Let’s do this by way of example:

I created a project with a single report. The Data source is AdventureWorks2008 and we are looking at Total Sales figures by Year & Month (keep it simple right?). I have set up a matrix object and added the required fields and set subtotals for Month & Year. See Fig 1. below:

Objective: Enable Toggling of the Month group, using the Year Group as the Toggle Item

At this point I want to point out two key areas, as this is where we will be concentrating our efforts:

1. The Row/Column Groups section at the bottom of the designer
2. The Visibility Properties at the bottom right corner (Last item in the Properties list – but only when an object is selected)

Now, select the drop-down arrow for the Month Row group (See Fig 2.), choose Properties and then select the Visibility tab.

The objective is to enable toggling of the Month rows in the Matrix. We could choose to Show or Hide the Month rows when the report is initially run, or to make this decision based on an expression. Using an expression will determine which rows are expanded and which are collapsed when the report is run initially. I have chosen to use an expression:

=IIF(Fields!YEAR.value=2001, False, True)

This says that if the Year group value is ‘2001’ then show the Month Sales Total values (‘Expanded’), else Hide the Month Sales Total values (‘Collapsed’). See Fig 3. below:

Also note (in Fig 3. above) that I have set the YEAR cell as the Toggle Item. We’ll configure this next.

Once you have set the above properties go back to the designer and highlight the YEAR cell in order to view its properties. These should be on the bottom right, otherwise right-click the cell to bring up the properties window. Find the Visibility > InitialToggleState property and set it using the following Expression:

=IIF(Fields!YEAR.Value = 2001, True, False)

This says that if the Year group value is ‘2001’ then show the toggle icon as ‘Expanded’ (True), else show it as ‘Collapsed’ (False). This allows us to ensure that we are in sync with the expression we used to set the initial visibility of the Month rows. Fig 4. shows the end result of all this hard work:

The Visibility Properties

Understanding what each of the three visibility properties does will help to use them effectively.

Hidden – Can be set to either ‘True’ or ‘False’. This can be done by selecting True or False from the drop down, or by using an expression to set either of those values after evaluating a condition. True equates to the object being hidden and False to the object being shown (tricky eh?).

InitialToggleState – This is only applicable if the object that you have selected can toggle the visibility of other objects. It refers to the state of the toggle icon and can either be ‘Collapsed’ (‘+’) or ‘Expanded’ (‘-‘). As explained by way of example above, setting this to ‘’True’ sets the icon to the ‘Expanded’ state, and False to the ‘Collapsed’ state.

ToggleItem – Use this property to set the object that will enable the user to toggle the visibility of another item. In the example above, I have chosen YEAR as my toggle item for the Month Group.

Beware the Gremlins

You need to be aware of setting properties for the right objects or groups, or you may find that your report does not display correctly:

Fig 4. shows what happens when you set the Visibility properties for the Month & Data CELLS in the report instead of the Month Group properties. Setting the Month Group visibility properties means that you won’t get that nasty white space, and there’s no need to set the visibility of the cells (in this instance).

I have placed the example project in a nice little zip file for all you folks that might want such a thing.

Here’s a taster for what is available:

• A Whistle-stop tour of SSIS Add-ins
• Data Visualisation with Bing Maps for Enterprise
• Let’s make SQL Fly
• Microsoft SQL Server 2008 R2: What’s new in Reporting Services
• T-SQL Tuning with Colin Chapman, Enzo Ferrari, and The Stig

And of course the link to the entire list is right there under each of the presentation descriptions.

If you need a recap of SQLBits V you can read all about it here (Part 1) and here (Part 2).

Preparations

So I’ve been reading a lot in the last few weeks. As the PASS Summit has just come and gone, there are a multitude of blog posts out there about conference preparation, travelling tips, ways to cut costs, what type of questions you should and shouldn’t be posing to speakers/vendors/other attendees, starting conversations with others, making new acquaintances, as well as those about the actual conference.

My preparations have be slow and steady. Research has been the main focus, with understanding what sessions are on offer, who the speakers are and what events will be taking place ‘after hours’. The first two items here are easily accomplished by venturing over to the sqlbits website where you will find a description of each of the intended sessions, the speakers and their bios with links to their websites and other web presences (twitter) if any exist – most do, but there are a few who seem to be ghosts on the information super-highway (ha! when was the last time that you heard that phrase…). Say what you like, but I believe that if you are a speaker then you should at least have a spot on the intertubez where people can find out more about you and download your slides.

I’ve ordered a bunch of business cards from moo.com. They’re of the mini variety and hold all the vital contact info as well as a mug shot of yours truly – so you can remember who to avoid look for at the next meet…

I’ve started to put together a few questions for key people that I’m aiming to stalk find, meet and get to know a little better. I’ll bribe them with whatever they need to persuade them to stick around long enough find out who I am and to answer my questions – I find beer works pretty well in most cases.

What to do, Where to go

In terms of sessions that I’m thinking of attending, it depends on the schedule. I’ve been informed however, that although the schedule for the sessions has been done, ‘technical difficulties’ have meant that they are not yet available for the rest of us. Let’s hope they fix the issue soon… wink wink nudge nudge. Once I know when the sessions are to take place I’ll post a list that I’ll be attending.

On to the important stuff. Social Events! I have been searching for a while now, but have still to find any reference to the ‘after hours events’ – think organised dinners and karaoke sessions at the PASS Summit. This is due to the fact that either there are no events (yet) or they haven’t been adequately advertised. So, if any of you readers do have knowledge of any planned social events, please let me know. If there aren’t any planned events, well…, we’ll have to change that. Pronto.

I’ll see you there. SQLbits 2009.