SSRS Clustered Column Report with SharePoint List
Hi Guys,
I have a SharePoint List which has 3 columns: Team Status Date and i want to generate clustere column chart using SSRS report. Could you please provide me steps for the same?
X Axis - All the teams
Y Axis - Count
Legends
1. Pending - status <> "Completed"
2. Task Overdue - status <> "Completed" && (Date == Today between Date == Today - 30
please find attached sample of report.
This is what I have tried so far...
I just need help on forming expression.
Thanks, Nilesh
Hi Nilesh,
According to your description, you want to use a SharePoint list as datasource then create a chart.
In your scenario, we can add a calculated field which includes “pending” and “Task Overdue”. Then add the calculated field to the Series Groups panel. Please refer to the steps and results below:
1. Add a calculated field and specify the value with the expression below:
=switch(Fields!status.Value <> "Completed" and Fields!Date.Value <= now() and Fields!Date.Value >= dateadd("d",-30,now()),"TaskOverdue",Fields!status.Value <> "compeleted","pending")
2. Design the report like below and preview the report.
If you have any question, please feel free to ask.
Best regards,
Qiuyun Yu
Qiuyun Yu
TechNet Community Support
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According to the current description, I understand that you want to specify column name in dataset query designer dynamically when using SharePoint list data source.
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Reference:
http://technet.microsoft.com/en-us/library/aa337432(v=sql.105).aspx
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Perfomance issue with SharePoint List.
Current System:
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From MSDN I came to know than there are recommended count for items in SPList (2000
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What is the best solution to solve the above performance issue with SharePoint list?
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Please advise.Hi Andrew,
Thanks for your post.
I still have some doubts.
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Excel 2010 Synchronize List with SharePoint List using VBA
I have used and loved the interaction between Excel and SharePoint for many generations of both solutions. It's a wonderful opportunity to integrate the familiarity and simplicity of Excel (formatting, ease of use, availability) with the data storage
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http://support.microsoft.com/kb/930006, has provided the mechanics behind utilizing the "hidden" functionality... although, this capability to use VBA to create the synchronized list was available in previous versions. However, once Microsoft
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Revised instructions to reproduce the problem:
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- Note the List Name ##LIST_NAME##
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- Note SharePoint Base URL ##BASE_URL##
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Sub LinkedSharePointList()
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##VIEW_GUID##), LinkSource:=True, Destination:=Range("A1")
End Sub
3. OOPS REVISED this item. The problem is actually with ROW 21... So, update record on row 21... (no matter where the table is located... (if the "Destination" is "A1", then the problem is with ID=20, but if the Table is
shifted down to say A12, then ID=9 on row 21). Anyway... make a simple change to that record... and you'll see the ID immediately change.... as if it's a NEW record. WEIRD! Note: If the sheet is protected, then an error is displayed
indicating that a "read-only" record cannot be updated (referring to the ID cell in column A for the current row).
4. Now "synchronize" the list with excel. The former record is still in the list unchanged AND there is a NEW record in the list holding the changes. There are a number of problems that seem to ONLY occur when something changes to ROW
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I look forward to hearing others' experience!
Thanks!
