This must be a pretty standard report format but so far it looks as though I’m not smart enough to figure out how to get ‘er done. I’m using 2008 R2 to work with a hierarchy of about 30k GL accounts. The hierarchy is narrow at the top—only 5 subtrees (Assets, Liabilities, etc.)—and it is only four levels deep but the bottom levels are several thousand accounts wide.
In addition to the original Account_Number and Parent_Number columns, a straight-forward T-SQL recursive CTE has produced 3 new columns which I suppose should be useful. I’ve tried to work through the SSRS help examples on How To Create a Recursive Hierarchy Group but it’s not getting me where I want to go.
Level Hierarchy Node Account_Type
1 /1/ 0x58 Assets
1 /2/ 0x68 Liabilities
1 /3/ 0x78 Equity
1 /4/ 0x84 Income
1 /5/ 0x8C Expenses
2 /1/1/ 0x5AC0 Assets -> Cash
2 /1/2/ 0x5B40 Assets -> Acct Receivable
2 /2/1/ 0x6AC0 Liabilities -> Acct Payable
I would like to a report which opens showing only the top 5 accounts but which will allow User to drill down through each of the remaining 3 levels. Using an expression to indicate level by simple indentation is not an option.
Please point me to an example or some more instructions.
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