Course 55204-A: Writing Reports with Report Designer and SSRS 2014 Level 1

Course Modality

Instructor-led training

Course Level

Beginner

Course Time

2 Days

Course Language

English

Course Overview

In this 2-day course, students are introduced to the foundations of report writing with Microsoft® SQL Server® Report Designer 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 Designer is available for all supported versions of Microsoft® SQL Server®

Prerequisites

  • 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. 

Intended Audience

The primary audience for this course are persons who are new to reporting with Microsoft® SQL Server® Report Designer and SSRS, persons who are transitioning from another reporting software application, and persons who are existing Report Designer and SSRS report authors.
The secondary audience for this course are persons who are using Report Builder (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 Designer and SSRS, programming (Visual Basic), and/or Transact-Structured Query Language (T-SQL) experience.
Job role: Business Analyst
Features: none

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Skill Covered

After completing this course, students will be able to:

  • Explore the Report Designer environment..
  • Create table reports. 
  • Format reports.
  • Create basic and complex expressions.
  • Group report data. 
  • Create matrix reports.
  • Sort and filter report data.
  • Summarize data with charts. 
  • Print and export reports. 

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Course Curriculum

 Exploring the Report Designer Environment 

This module introduces the Report Designer application and its features. You will explore the Menu bar, the Toolbox, and the available Window panes for creating and manipulating reports, and the report design surface using Design and Preview modes.

Lessons

  • SQL Server Reporting Services Server.
  • The Report Designer Environment 
  • Working with Existing Reports 

Lab: Exploring the Report Designer Application 

  • Navigating the Menu bar and the Toolbox 
  • View Existing Reports in Design and Preview modes .

After completing this module, student will be able to:

  • Describe the purpose of SQL Server Reporting Services. 
  • Describe and navigate the graphical elements of the

          Report Designer application. 

  • Work with existing reports and navigate between 

          Design and Run modes. 

Adding Data to Table Reports 

This module introduces report writers to populating a report with data and displaying the 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 including rows, columns, cells, handles, and field choosers.
 

Lessons

  • Create Report Data Sources 
  • Create Report Datasets 
  • Create Table Reports 

Lab: Creating Table Reports 

  • Create Queries using the Report Designer Query Designer 
  • Create a Table Report using a Single Table 
  • Create Table Relationships using Query Designer 
  • Create a Table Report using Multiple Tables 

After completing this module, students will be able to:

  • Create report data sources
  • Create report datasets. 
  • Work with the tablix data region. 
  • Create a table report. 

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 expressions will also be introduced in this topic.
 

Lessons

  • Formatting Reports 
  • Sorting and Filtering Report Data 
  • Adding Data to a Dataset 
  • Creating Simple and Complex Expressions 

Lab:  Formatting Reports 

  • Format Tablix Columns 
  • Format Data in a Tablix Cell using Properties 
  • Format Data in a Tablix Cell using Simple and Complex Expressions
  • Sort Data using Expressions
  • Use Simple and Complex Expressions to Display Data in a Tablix 

After completing this module, students will be able to: 

  • Format data in a report using the Report Designer Properties 

          dialog boxes. 

  • Add data to a report and make changes to column names in

          the dataset query. 

  • Format data in a report using simple and complex expressions. 
  • Display data in a report using simple and complex 

Grouping Report Data 

This module introduces data groupings in reports using dataset fields and expressions. This module also discusses group hierarchies and adding aggregates to summarize grouped data.

 

Lessons

  • Group Data in Reports 
  • Group Data using an Expression 
  • Creating a Grouping Hierachy and using Group Aggregates 

Lab: Creating Reports with Groups and Aggregates 

  • Display Grouped Data in a Report 
  • Create a Group Hierarchy in a Report 
  • Group Data using a Complex Expression 
  • Add Aggregates to Tablix Rows 

After completing this module, students will be able to: 

  • Group data in reports using fields. 
  • Group data in reports using expressions.
  • Create group hierarchies. 
  • Aggregate grouped data in a report 

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.
 

Lessons

  • Create and Modify Matrix Data Regions 
  • Create and Modify Column Groups 

Lab: Creating Matrix Reports 

  • Create Matrix Reports 
  • Create Column Groups 
  • Use Expressions to Sort Group Data 
  • Use Expressions to Display Group Names 
  • Create Matrix Reports with Grouping Hierarchies 

After completing this module, students will be able to: 

  • Describe the key features of using a matrix in a report. 
  • Create and modify matrix reports.
  • Define column group hierarchies. 
  • Use expressions to define matrix headings and sort orders. 

Charts 

This module introduces charting and the ability to create and add charts to reports. Chart reports allow us to visualize data with or without the details.
 

Lessons

  • Create and Modify Charts in Reports 
  • Modify Charts in Reports 

Lab:  Creating Charts and Chart Reports 

  • Create a Chart Report 
  • Add a Chart to an Existing Report 
  • Format Chart Elements 
  • Use Expressions in Charts 

After completing this module, students will be able to: 

  • Describe the key features of charts. 
  • Create charts. 
  • Modify chart data and the format of chart elements. 
  • Use expressions in charts 

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.

 
Lessons
  • Print Features and Print Options
  • Export Reports 

Lab:  Printing and Exporting Reports 

  • Explore Page Layout view, Report Formatting, 

          and Page Setup Options 

  • Export Reports 

After completing this module, students will be able to: 

  • Describe the key features of electronic reporting vs. print reporting. 
  • Prepare a report for paper printing. 
  • Export reports in supported formats.

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