Microsoft Report Builder 3.0 with SQL 2008R2, SQL 2012, and SQL 2014

Overview

This instructor-led course provides students with the necessary knowledge to develop reports using Microsoft Report Builder 3.0. The training environment includes SQL 2008R2, SQL 2012, and SQL 2014 Standard and Enterprise, so that the students can utilize Report Builder 3.0 and generate reports from multiple sources to investigate the different features of each release. The course covers the Report Builder 3.0 wizards, basics of report design, intermediate reports with report parameters, a detailed section exploring report expressions and how to properly configure them, filters, report visualizations including graphs, charts, images, and gauges, advanced reporting including the utilization of maps, interactive reports, Report Parts, subreports, subscriptions, and exporting options.

At Course Completion

Plan the reports.

Use Report Builder 3.0 and understand the parts of the interface.

Launch Report Builder 3.0 from multiple sources.

Understand management options.

Create embedded data sources and datasets.

Create shared data sources and datasets.

Understand and utilize the Table or Matrix Wizard.

Understand and utilize the Chart Wizard.

Understand and utilize the Map Wizard.

Understand and utilize lists.

Understand and utilize tables.

Understand and utilize matrices.

Understand and utilize data regions.

Understand and utilize parameters.

Understand and utilize expressions.

Understand and utilize report parts.

Understand and utilize formatting options.

Understand visualization options.

Understand and utilize charts.

Understand and utilize sparklines.

Understand and utilize gauges.

Understand and utilize maps.

Understand filtering, grouping, and sorting.

Understand and utilize dynamic headers and footers.

Understand and utilize report templates.

Understand and utilize HTML and texboxes.

Understand and utilize lists as containers.

Understand and utilize subreports.

Understand report subscription options.

Understand security.

Prerequisites

Before attending this course, students should have:

A basic understanding of relational databases

Target Student

This course is intended for power users, developers, and IT professionals that will be involved with the design, development, and maintenance of reports created with Report Builder 3.0.

Course duration

2 Days

Course outline
Module 1: Course Overview

This module explains how the class will be structured and introduces course materials and additional administrative information.

Lessons

Introduction
Course Materials
Facilities
Prerequisites
What We'll Be Discussing

Lab 1: Course Overview

None

After completing this module, students will be able to:

Successfully log into their virtual machine.
Have a full understanding of what the course intends to cover.

Module 2: Introduction to Report Builder 3.0

This module introduces the interface of Report Builder 3.0, the different features available, and variances in data sources and datasets.

Lessons

Planning Your Reports
Understanding Variances Between SQL Versions
Exploring The Report Builder 3.0 Interface
Examining Management
Utilizing Data Sources
Working with Datasets

Lab 1: Introduction to Report Builder 3.0

Explore the Report Builder 3.0 Interface
Create an Embedded Data Source into SQL 2014 Engine
Create an Embedded Data Source into SQL 2014 Analysis Services
Create a Shared Data Source Using the Report Manager
Create a Shared Dataset Using the Shared Data Source

After completing this module, students will be able to:

Plan the reports.
Use Report Builder 3.0 and understand the parts of the interface.
Launch Report Builder 3.0 from multiple sources.
Understand management options.
Create embedded data sources and datasets.
Create shared data sources and datasets.

Module 3: Report Builder 3.0 Wizards

This module covers report basics exploring lists, matrices, and tables along with the wizards. Data regions will also be explained.

Lessons

Exploring Table or Matrix Wizard
Utilizing Chart Wizard
Working with Map Wizard

Lab 1: Report Builder 3.0 Wizards

Create Five Shared Data Sources and Two Shared Datasets
Use the Table or Matrix Wizard
Use the Chart Wizard
Use the Map Wizard

After completing this module, students will be able to:

Create shared data sources and datasets.
Understand and utilize the Table or Matrix Wizard.
Understand and utilize the Chart Wizard.
Understand and utilize the Map Wizard.

Module 4: Report Builder 3.0 Basic Reports

In this module we examine parameters, filters, and the expressionable aspect of reports. We also cover formatting options.

Lessons

Utilizing Lists
Using Tables
Exploring Matrix
Mastering Data Region(s)
Examining Parameters
Working with Expressions
Understanding Report Parts
Formatting Reports

Lab 1: Report Builder 3.0 Basic Reports

Creating a Report Using Lists
Creating a Report Using Tables
Creating a Report Using a Tablix
Creating a Report with a Query Parameter
Report Parameter with a Shared Dataset
Create Parameters Using a Dataset as a Filter
Using Expressions in Your Report
Creating a Report Using Report Parts
Report Formatting

After completing this module, students will be able to:

Understand and utilize lists.
Understand and utilize tables.
Understand and utilize matrices.
Understand and utilize data regions.
Understand and utilize parameters.
Understand and utilize expressions.
Understand and utilize report parts.
Understand and utilize formatting options.

Module 5: Report Builder 3.0 Graphics

This module is a detailed look at graphics including charts, images, sparklines, data bars, gauges, and Bing maps.

Lessons

Understanding Visualizations
Utilizing Charts
Exploring Gauges
Examining Maps

Lab 1: Report Builder 3.0 Graphics

Using Sparklines in a Report
Report Builder Chart Borders, Titles, and Legends
Linear Gauges
Basic Maps
Basic Maps with Color

After completing this module, students will be able to:

Understand visualization options.
Understand and utilize charts.
Understand and utilize sparklines.
Understand and utilize gauges.
Understand and utilize maps.

Module 6: Intermediate Reporting

This module covers intermediate reporting with emphasis on actionable reports, and a section exploring report subscriptions and security.

Lessons

Filtering, Grouping, and Sorting
Utilizing Dynamic Headers and Footers
Visualizing Your Company Report Templates
Understanding HTML5 and Textboxes
Using the List Object to Combine Other Items
Creating Subreports and Drillthrough Reports
Exploring Subscriptions
Examining Security

Lab 1: Intermediate Reporting

Report Header and Footer
Creating Report Templates
Embedding HTML in a Textbox
Lists as Containers
Subreports

After completing this module, students will be able to:

Understand filtering, grouping, and sorting.
Understand and utilize dynamic headers and footers.
Understand and utilize report templates.
Understand and utilize HTML and texboxes.
Understand and utilize lists as containers.
Understand and utilize subreports.
Understand report subscription options.
Understand security.

Module 7: Report Builder 3.0 Tips and Tricks

This module is optional and contains 20 tips and tricks with step-by-step instructions.

Lessons

None

Lab 1: Report Builder 3.0 Tips and Tricks

None

After completing this module, students will be able to:

Use what they’ve learned throughout this course

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