MarkHere are some things that you can try (change the code, where appropriate):
Private Sub CreateList()
Dim folder As folder
Dim f As File
Dim fs As New FileSystemObject
Dim RowCtr As Integer
RowCtr = 1
Set folder = fs.GetFolder("http://excel-pc:43231/Shared Documents/Forms/") '<=Variable Location
For Each f In folder.Files
Cells(RowCtr, 1).Value = f.Name
RowCtr = RowCtr + 1
Next f
End Sub
Sub ListAllFile()
Dim objFSO As Object
Dim objFolder As Object
Dim objFile As Object
Dim pth As String
Dim WBn As Workbook
Dim ObCount As Long
Dim FileNme As String
Application.ScreenUpdating = False
Set objFSO = CreateObject("Scripting.FileSystemObject")
'Get the folder object associated with the directory
Set objFolder = objFSO.GetFolder("\\excel-pc:43231\Shared Documents\Forms\")
'** You'll need to specify your path here. By removing the http: from the path, the code liked it & found the folder. It wasn’t working previously ***
pth = "http://excel-pc:43231/Shared Documents/Forms/"
'** You'll need to specify your path here. The reason I’ve done this separately is because the path is not recognised otherwise when trying to specify it with workbook.open & using the value set for objFolder **
ObCount = objFolder.Files.Count
'** counts the number of files in the folder
'Loop through the Files collection
For Each objFile In objFolder.Files
Nm1 = Len("http://excel-pc:43231/Shared Documents/Forms/")
'** You'll need to specify your path here **
Nm2 = Len(objFile) - Nm1
FileNme = Right(objFile, Nm2)
'** I’ve done this part to find out/set the file name**
Set WBn = Workbooks.Open(pth & FileNme, , , , Password:="YourPassword")
'** opens the first file in the library – if there is no password, the remove everything from - , , , , Password:="Password1" – leaving the close bracket ‘)’
Application.ScreenUpdating = False
'** optional – you can leave the screen updating on
'<< Your coding here>>
'** The file is now open. Enter whatever code is specific to your spreadsheets.
Next
'** goes to next file within your sharepoint folder
End Sub
Sub SharePoint()
Dim xlFile As String, xlFullFile As String
Dim xlApp As Excel.Application
Dim wb As Workbook
xlFile = "\\excel-pc:43231\Shared Documents"
'http://excel-pc:43231/Shared Documents/
'****----denotes the path.(i.e) u give the path as windows search.Don't use "\" at the end.
'In the sharepoint path %20 denotes space.so u remove that and use space .
Set xlApp = New Excel.Application
xlApp.Visible = True
xlFullFile = GetFullFileName(xlFile, "Book") 'ANZ denotes starting characters of the file.
xlFile = xlFile & "\" & xlFullFile
Set wb = xlApp.Workbooks.Open(xlFile, , False)
'Once the workbook is opened u can do ur code here
wb.Close False
End Sub
Function GetFullFileName(strfilepath As String, _
strFileNamePartial As String) As String
Dim objFS As Variant
Dim objFolder As Variant
Dim objFile As Variant
Dim intLengthOfPartialName As Integer
Dim strfilenamefull As String
Set objFS = CreateObject("Scripting.FileSystemObject")
Set objFolder = objFS.GetFolder(strfilepath)
'work out how long the partial file name is
intLengthOfPartialName = Len(strFileNamePartial)
For Each objFile In objFolder.Files 'Instead of specifying the starting characters of the file you can directly loop through all files in the folder .
'Test to see if the file matches the partial file name
If Left(objFile.Name, intLengthOfPartialName) = strFileNamePartial Then
'get the full file name
strfilenamefull = objFile.Name
Exit For
Else
End If
Next objFile
Set objFolder = Nothing
Set objFS = Nothing
'Return the full file name as the function's value
GetFullFileName = strfilenamefull
End Function
Sub SrchForFiles()
' Searches the selected folders and sub folders for files with the specified (xls) extension.
