FM:Interact: Advanced Report Builder · 2 FM:Interact: Advanced Report Builder Report Builder 3 vs. BIDS The choice to use Report Builder 3, SQL Server Business Intelligence Development

FM:Interact: Advanced Report Builder

Document Release Date: 2/15/2016

Edition: 1

1 FM:Interact: Advanced Report Builder

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Table of Contents Report Builder 3 vs. BIDS ................................................................................ 2

Report Server Permissions .............................................................................. 2

Lesson Objectives ............................................................................................ 3

Lesson Introduction ........................................................................................ 4

Process: ....................................................................................................... 4

Microsoft Report Builder 3 Tutorial URL ..................................................... 4

Activity: Launching Report Builder 3 and the User Interface. ........................ 5

Step 1: Launch Report Builder 3 and explore the user interface… ............. 5

Activity: Create a Matrix Report Using a Report Model as a Data Source. ..... 7

Step 1: Start the matrix wizard and choose a data source… ...................... 7

Step 2: Design a query using a Report Model... .......................................... 8

Step 3: Assign fields to column, row and data value groups… ................... 9

Step 4: Add a title and formatting your report… ...................................... 10

Step 5: Adding a group filter to your report… .......................................... 11

Step 6: Saving your report to the report server… ..................................... 12

Activity: Create a Table Report Using a Shared Data Source and Imported

Dataset. ......................................................................................................... 13

Step 1: Start the table wizard and choose a shared data source… ........... 13

Step 2: Import a query from an existing report… ..................................... 14

Step 3: Assign fields to row and data value groups… ............................... 16

Step 4: Add a title and formatting your report… ...................................... 17

Step 5: Apply a filter to the dataset… ....................................................... 18

Step 6: Create the calculated column “Utilization”… ................................... 19

Step 7: Save your report to the report server… ........................................ 20

Activity: Create a Graph Using an Embedded Data Source and Dataset. ..... 21

Step 1: Create an embedded data source… .............................................. 21

Step 2: Create an embedded dataset… ..................................................... 23

Step 3: Add a calculated field to the dataset… ......................................... 26

Step 4: Create a chart using the chart wizard… ........................................ 27

Step 5: Format the chart and report… ...................................................... 29

Activity: Adding a Parameter. ....................................................................... 30

Step 1: Adding a parameter with static values… ...................................... 30

Step 2: Adding the parameter to the dataset query… .............................. 32

Step 3: Change the Site parameter to use a dataset query… ................... 33

Activity: Link a Report to FM:Interact. .......................................................... 35

Step 1: Link a report to FM:Interact… ....................................................... 35


Report Builder 3 vs. BIDS The choice to use Report Builder 3, SQL Server Business Intelligence Development Studio (BIDS) or Visual Studio mostly depends on what version of SQL

Server Reporting Services (SSRS) you will be using.

SSRS 2005 through 2012 all support writing reports in BIDS. Note however that starting with version 2010 the BIDS tool was incorporated into the main

Visual Studio application and is no longer a separate installation. With SQL 2012 the tool is now called SSDT (SQL Server Data Tools). BIDS, Visual Studio

2010, and SSDT are all effectively just different versions of the same thing just with different names.

Report Builder 3 is supported starting with SSRS 2008 R2 and is not supported in SSRS 2005 or 2008. You cannot open or save a report on an SSRS 2008 or

earlier server from Report Builder 3.

Other considerations for Report Builder 3 vs. BIDS include:

You cannot edit or update Report Models with Report Builder 3. You must use BIDS for creating or updating Report Models. However Report Models

are no longer officially supported and can no longer be modified starting with SSRS 2012.

Report Builder 3 allows all the same functionality for writing reports as BIDS/Visual Studio/SSDT.

Report Builder 3 is a smaller program with only the report writing features of BIDS. This makes it easier to use for people who only need to write

reports.

Report Builder 3 is available either as a “One-Click” application from an SSRS 2008 R2 or higher server, or as a self-contained, no-cost download from the

Microsoft website.

This activity guide assumes the use of Report Builder 3, however all of these activities can be completed in BIDS/Visual Studio/SSDT. The steps are identical

however the appearance of the screenshots, dialogue boxes, menus, wizards, etc. will be different.

