BI780: SQL Server 2012 Reporting Services (SSRS) for Report Developers

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Description

Course Descripition

This four-day instructor-led is intended for information workers and database professionals who are interested in expanding their knowledge about SQL Server 2012 Reporting Services. During this course, attendees will learn how to use SSRS tools, work with solutions and projects, design basic reports, enhance reports with formatting, images, and charts, effectively group and summarize data, work with parameterized reports, incorporate charts and custom maps, work with drillthrough reports, manage reports, and to utilize Report Builder.

 

Audience

This course is intended for information workers and database professionals who have a general familiarity with databases prior to the class. Working knowledge of Microsoft SQL Server or Microsoft Office applications is beneficial.

 

Prerequisites

Before attending this course, students must have:

  • A general familiarity with databases prior to the class.
  • Additionally, working knowledge of Microsoft SQL Server or Microsoft Office applications is beneficial.

 

In addition, it is recommended, but not required that students have completed course:
SQL101: Introduction to Transact-SQL

 

What you will learn

After completing this class students will be able to:

  • Use SSRS tools.
  • Work with solutions and projects.
  • Design basic reports.
  • Enhance reports with formatting, images, and charts.
  • Effectively group and summarize data.
  • Work with parameterized reports.
  • Incorporate charts and custom maps.
  • Work with drillthrough reports.
  • Manage reports.
  • Utilize Report Builder.

 

Course Outline

Module 1: SSRS Overview and Tools
This module provides an introduction to the topics covered in the class, introduces Reporting Services features, the tools available with SQL Server 2012, and introduces students to SQL Server documentation.

Lessons

  • Reporting Services Features
  • Tools Available with SQL Server 2012
  • SQL Server Documentation

After completing this module, students will be able to:

  • Understand Reporting Services Features.
  • Identify the SQL Server 2012 Tools.
  • Find and Use SQL Server Documentation.

Module 2: Working with Solutions and Projects
This module covers working with solutions and projects within Visual Studio.

Lessons

  • Working with SQL Server Data Tools
  • Understanding Solutions and Projects
  • Working with the Visual Studio Interface

Lab 1: Working with Solutions and Projects (Optional)
Exercise 1: Creating and Managing a Project

After completing this module, students will be able to:

  • Work with SQL Server Data Tools.
  • Understand solutions and projects.
  • Work with the Visual Studio interface.

Module 3: Creating Basic Reports
This module covers building reports from start to finish, and tips and tricks for successful report building.

Lessons

  • What is a Data Source?
  • What is a Dataset?
  • Using the Report Wizard
  • What is Tablix?
  • Creating a Tabular Report
  • Creating a List Report
  • What is a Matrix?
  • Deploying a Project

Lab 1: Creating Basic Reports
Exercise 1: Creating Shared Data Sources and Datasets
Exercise 2: Using the Report Wizard
Exercise 3: Building a Basic Matrix Report

After completing this module, students will be able to:

  • Understand the differences between shared and embedded data sources and datasets.
  • Create shared and embedded data sources and datasets
  • Use the Report Wizard to build basic reports.
  • Create a basic matrix report from a shared dataset.

Module 4: Formatting Reports
This module covers the features which enhance the visual impact of reports.

Lessons

  • Working with Text Boxes
  • Rich Text Formatting
  • Managing Text Boxes
  • Drawing Lines and Boxes
  • Images
  • Page Headers and Footers
  • Adding a Document Map
  • Rendering Reports

Lab 1: Formatting Reports
Exercise 1: Formatting a Tablix Data Region
Exercise 2: Enhancing a Report

After completing this module, students will be able to:

  • Format data to enhance a report.
  • Add images to a report.
  • Work with page headers and footers.

Module 5: Custom Expressions
This module covers expressions and how to use them to set dynamically changing properties or values.

