<Style>Solid</Style>
</Border>
<PaddingLeft>2pt</PaddingLeft>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
<PaddingBottom>2pt</PaddingBottom>
</Style>
</Textbox>
</CellContents>
</TablixCell>
<TablixCell>
<CellContents>
<Textbox Name="Result">
<CanGrow>true</CanGrow>
<KeepTogether>true</KeepTogether>
<Paragraphs>
<Paragraph>
<TextRuns>
<TextRun>
<Value>=Sum(Fields!Result.Value)</Value>
<Style />
</TextRun>
</TextRuns>
<Style />
</Paragraph>
</Paragraphs>
<rd:DefaultName>Result</rd:DefaultName>
<Style>
<Border>
<Color>LightGrey</Color>
<Style>Solid</Style>
</Border>
<PaddingLeft>2pt</PaddingLeft>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
<PaddingBottom>2pt</PaddingBottom>
</Style>
</Textbox>
</CellContents>
</TablixCell>
</TablixCells>
</TablixRow>
</TablixRows>
</TablixBody>
<TablixColumnHierarchy>
<TablixMembers>
<TablixMember>
<Group Name="CustomerCode1">
<GroupExpressions>
<GroupExpression>=Fields!CustomerCode.Value</GroupExpression>
</GroupExpressions>
</Group>
<SortExpressions>
<SortExpression>
<Value>=Fields!CustomerCode.Value</Value>
</SortExpression>
</SortExpressions>
<TablixHeader>
<Size>0.25in</Size>
<CellContents>
<Textbox Name="CustomerCode1">
<CanGrow>true</CanGrow>
<KeepTogether>true</KeepTogether>
<Paragraphs>
<Paragraph>
<TextRuns>
<TextRun>
<Value>=Fields!CustomerCode.Value</Value>
<Style />
</TextRun>
</TextRuns>
<Style />
</Paragraph>
</Paragraphs>
<rd:DefaultName>CustomerCode1</rd:DefaultName>
<Style>
<Border>
<Color>LightGrey</Color>
<Style>Solid</Style>
</Border>
<PaddingLeft>2pt</PaddingLeft>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
<PaddingBottom>2pt</PaddingBottom>
</Style>
</Textbox>
</CellContents>
</TablixHeader>
<Visibility>
<Hidden>=IIF(Globals!RenderFormat.Name="EXCEL",false,true)</Hidden>
</Visibility>
</TablixMember>
<TablixMember>
<Group Name="customerName">
<GroupExpressions>
<GroupExpression>=Fields!customerName.Value</GroupExpression>
</GroupExpressions>
</Group>
<SortExpressions>
<SortExpression>
<Value>=Fields!customerName.Value</Value>
</SortExpression>
</SortExpressions>
<TablixHeader>
<Size>0.25in</Size>
<CellContents>
<Textbox Name="customerName">
<CanGrow>true</CanGrow>
<KeepTogether>true</KeepTogether>
<Paragraphs>
<Paragraph>
<TextRuns>
<TextRun>
<Value>=Fields!customerName.Value</Value>
<Style />
</TextRun>
</TextRuns>
<Style />
</Paragraph>
</Paragraphs>
<rd:DefaultName>customerName</rd:DefaultName>
<Style>
<Border>
<Color>LightGrey</Color>
<Style>Solid</Style>
</Border>
<PaddingLeft>2pt</PaddingLeft>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
<PaddingBottom>2pt</PaddingBottom>
</Style>
</Textbox>
</CellContents>
</TablixHeader>
<Visibility>
<Hidden>=IIF(Globals!RenderFormat.Name="EXCEL",true,false)</Hidden>
</Visibility>
</TablixMember>
</TablixMembers>
</TablixColumnHierarchy>
<TablixRowHierarchy>
<TablixMembers>
<TablixMember>
<Group Name="customerName1">
<GroupExpressions>
<GroupExpression>=Fields!customerName.Value</GroupExpression>
</GroupExpressions>
</Group>
<SortExpressions>
<SortExpression>
<Value>=Fields!customerName.Value</Value>
</SortExpression>
</SortExpressions>
<TablixHeader>
<Size>1in</Size>
<CellContents>
<Textbox Name="customerName1">
<CanGrow>true</CanGrow>
<KeepTogether>true</KeepTogether>
<Paragraphs>
<Paragraph>
<TextRuns>
<TextRun>
<Value>=Fields!customerName.Value</Value>
<Style />
</TextRun>
</TextRuns>
<Style />
</Paragraph>
</Paragraphs>
<rd:DefaultName>customerName1</rd:DefaultName>
<Style>
<Border>
<Color>LightGrey</Color>
<Style>Solid</Style>
</Border>
<PaddingLeft>2pt</PaddingLeft>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
<PaddingBottom>2pt</PaddingBottom>
</Style>
</Textbox>
</CellContents>
</TablixHeader>
<Visibility>
<Hidden>=IIF(Globals!RenderFormat.Name="EXCEL",false,true)</Hidden>
</Visibility>
</TablixMember>
<TablixMember>
<Group Name="CustomerCode">
<GroupExpressions>
<GroupExpression>=Fields!CustomerCode.Value</GroupExpression>
</GroupExpressions>
</Group>
<SortExpressions>
<SortExpression>
<Value>=Fields!CustomerCode.Value</Value>
</SortExpression>
</SortExpressions>
<TablixHeader>
<Size>1in</Size>
<CellContents>
<Textbox Name="CustomerCode">
<CanGrow>true</CanGrow>
<KeepTogether>true</KeepTogether>
<Paragraphs>
<Paragraph>
<TextRuns>
<TextRun>
<Value>=Fields!CustomerCode.Value</Value>
<Style />
</TextRun>
</TextRuns>
<Style />
</Paragraph>
</Paragraphs>
<rd:DefaultName>CustomerCode</rd:DefaultName>
<Style>
<Border>
<Color>LightGrey</Color>
<Style>Solid</Style>
</Border>
<PaddingLeft>2pt</PaddingLeft>
<PaddingRight>2pt</PaddingRight>
<PaddingTop>2pt</PaddingTop>
<PaddingBottom>2pt</PaddingBottom>
</Style>
</Textbox>
</CellContents>
</TablixHeader>
<Visibility>
<Hidden>=IIF(Globals!RenderFormat.Name="EXCEL",true,false)</Hidden>
</Visibility>
</TablixMember>
</TablixMembers>
</TablixRowHierarchy>
<DataSetName>DataSet1</DataSetName>
<Top>0.53in</Top>
<Left>0.5925in</Left>
<Height>0.75in</Height>
<Width>3in</Width>
<ZIndex>1</ZIndex>
<Style>
<Border>
<Style>None</Style>
</Border>
</Style>
</Tablix>
</ReportItems>
<Height>1.51958in</Height>
<Style />
</Body>
<Width>5in</Width>
<Page>
<LeftMargin>1in</LeftMargin>
<RightMargin>1in</RightMargin>
<TopMargin>1in</TopMargin>
<BottomMargin>1in</BottomMargin>
<Style />
</Page>
<AutoRefresh>0</AutoRefresh>
<DataSources>
<DataSource Name="DS">
<DataSourceReference>DS</DataSourceReference>
<rd:SecurityType>None</rd:SecurityType>
<rd:DataSourceID>36063f24-6742-4f6a-a067-0e7a60156149</rd:DataSourceID>
</DataSource>
</DataSources>
<DataSets>
<DataSet Name="DataSet1">
<Query>
<DataSourceName>DS</DataSourceName>
<CommandText>select 'customer1' customerName,'Code1'CustomerCode,11 Result
union
select 'customer1' customerName,'Code2'CustomerCode,14 Result
union
select 'customer1' customerName,'Code3'CustomerCode,17 Result
union
select 'customer2' customerName,'Code1'CustomerCode,12 Result
union
select 'customer2' customerName,'Code2'CustomerCode,15 Result
union
select 'customer2' customerName,'Code3'CustomerCode,18 Result</CommandText>
<rd:UseGenericDesigner>true</rd:UseGenericDesigner>
</Query>
<Fields>
<Field Name="customerName">
<DataField>customerName</DataField>
<rd:TypeName>System.String</rd:TypeName>
</Field>
<Field Name="CustomerCode">
<DataField>CustomerCode</DataField>
<rd:TypeName>System.String</rd:TypeName>
</Field>
<Field Name="Result">
<DataField>Result</DataField>
<rd:TypeName>System.Int32</rd:TypeName>
</Field>
</Fields>
</DataSet>
</DataSets>
<Language>en-US</Language>
<ConsumeContainerWhitespace>true</ConsumeContainerWhitespace>
<rd:ReportUnitType>Inch</rd:ReportUnitType>
<rd:ReportID>3c1c52a7-70c0-4ed8-8f18-f621ef973a48</rd:ReportID>
</Report>
Thanks
Prasad

