Report Builder 3.0 indicators

Question

I have an expression that I got help with on here. This is the link: format lookupset expression

Now, I've been asked to put indicators instead of bullet points in front of each line.

Below is the criteria for the indicators. I do have this data in my dataset to use.

Red indicator (diamond shape) = Issues with Priority of 4 OR Resolution Due Date more than 5 days late.

Yellow indicator (triangle shape) = Issues with Priority of 3 OR Resolution Due Date between 1 and 5 days late.

What I would like to see on one line is an indicator based on the criteria above, then the date, then the description. Next line is another indicator, date, description etc.

Currently this is what my expression look like:

=" " + Chr(183) + " " + 
 Join(Lookupset(Fields!ProjectName.Value,
            Fields!ProjectName.Value,
            Fields!DUEDATE.Value & " - " & 
 Fields!Title.Value, "Ds2MinIssues"),
            vbCrLf + " " + Chr(183) + " ")

This is what I want it to look like:

Any help with this is appreciated.

Jonnus Jonnus · Accepted Answer · 2015-12-16T09:09:53

To use indicators in this way you will need to break the single textbox into a number of items within the single cell.

I would suggest using a Tablix to achieve the desired result.

Create your tablix
Set Column 1 to be the Date for the items
Right Click the Row, select Add Group -> Row Group - Parent Group and select ProjectName.
In the first empty column then right click the Data cell, and select Insert -> Rectangle
Right click this same cell and select Insert -> Text box
Right Click the Text box and select Expression..., and enter the expression
```
=Fields!TaskBaseline0FinishDate.Value
```
Then type - in the text box and the right click it and select Create Placeholder...
Set this placeholder to be Value to be
```
=Fields!TaskName.Value
```
Finally, right click a clear area in the rectangle and select Insert -> Indicator, and set up the indicator as required.

This results in the design

Using this dataset

ProjectName  TaskBaseline0FinishDate  TaskName  
-----------  -----------------------  --------
A            08/05/2015               Milestone: Kickoff meeting Complete
A            08/18/2015               Milestone: PMT Test Planning Complete
A            08/26/2015               Milestone: Set CCD Date
A            08/26/2015               Sprint 0 Complete
A            09/18/2015               Milestone: Wave 1 Complete
A            09/28/2015               Milestone: Wave 2 Complete

Results in this output

You can then play with this output to hide or rename columns you don't need, format the output as required, and set the indicator to report on the new fields correctly.

Hopefully this will set you on the right path to achieving the desired outcome. Please let me know if you need further assistance

Report Builder 3.0 indicators

1 Answers