When populating the report dataset, we need to add another two columns: one to represent the current Year, and the other one to represent the current month. Besides, the query groups by Plan column, Name column, Year column, and Month column.
In the report, we drag a Matrix to the design surface, add field Name to the row group and Month field to the column group. Then, add a parent row group that groups on filed Plan, and a parent column group that groups on field Year. In
the data area of the matrix, fill in the cell with expression =Count(Fileds!Effective.Value).
Add two static rows outside the row groups: one for Plan A and one for Plan B. In the proper cell of the Plan A row, input the expression: =sum(iif(Fileds!Pan.Value="Plan A", 1,0)). In the proper cell of the Plan B row, input the expression:
=sum(iif(Fileds!Pan.Value="Plan B", 1,0)).
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