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Wendy Fu
TechNet Community Support
Hi Wendy,
Thank you much for your fast respond. And as for your questions:
1- Yes I did upgrade them by using SSDT tools in VS2012 and then deploy them again into our SSRS2012 report server.
2- For URLs and Hyperlinks, because the action is go to sub report, I used "Go To Report" and by look at content that been blocked by Excel, I have noticed that (Go To Report) action passes IP address of our SSRS Server . I don't know how can I change
it to use the actual path instead.
3- Shifting the Cells and Rows means when I export report (from SSRS 2005) to excel in xls format (Excel 2003 for example), has very same look as it shows in screen, but when I export it from ssrs 2012 to render it in to xlsx format (Excel 2010 in our case)
I face with merging cells and when I compare this xlsx out put with xls out put of very same report I have see the row that used to be on A23 for example now is in A20 or the column that used to be in A7 now is in B9 for example. And required a lot of manual
work on design to work with spaced between text boxes and location of each data region, and overlaps to get the same result. I want to know is there more efficient way to achieve the same out put as xls.
4- I can't export report to render in Excel 2003 (xls) format directly from SSRS server for we don't have that option in our export list, but I did "save it as" xls and faced the same Row, column, cell shifting as with xlsx.
Thank you so much
I am realistic, I expect miracles.

