About this course
In this 2-day course, students will continue their learning on the foundations of report writing with Microsoft® SQL Server® Report Builder and SSRS. The focus will be on report writing by connecting to a database and manipulating the data for presentation including: creating table and matrix reports, formatting reports, grouping report data, creating simple and complex expressions, displaying aggregated data, sorting and filtering data, charting data, and preparing reports for printing and exporting. Report Builder 3.0 is available for Microsoft® SQL Server® versions 2014, 2012, and 2008 R2.
The primary audience for this course are persons who are new to reporting with Microsoft® SQL Server® Report Builder and SSRS, persons who are transitioning from another reporting software application, and persons who are existing Report Builder and SSRS report authors.
The secondary audience for this course are persons who are using Report Designer (SSRS).
Course participants may be business analysts, programmer analysts, data analysts, database administrators, or IT professionals and may or may not have experience with Microsoft® SQL Server® Report Builder and SSRS, programming (Visual Basic), and/or Transact-Structured Query Language (T-SQL) experience.
At course completion
- After completing this course, students will be able to:
- Navigate the Report Builder Environment
- Create table reports
- Format reports
- Create basic and complex expressions
- Group report data
- Create matrix reports.
- Sort and filter data.
- Summarize data with charts.
- Print and export reports.
- Familiarity with Windows.
- Creating and navigating folders.
- Opening programs.
- Manipulating windows.
- Copying and pasting objects.
- Formatting text.
- Saving files.
- Microsoft® Office Access 2013: Level 1 or have equivalent experience with basic database concepts.
Module 1: Exploring the Report Builder Environment
This module introduces the Report Builder application and its features. You will explore the Ribbon and its Tabs, Command groups, and Commands, the available Window panes for creating and manipulating reports, and the report design surface using Design and Run modes.
- Introducing the Report Builder Environme
- Working with Existing Reports
Module 2: Adding Data to Table Reports
This module introduces how to populate a report with data and display that data in a table data region on the report. We will begin with defining the data source and continue with query building through data sets to bring data into the report. Next, we will explore the elements of the tablix data region including rows, columns, cells, handles, and field choosers, you will use in displaying your data.
- Create Report Data Sources
- Create Report Datasets
- Work with the Tablix Data Region
- Create a Table Report
Module 3: Formatting Data and Creating Expressions in Reports
This module introduces report formatting techniques which allow a report writer to control how and where data displays in the report. Additional data may also be required and this can be accomplished by adding data from a source or adding a calculated field to the dataset. Simple and complex epressions will also be introduced in this topic.
- Formatting Reports
- Sorting and Filtering Report Data
- Adding Data to a Dataset
- Creating Simple Expressions
- Creating Complex Expressions
Module 4: Grouping Report Data
This module introduces data groupings in reports using dataset fields and using expressions. This module also discusses group hierarchies and adding aggregates to summarize grouped data.
- Group Data in Reports
- Group Data Using an Expression
- Creating Subgroups and Group Aggregates
Module 5: Matrix Reports
This module introduces matrix data regions which are used in reports to control how crosstabular data can be used. While table reports rely on rows and columns, matrix reports rely on row groupings, column groupings, and aggregated values.
- Creating and Modifying Matrix Data Regions
- Creating and Modifying Column Groups
Module 6: Charts
This module introduces the ability to create and add charts to reports. Whether through wizard or individual effort, chart reports or charts as report components allow us to visualize data with or without the details.
- Create and Modify Chart Wizard Reports
- Add Charts to Existing Reports
- Modify Charts in Reports
Module 7: Printing and Exporting Reports
This module introduces report printing and exporting. Reports can be created for electronic display, paper display, or display in another application. This module covers the basics of those three scenarios.
- Print Features and Print Options
- Export Reports