Lessons

  • Understanding Expressions
  • Defining Expressions
  • Working with Report Variables
  • Understanding Lookup, LookupSet, and Multilookup Functions
  • Expression Samples

Lab 1: Custom Expressions
Exercise 1: Using Expressions to Work with Dates
Exercise 2: Using Expressions to Manipulate Data

After completing this module, students will be able to:

  • Use expressions to work with custom formulas.
  • Use expressions to change the way data is displayed in report.
  • Use expressions to incorporate data from more than one dataset.

Module 6: Summarizing and Sorting
SQL Server Reporting Services (SSRS) offers grouping features to allow you to summarize data and then drill down into the details below the summary levels.This module will explain how to create and manage these groupings.

Lessons

  • Creating Groups
  • Parent/Child vs. Adjacent Groupings
  • Adding Totals and Aggregations
  • Creating Aggregates of Aggregates

Lab 1: Sumarizing and Sorting
Exercise 1: Adding Parent Groups to a Report
Exercise 2: Working with Groups

After completing this module, students will be able to:

  • Add both row and column parent groups to an existing report.
  • Aggregate data for summary reports.
  • Create reports using adjacent groups in a matrix.
  • Work with group properties.

Module 7: Add Flexibility with Parameters
Paramaterized reports allow users to customize reports to show only the data they are interested in. This module covers the use of parameters and filters.

Lessons

  • Adding Parameters to a Report
  • Report Parameters vs. Query Parameters
  • Manage Report Parameter Properties
  • Use Parameters with SQL Queries and Stored Procedures
  • Work with Cascading Parameters
  • Sort Based on a Parameter Setting
  • Filtered Reports

Lab 1: Add Flexibility with Parameters
Exercise 1: Adding Parameters

After completing this module, students will be able to:

  • Customize report data with both query and report parameters.
  • Use parameters to define interactive sort and visibility options.
  • Add filters to a dataset.

Module 8: Enhanced Report Items
This module explores the different ways data can be enhanced visually in a report.

Lessons

  • Charts
  • Gauges
  • Add a Map to a Report
  • Data Bar, Indicator, and Sparkline Report Items
  • Nesting Data Regions
  • Subreports and Drillthrough Reports
  • Working with Drillthrough Reports

Lab 1: Enhanced Report Items
Exercise 1: Creating a complete solution (if time permits)
Exercise 2: Adding data visualization report items to a report
Exercise 3: Adding a correlated sub-report

After completing this module, students will be able to:

  • Use lessons up to this point to create a complete solution.
  • Choose between data visualization options.
  • Add data visualization items to an existing report.
  • Add a drillthrough report send parameters to the drill-through report.

Module 9: Using Report Manager
This module provides details on how to run and manage reports using Report Manager.

Lessons

  • Deployment
  • Navigating Report Manager
  • Understanding Permissions
  • Viewing Reports
  • Working with Shared Data Sources
  • Managing Reports

Lab 1: Using Report Manager
Exercise 1: Creating and Deploying Projects
Exercise 2: Working with Report Manager

After completing this module, students will be able to:

  • Create and deploy a project by using SSDT.
  • Work with Report Manager to view and manage reports.
  • Create a linked report.
  • Add report snapshots by using Report Manager.

Module 10: Using Report Builder for SQL Server 2012
This module covers the use of Report Builder to apply lessons learned in previous modules.

Lessons

  • ClickOnce vs. Stand-alone
  • Installing the Stand-alone Version
  • Using the Report Builder Tool
  • Creating Datasets
  • Creating Reports
  • Creating Reports Using Wizards
  • Creating Reports Without a Wizard
  • Opening Existing Reports
  • Working with Report Parts

Lab 1: Using Report Builder for SQL Server 2012
Exercise 1: Creating a basic report by using Report Builder

  • Adding data visualization report items to a report

After completing this module, students will be able to:

  • Implement basic features from previous modules in Report Builder.
  • Add data visualization items to a report using Report Builder.
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