How to Name Worksheets When Exporting SSRS reports to Excel

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How to Name Worksheets When Exporting SSRS reports to Excel

1 4 Peter Avila
Added by February 18, 2015

Let’s say we have the following report that shows total sales by product category by territory:

001-SQL-server-SSRS-report-to-excel

When we export this report to Excel, we’d like each territory to appear in its own worksheet and each worksheet named after its territory:

002-SQL-server-SSRS-report-to-excel

How do we make this work? Easy! 1) Put every group on its own page, and 2) name each page using the same field the group uses.

Step 1: Put each group on its own page

To put each group on its own page, open the group’s property window.

003-SQL-server-SSRS-report-to-excel

Then, in the Page Breaks category, put a check mark in the Between each instance of a group check box.

004-SQL-server-SSRS-report-to-excel

Click OK to complete this step.

Step 2: Name the pages of the group

With the group selected in the Row Groups panel, press F4 to open the Properties window.

005-SQL-server-SSRS-report-to-excel

Next, expand the Group property and look for the Page Name sub-property. From its dropdown, select <Expression…>.

006-SQL-server-SSRS-report-to-excel

In the Expression dialog, select the Fields category and then double-click on the same field the group uses; in this case that would be the Territory field.

007-SQL-server-SSRS-report-to-excel

A reference to the field appears in the window at the top of the Expression dialog.

008-SQL-server-SSRS-report-to-excel

Click OK and that’s it! Now, when you export the report to Excel, the worksheet names will match the group names!

Enjoy!

Peter Avila
SQL Server Instructor – Interface Technical Training
Phoenix, AZ

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