Use tablix grouping and totals

Add grouping

1. Select the top-left corner of the table to ensure the entire table is selected.
2. In the Row Groups section, select the down arrow () in the details row and then select Add Group > Parent Group.
3. In the Tablix Group dialog, do the following:
   1. Select the grouping field from the Group by dropdown.

      This is usually a record ID such as the ProjectID.

   2. Select Add header, Add footer, or both, as needed.

4. Select the grouping field column that's automatically added to the table, right-click it, and select Delete Columns.
5. To merge the grouping header cells, hold down Ctrl on your keyboard, select all the header row cells, and then right-click the row and select Merge Cells.
6. Select the merged cell, then select the square icon () next to the Content field in the properties and select Expression.
7. In the Expression dialog, enter the expression that will be used for the group heading in the Set Expression for : Content field and select OK.

   For example, ="Project # " & Fields!ProjectNumber.Value & ": " Fields!ProjectTitle.Value, which does not use the First or Sum functions.

8. Use the options in the Basic Settings and Appearance sections to adjust the styling as needed.
9. Select Save Report to save your changes.

Add group totals

1. Select the cell that you want to total for the group, right-click it, and select Add Total.
2. Select the cell with the total and use the options in the Basic Settings and Appearance sections of the properties to adjust the style, format, and alignment as needed.
3. Select Save Report to save your changes.

Adjust the report body height and width

1. To adjust the report body height and width, drag the edges as needed.
2. Select Save Report to save your changes.