Cross-Tab Report export to Excel

I have a cross-tab report that I need to export to excel and keep the same formatting. When I export the report the first column is Part # the next is operation #. The report is grouped on Part number, but each part may have multi operation. When I look at the report in Crystal or as a PDF the part # is at the top then each operation is a seperate row that follows. When I export it to excel it works fine but instead of the part # appearing at the top then follow by each operation the part number ends up on the last operation in the list. How can I export this and keep the format the same? by the way I have tried both xls data only and xls 2007 options

Hello Experts,
I also tried to export the CR cross tab report in Excel Data only format.
Also I want to display Row label i.e. my Rows are different dates so I created a text field and named as Date & Time but when export it to Excel Data Only, the date time label appears 1 row above then rest of the columns. It works good while looking on InfoView but export messed it up.
Can you please suggest.

Scheduled Report: Export to Excel (Data Only) Fails

I have an issue with a new installation of Crystal Reports Server 2008. When I try to schedule a report for extract to Excel (Data Only) the report fails with the following error:
Error in File ~tmp202064233ce6330.rpt: Operation not yet implemented.
We have scheduled the report using Word, PDF, text and they all work however the Excel (Data Only) format fails everytime with this error.
I have no problem opening the report in Crystal Reports 2008 and Exporting to Excel Data Only format manually.
Thanks in advance!
Lee

Hi,
i just saw a note about the same Problem for BOE XI Rel.2. There it is a Bug.
I would recommend you install the latest SP for your CRS and try again.
Regards
-Seb.

