SSRS: How to Toggle

Hello:

Attached is a SQL 2008 SSRS report.  Attached is a screenshot of how it appears when I run it.

I want a toggle plus sign to the left of the first dollar figure in the screenshot.  And, when collapsed, I only want one column to show.  When expanded, I want the other columns to show, of course.

How do I make this happen?  Whenever I try to use the toggle feature of SSRS, I seem to always get a cryptic error.  I'm surprised that the process is not as simple as it looks.

Thanks!

TBSupport
toggle.docx
POOR-RCG-PastDue-Detail-Subrepor.rdl
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TBSupportAsked:
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vr6rConnect With a Mentor Commented:
Sure thing...

Just right click the "[PastDue]" cell (the 2nd column cell, not the sum column) and select "Insert Row" -> "Outside Group - Above"

That brings your detail group 1 row below the parent group, which should eliminate the conflict from hiding/showing groups mixed on a single row.
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vr6rCommented:
In your row groups section, right click "(table1_Details_Group)", select Group Properties, Visibility and set the following options:

When the report is initially run: Hide
Display can be toggled by this report item: Checked, and select "PastDue1" from dropdown

I can't really test this without your data source, but that should be all you need to do.  Attached file has these changes made already.
POOR-RCG-PastDue-Detail-Subrepor.rdl
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TBSupportAuthor Commented:
That's close.  Attached is a new screenshot.

But, I want it collapsed to where I only see that first dollar figure.  Then, upon hitting the plus sign, I want to see the expanded data (i.e. the other columns).

Thanks, for the quick response!

TBSupport
toggle2.docx
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vr6rCommented:
Try this one, this should do it by moving the detail rows below the heading total.  SSRS seems to have trouble showing/hiding detail rows if they are on the same row as the parent group, even though the visibility setting is defined that way.  Again, wasn't really able to preview/test - but this should be the most direct way to get what you want.
POOR-RCG-PastDue-Detail-Subrepor.rdl
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TBSupportAuthor Commented:
vr6r:

Can you send me instructions of what you did, instead?

Thanks!

TBSupport
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TBSupportAuthor Commented:
Unfortunately, when I do that, I get what is shown in the attached screenshot.

What am I doing wrong?

TBSupport
toggle3.docx
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vr6rCommented:
Could you send a screenshot of your design view of the report?
Also, have you tried running the last file that I attached? (just to confirm that it generates the report they way you want)

With these types of edits SSRS is very picky about the layout of the rows.  For example in the steps I mentioned before, selecting "Inside Group - Above" will behave very differently than "Outside Group - Above"
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