Simple Pivot Report

A simple Pivot report contains a Tablix data region. This report uses the default row and column groups to display data.

What You Will Learn

This tutorial guides you through the steps to create a simple Pivot report using Tablix data region.

Note: This tutorial uses sample data set - CustomerOrders.

After you complete this tutorial, you will have a report that looks similar to the following.

Create Report Layout

Drag and drop Tablix data region onto the design area of the report.

The Tablix Wizard assists in designing the Tablix. You can bind the data, and use some quick layout options to help you set styles, organize data, and add totals for the data values.

Bind Data to Tablix Data Region

Let us now populate the Tablix data region with data. We want the titles to be displayed along the rows, different media types along the columns, and the total price corresponding to these.

  1. On the Tablix Wizard, click the drop down next to the CustomerOrders data set to view fields in the added data set.
  2. Drag and drop the Title field onto the Rows area (row group) which forms the Tablix row group.

  3. Drag and drop the MediaType field on the Columns area (column group) which forms the Tablix column group.

  4. Similarly, drag and drop the Price field onto the Values area, which is the body of the tablix.
    Note that the Price field changes to the aggregate price, with following expression: =Sum(Fields!Price.Value).

  5. Click OK.
    The Tablix data region should now look as shown:

Add Labels to Tablix Data Region

Let us add a static row to display labels (static text) for the column group,

  1. Right-click the column group area to view the options in the context menu.
  2. Go to Row and select Outside Group - Above.

    Now the tablix in the design area looks as shown.

To merge the cells in the tablix corner area (top left),

  1. Select the cells in the tablix corner area using mouse drag or simply using Ctrl+Click combination.
  2. Right-click the selected cells to view the options in the context menu, go to Cells, and select Merge Cells.

To provide labels to the columns,

  1. Enter text 'Prices by Media Type'.
  2. Select the text box above the column group MediaType and enter the text 'Media Type'. Now the tablix has column labels as shown.

Manage Data

In Tablix data region, you need to manage how a grouped data is rendered across the rows and columns. This is done by using Group Expressions as explained below.

  1. From the Explorer , select the Tablix data region.
  2. Click the Group Editor icon to display row groups and column groups.

To display the titles once for every row group:

  1. Select Tablix1_Title1 row group and go to the Properties pane.
  2. In the Group Expressions property, click Show Items and then select Add Item.
  3. Click the radio button to display the fields and select the Title field.

To display the media types once for every column group:

  1. Select Tablix1__MediaType1 column group and go to the Properties pane.
  2. In the Group Expressions property, click Show Items and then select Add Item.
  3. Click the radio button to display the fields and select the MediaType field.

Add Report Title

  1. Drag and drop a TextBox control above the tablix. If required, relocate the tablix to create space for the text box.
  2. Click inside the text box and enter the text 'Customer Orders Price List'.

Customize the Appearance of the Pivot Report

Note: You may need to resize and reposition the controls on the report to accommodate data, and for a cleaner look.

  1. To apply borders to tablix, select the Tablix data region and set the BORDER - Style property to Solid.
  2. To customize the static row of the tablix and the title of the report, set the following properties for text boxes with text 'Prices by Media Type', 'Media Type', and 'Customer Orders Price List'.
Property Value
BACKGROUND - Color
(Web Colors)
Plum
TEXT - Font Weight Bold
TEXT - Text Align Center
BORDER - Style Solid
  1. To customize the body area and group area of the tablix, set the following properties.
Property Value
Body area (=Sum([Price]))
BORDER - Style

Solid
TEXT - Text Align Center
Row group area (=[Title])
BORDER - Style

Solid
Column group area (=[MediaType])
TEXT - Text Align

Center
BACKGROUND - Color MediumOrchid

Preview and Save Report

  1. Click Preview to view your report in the final output.
  2. Exit the preview mode by clicking Back on the top left side of the designer.
  3. Click Save to open the Save dialog box. Enter the report name and click Save Report.