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

Microsoft

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

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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®.

Audience Profile

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.

Prerequisites

Course outline

Module 1: Exploring the Report Designer Environment

Module Overview

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 Sessions

Exploring the Report Designer Application

Lab Lessons

Navigating the Menu bar 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 Run modes.

Module 2: Adding Data to Table Reports

Module Overview

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 Sessions

Creating Table Reports

Lab Lessons

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

Module Overview

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 Sessions

Formatting Reports

Lab Lessons

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.

Module 4: Grouping Report Data

Module Overview

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 Sessions

Creating Reports with Groups and Aggregates

Lab Lessons

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

Module Overview

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 Sessions

Creating Matrix Reports

Lab Lessons

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

Module Overview

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 Sessions

Creating Charts and Chart Reports

Lab Lessons

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

Module Overview

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 Sessions

Printing and Exporting Reports

Lab Lessons

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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