Creating Basic ReportsChapter 3

Files/Folders needed:\Chapter3\Samples

\Chapter3\Labs

• 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

In this Chapter

◦ Microsoft SQL Server◦ Microsoft SQL Azure◦ SQL Server Parallel

Data Warehouse◦ OLE DB◦ Microsoft SQL Server

Analysis Services MDX, DMX, Microsoft

PowerPivot, and Tabular Models

◦ Oracle

◦ ODBC◦ XML◦ Report Server Model◦ Microsoft SharePoint

List◦ SAP NetWeaver BI◦ Hyperion Essbase◦ Teradata data Stores

What is a Data Source?

Available Data Source Types

Figure 1: Connection Properties for Microsoft SQL Server

Figure 2: Connection Properties for Microsoft SQL Server Analysis Services

Connection Properties

Shared◦ Available to all reports in the project◦ Defined from Solution Explorer◦ Pointer in report works like a shortcut.

Embedded◦ Part of the reports definition◦ Applies to one report only◦ Defined from Report Data window.

Convert from Embedded to Shared

Shared vs Embedded Data Sources

Definition Includes:◦ Name◦ Data Source◦ Query◦ Additional optional properties

Defining the query Why Stored Procedures?

What is a Data Set?

Available to multiple reports Provide a consistent view of the data Require shared data sources Move query writing away from the report

writer

Shared Dataset

Create a dataset definition embedded within the report

Can reference either an embedded or shared data source

Additional dataset properties◦ Fields◦ Options◦ Filters◦ Parameters

Embedded Dataset

Launched from Solution Explorer Can create shared or embedded data

sources Creates only embedded datasets Can create a table or a matrix

Using the Report Wizard

General Data Region ◦ Made up of one or more cells◦ Each cell can contain one or more report items◦ Cells organized into rows and columns

Implemented as table, matrix, or list report items

What is Tablix?

Creating a Tabular Report

Table Handles

Column HandlesTablixHandle

RowHandles

SpecifiesDetail Rows

Represents Group MembershipFor a Specific Cell

Creating a List Report

What is a Matrix?

Configure project properties◦ Use Solution Explorer or Build Menu

Deploy from Solution Explorer or Build menu

Deploying a Project

Exercise 1: Creating Shared Data Sources and Datasets

Exercise 2: Using the Report Wizard Exercise 3: Building a Basic Matrix Report

Chapter 3 Lab