Writing Reports with Report Designer and SSRS Level 1 (Microsoft Course 55204)

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Writing Reports with Report Designer and SSRS Level 1 (Microsoft Course 55204)

Overview

In this 2-day course, students are introduced to the foundations of business intelligence (BI) report writing with SQL Server Data Tools (SSDT) 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.

Objectives

At the end of this course, students will be able to:

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

Topics

The Report Designer environment
Adding Data to Table Reports
Formatting Data and Creating Expressions in Reports
Grouping Report Data
Matrix Reports
Charts
Printing and Exporting Reports

Prerequisites

Prior to taking this course, students should have the following skills:
- 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.

Audience

The primary audience for this course is persons who are new to reporting with SQL Server Data Tools 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 is persons who are using Report Builder.

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.

Course duration

2 Days

Course outline

Module 1: 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
The Report Designer Environment
Working with Existing Reports

Lab: Exploring the Report Designer Application

Navigating the Menu bar, Toolbars, Window panes, and the Toolbox
View Existing Reports in Design and Preview modes

After completing this module, students 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 Preview modes.

Module 2: 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 Data Sources
Create 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.

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 expressions will also be introduced in this topic.

Lessons:

Format Tablix Columns
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
Sorting 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 expressions.

Module 4: 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 Hierarchy 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.

Module 5: Matrix Reports

This module introduces matrix data regions which are used in reports to control how cross tabular 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.

Module 6: 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 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.

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.

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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