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How to Name Worksheets When Exporting SSRS reports to Excel

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

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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:

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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.

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

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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.

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

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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.

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

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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

The post How to Name Worksheets When Exporting SSRS reports to Excel appeared first on Interface Technical Training.


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