Grouping in SSRS Matrix Reports

In this article we will show you, How to Add Row Groups and Column Groups to already created Matrix Reports in SQL Server Reporting Services 2014. We are going to use below shown report to explain, Grouping in SSRS Matrix Reports.

Please refer SSRS Matrix Report, Data Source and Dataset articles to understand the creation of Data Source, Dataset and Matrix report. If you observe the below screenshot, It was a normal Matrix report with State Column as Row Group and Occupation as Column Group.

Add Grouping in SSRS Matrix Reports

In this example we are going to add Country column to the Row Grouping and Gender column to Column Grouping. We can add the Column names to the Matrix Grouping in multiple ways:

• We can drag and Drop the Column name from Report data to the Row Grouping Pane or Column Grouping Pane in the position we want. For example, Drop the column name on top of existing group to add parent grouping.
• We can Drag the Column name from Report data to the Row Grouping or Column Grouping Column. For example, Drop the column name besides the existing group to add parent grouping as shown below.

NOTE: It is not a good practice to use above method because if you change the direction of a Blue bar, it will give wrong result.

Third method, goto Row groups pane and right-click on the State Group will open the context menu. From the context, Please select Add Group and then select the Parent Group option as shown in below screenshot (If you want to add child group, select Child Group option).

Once you select the Parent Group option, a new Tablix group window will be opened to configure the grouping.

• Group By: Here you have to specify the grouping column name. Either you can select the column name from drop down list or else click on the fx button to create an expression. In this example we are adding Country as Grouping column so we selected the same from the list
• Add Group Header: Please check mark this option, If you want to add header to this group
• Add Group Footer: Please check mark this option, If you want to add Footer to this group

Click Ok to finish Adding Row Grouping to existing SSRS Matrix.

Add Column Grouping

Goto Column groups pane and right-click on the Occupation Group will open the context menu. From the context, Please select Add Group and then select the Parent Group option as shown in below screenshot (If you want to add child group, select Child Group option).

In this example we are adding Gender as Column Grouping column so we selected the same from the list

Click Ok to finish Adding Column Grouping to existing SSRS Matrix. From the below screenshot, You can see that we added Row groups and Column Groups to existing Matrix and we also done some Formatting as well.

Click on the Preview button to see the report preview

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