'ListTheFiles 'get the list of all the target XLS files on the SharePoint Directory
Dim i As Long, z As Long, Rw As Long, ii As Long
Dim ws As Worksheet, dd As Worksheet
Dim y As Variant
Dim fldr As String, fil As String, FPath As String
Dim LocName As String
Dim FString As String
Dim SummaryWB As Workbook
Dim SummaryWS As Worksheet
Dim Raw_WS As Worksheet
Dim LastRow As Long, FirstRow As Long, RowsOfData As Long
Dim UseData As Boolean
Dim FirstBlankRow As Long
'grab current location for later reference, for where to paste final data
Set SummaryWB = Application.ActiveWorkbook
Set SummaryWS = Application.ActiveWorkbook.ActiveSheet
y = "xls"
fldr = "\\excel-pc:43231\Shared%20Documents\Forms\AllItems.aspx"
FirstBlankRow = 2
'asd is a 1-D array of files returned
asd = ListFiles(fldr, True)
Set ws = Excel.ThisWorkbook.Worksheets(1) 'list of files
ws.Activate
ws.Range("A1:Z100").Select
Selection.Clear
On Error GoTo 0
For ii = LBound(asd) To UBound(asd)
Debug.Print Dir(asd(ii))
fil = asd(ii)
'open the file and grab the data
Application.Workbooks.Open (fil), False, True
'Get file path from file name
FPath = Left(fil, Len(fil) - Len(Split(fil, "\")(UBound(Split(fil, "\")))) - 1)
'Get file information
If Left$(fil, 1) = Left$(fldr, 1) Then
If CBool(Len(Dir(fil))) Then
z = z + 1
ws.Cells(z + 1, 1).Resize(, 6) = _
Array(Dir(fil), LocName, RowsOfData, Round((FileLen(fil) / 1000), 0), FileDateTime(fil), FPath)
DoEvents
With ws
.Hyperlinks.Add .Range("A" & CStr(z + 1)), fil
'.FoundFiles(i)
End With
End If
End If
'Workbooks.Close 'Fil
Application.CutCopyMode = False 'Clear Clipboard
Workbooks(Dir(fil)).Close SaveChanges:=False
Next ii
With ws
Rw = .Cells.Rows.Count
With .[A1:F1]
.Value = [{"Full Name","Location","Rows of Data","Kilobytes","Last Modified", "Path"}]
.Font.Underline = xlUnderlineStyleSingle
.EntireColumn.AutoFit
.HorizontalAlignment = xlCenter
End With
.[G1:IV1 ].EntireColumn.Hidden = True
On Error Resume Next
'Range(Cells(Rw, "A").End(3)(2), Cells(Rw, "A")).EntireRow.Hidden = True
Range(.[A2 ], Cells(Rw, "C")).Sort [A2 ], xlAscending, Header:=xlNo
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Function ListFiles(ByVal Path As String, Optional ByVal NestedDirs As Boolean) _
As String()
Dim fso As New Scripting.FileSystemObject
Dim fld As Scripting.folder
Dim fileList As String
' get the starting folder
Set fld = fso.GetFolder(Path)
' let the private subroutine do all the work
fileList = ListFilesPriv(fld, NestedDirs)
' (the first element will be a null string unless the first ";" is removed)
fileList = Right(fileList, Len(fileList) - 1)
' convert to a string array
ListFiles = Split(fileList, ";")
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' private procedure that returns a file list
' as a comma-delimited list of files
Function ListFilesPriv(ByVal fld As Scripting.folder, _
ByVal NestedDirs As Boolean) As String
Dim fil As Scripting.File
Dim subfld As Scripting.folder
' list all the files in this directory
For Each fil In fld.Files
'If UCase(Left(Dir(fil), 5)) = "MULTI" And fil.Type = "Microsoft Excel Worksheet" Then
If fil.Type = "Microsoft Excel Worksheet" Then
ListFilesPriv = ListFilesPriv & ";" & fil.Path
Debug.Print fil.Path
End If
Next
' if requested, search also subdirectories
If NestedDirs Then
For Each subfld In fld.SubFolders
ListFilesPriv = ListFilesPriv & ListFilesPriv(subfld, NestedDirs)
Next
End If
End Function
Finally . . .
Sub ListFiles()
Dim folder As Variant
Dim f As File
Dim fs As New FileSystemObject
Dim RowCtr As Integer
Dim FPath As String
Dim wb As Workbook
RowCtr = 1
FPath = "http://excel-pc:43231/Shared Documents"
For Each f In FPath
'Set folder = fs.GetFolder("C:\Users\Excel\Desktop\Ryan_Folder")
'For Each f In folder.Files
Cells(RowCtr, 1).Value = f.Name
RowCtr = RowCtr + 1
Next f
End Sub
Sub test()
Set objFSO = CreateObject("Scripting.FileSystemObject")
Set objFolder = objFSO.GetFolder("C:\Users\Excel\Desktop\Ryan_Folder")
'Set colSubfolders = objFolder.SubFolders
'For Each objSubfolder In colSubfolders
Cells(RowCtr, 1).Value = f.Name
RowCtr = RowCtr + 1
'Next
End Sub
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Could you provide a screenshot about this issue?