Report Painter Report- Export to Excel

Hi Gurus,
How to export report painter report to excel.
I could not use the following methoads
1. Under Settings Option, Office Integration, MS Excel is provided. For Secutity reasons, it was blocked. So can't be used.
2. Could not run as backgroud and store in spool, as it immidiately prints to the configured printer.
Any other way to export to excel file?
Thanks
Reagrds

Hi ...
Have selected check box for expert mode and display navigation bar and office integration is it inactive or microsoft excel ?
If you have selected check box for expert mode, you will notice there is an icon export report or simply press Shift + F2.
Kumar

Reports exported to Excel - Formatting issues

We have two Business Objects Enterprise servers (boxi r2 and boxi r3.1 sp3) running side by side. We find that reports created using boxi r2 and exported to Excel format look fine. When we run the same report and export to excel using boxi r3.1 sp3, we encounter the following formatting issues:
<ol>
<li>All columns do not fit on pages. The last 2 to 3 columns spill over onto extra pages.</li>
<li>There are some columns where most of the values are blank, but when a row is exported that has a value in that column, all subsequent column positions for that row shift.</li>
<li>All rows do not fit on page. The last two rows flow onto a new page, then there seems to be a page break.</li>
<li>On some reports dates are displayed as ######.</li>
<li>On some reports column headings are not centered.</li>
<li>I would appreciate any input that would help us determine a fix for the formatting issues we are encountering.</li>
</ol>
The report is executed using CrystalDecisions.CrystalReports.Engine.
Here is the code from the application that does the export:
                            ExportOptions exportOptions = new ExportOptions();
                            exportOptions.ExportFormatType = ExportFormatType.Excel;
                            exportOptions.ExportDestinationType = ExportDestinationType.DiskFile;
                            DiskFileDestinationOptions diskOptions = new DiskFileDestinationOptions();
                            diskOptions.DiskFileName = filename + ".xls";;
                            exportOptions.ExportDestinationOptions = diskOptions;
                            ExcelFormatOptions XLOptions = new ExcelFormatOptions();
                            XLOptions.ExportPageBreaksForEachPage = true;
                            XLOptions.ExportPageHeadersAndFooters = ExportPageAreaKind.OnEachPage;
                            exportOptions.ExportFormatOptions = XLOptions;
                            rptDoc.Export(exportOptions);
Please note the following details about our environment:
<h5>Report Designers:</h5>CR Designer version: xi Rel 2
<h5>Developer environment</h5>Has the following installed:
- Business Objects Enterprise XI Release 2
- VS .Net 2008
- Crystal reports Basic for Visual Studio 2008
- Crystal Report 2008 Runtime SP3
- Boxi .Net SDK
- SAP BusinessObjects Enterprise XI 3.1 Client Tools sp3
- .Net Version: 2.0
<h5>Crystal Server environment:</h5>Two clustered Business Objects Enterprise servers with the following installed & configured
- Business Objects Enterprise XI Release 2
- Crystal Reports XI Release 2
- SAP BusinessObjects Enterprise XI 3.1 SP3
- .Net Version: 2.0
<h5>Web Servers:</h5>Two load balanced web servers with the following installed and configured
- Business Objects Enterprise XI Release 2
- Crystal Report 2008 Runtime SP3
- Crystal Reports XI Release 2 .Net 2005 Server
- SAP BusinessObjects Enterprise XI 3.1 SP3
- .Net Version: 2.0

Umm, the code you provided has nothing to do with Business Objects Enterprise...(?). So, I'm a bit confused by the mention of BOE and "The report is executed using CrystalDecisions.CrystalReports.Engine" in essentially one paragraph.
Can you pls explain?
- Ludek

SSRS report export to excel

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