As Dimitri suggested, you can install the update for your SharePoint Designer and check again.
And you can also check if you can display "NA" instead of " " in your calculated column per the following post.
http://rajeshspillai.blogspot.in/2012/03/server-returned-non-specific-error-when.html
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Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS |
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select
"EMPNO",
"EMPNO" EMPNO_DISPLAY,
"ENAME",
"DEPTNO"
from "#OWNER#"."EMP"The DEPTNO column is the one that I need a select list for. I have not used the APEX_ITEM package to handle this, but I expect it could be done that way as well.
On the DEPTNO column, I have the following settings:
Display As: Select List (query based LOV)
Named LOV: -Select Named LOV-
Display Extra Values: Yes
Display Null: Yes
List of values definition: SELECT NULL d, NULL r FROM DUAL
Note that it is important that you use these exact settings.
I have then created a new PL/SQL region on the page below the tabular form. The region should use the "No Template" template to keep it hidden from view. The Region Source is:
DECLARE
vSEP VARCHAR2(1);
BEGIN
vSEP := '';
htp.p('<script type="text/javascript">');
htp.p('var sMaster = new Array(');
FOR c IN (SELECT DNAME d, DEPTNO r FROM DEPT ORDER BY UPPER(DNAME))
LOOP
htp.p(vSEP || 'new Array (' || c.r|| ',"' || c.d|| '")');
vSEP := ',';
END LOOP;
htp.p(')');
htp.p('</script>');
END;This defines a hidden select list as a javascript array using the actual values from the DEPT table.
I then have an HTML region underneath that, again using "No Template", that has the following as the Region Source:
<script type="text/javascript">
function updateList(sChild)
var o;
var sChildValue = sChild.value;
sChild.options.length = 0;
o = new Option('-Select-', '');
sChild.options.add(o);
var k;
for (k = 0; k < sMaster.length; k++)
o = new Option(sMaster[k][1], sMaster[k][0]);
sChild.options.add(o);
sChild.value = sChildValue;
if (sChild.selectedIndex == -1)
sChild.selectedIndex = 0;
function updateLists()
var lists = document.getElementsByName("f03");
var k;
var x;
if (lists)
for (k = 0; k < lists.length; k++)
updateList(lists[k]);
updateLists();
</script>For this example, you will note that I am refering to "f03" (in the updateLists() function) - my DEPTNO column's SELECT tags have "f03" as their NAME attributes. This may need to be changed for your page.
And that's it!
When the page is loaded, the tabular form is constructed. Due to the settings I've applied to the DEPTNO column, each list will actually consist of a NULL entry and the value on the record (that's due to setting Null/Extra Values to Yes).
Then, a hidden select list is constructed as a javascript array. And, finally, we loop through each of the "f03" items on the page, take a note of the value already there, replace the contents of the dummy select list with the contents of the array and then select the original value again.
Andy -
Integrating Tableau server report with SharePoint
Hi
The requirement is to have Tebleau server report to be integrated with SharePoint. We can integrate the report using a page viewer web part but in the web part it asks for log in credentials, also Tableau server is installed on a different server with local
authentication mechanism. What I want is the report be available to all the domain users on SharePoint available on a different server. I see an option - to use Secure store service but then it requires the authentication mechanism to be changed in Tableau
server by uninstalling it first and then install it again (which we consider is not feasible) so that using the secure store credentials the report automatically logs in and shows the report to all the authenticated SharePoint users.
How can we implement the auto log in feature for Tableau report in the page viewer web part so that the report is available already (Secure Store) and the SharePoint logged in user does not have to go and log in.
Any pointers or suggestions to accomplish this using any other method also would be highly appreciated.
ThanksDid you check this
http://www.jenunderwood.com/2014/03/03/how-to-integrate-tableau-with-microsoft-reporting-services/
http://maxderungs.wordpress.com/2013/01/29/workaround-display-tableau-report-in-sharepoint/
Let us know if this helps, thanks
Regards,
Pratik Vyas | SharePoint Consultant |
http://sharepointpratik.blogspot.com
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