Report Server Permissions Before being able to create reports on an SSRS server, the user must know the URL to the SSRS server and be granted the appropriate permissions. Contact

your IT department or DBA for this information as it will vary from one organization to the next.


Lesson Objectives Upon completing this lesson, you will be able to:

Launch and navigate the Report Builder 3 interface.

Use a Report Model as a Data Source

Use a shared Data Source

Create a Data Source embedded in your report

Create a Dataset from a Report Model Data Source

Import a Dataset from an existing report

Create a Dataset using the query designer

Create a matrix report using the table and matrix wizard

Create a table report using the table and matrix wizard

Create a graphical report

Create a calculated field in a report

Create a calculated field in a dataset

Format graphs, tables and values in reports

Create a filter on a report group

Create a filter on a dataset

Create a report parameter with static values

Create a report parameter from a dataset (query)

Save a report to the SSRS server

Define a report link from FM:Interact 8.x in order to display the report in the FM:Interact application.


Lesson Introduction In the following activities you will be

creating 3 different reports using various

techniques that will demonstrate the

lesson objectives.

This lesson is intended as an overview of

the capabilities of the Report Builder 3

tool. These activities do not cover the

entire breadth of the capabilities and

settings available for reports.

There is a tremendous amount of

information available via the web

regarding creating SSRS reports. For

example, Microsoft offers free Report

Builder 3 tutorials via their website.

Students are encouraged to use the

information presented here as a starting

point and to continue their knowledge

and skill development in report writing to

gain the most out of the tools available to

them and the data contained in the

FM:Interact database.

Process: Stage Description

1 Launch Report Builder 3 from the SSRS server.

2 Select what type of report you wish to create.

3 Define the data source for the report.

4 Define the dataset for the report.

5 Define the grouping for the report data.

6 Define any needed filters or report parameters.

7 Format text boxes, graph elements, values, etc.

8 Add a title, images or other desired report elements.

9 Save the report to the SSRS server.

10 Link to the report in FM:Interact and set appropriate permissions so the report can be viewed from the FM:Interact application.

Microsoft Report Builder 3 Tutorial URL http://technet.microsoft.com/en-us/library/dd239338(v=sql.105).aspx

http://technet.microsoft.com/en-us/library/dd239338(v=sql.105).aspx


Activity: Launching Report

Builder 3 and the User

Interface.

Step 1: Launch Report Builder 3

and explore the user interface… 1. Launch Report Builder 3 by

double clicking on the “Report

Builder 3” icon on the desktop.

Result: The Report Builder 3

application is run from the SSRS

server. This may take 1 – 2

minutes if the report services

have to start in the background.

2. Review the “Getting Started”

dialogue box and the different

“wizards” that can be launched

to aid you.

3. Select “Blank Report” to close

the “Getting Started” dialogue

without running a wizard.


4. Explore the elements of the

Report Builder 3 interface. Key

elements of the interface

include:

The Menu and quick save

buttons at the top of the

window.

Home, Insert and View ribbons.

The Report Data pane.

The design pane.

The Group pane.

The connection and zoom bar at

the bottom of the window.

5. In the “View” ribbon, turn on and

review the “Properties” pane.

6. Turn off the “Properties” pane,

we will not be using it in these

exercises.

7. When done, select “Exit Report

Builder” from the main menu.

What’s next: Create a matrix report using

a Report Model as a data source…


Activity: Create a Matrix Report

Using a Report Model as a Data

Source.

Step 1: Start the matrix wizard

and choose a data source… 1. Launch Report Builder 3.

2. From the “Getting Started”

dialogue box select: “Table or

Matrix Wizard”.

3. From the “Choose a dataset”

dialogue box select “Create a

dataset” and click “Next”.

4. In the “Choose a connection to a

data source” dialogue box click

“Browse…” to select an existing

Report Model as a data source.

5. In the “Select Data Source”

dialogue box navigate to the

“Models” folder and open the

Report Model “Space and

Occupancy”.



“Next”.


Step 2: Design a query using a

Report Model... 1. In the “Design a query” dialogue

box choose the following fields

for your report by selecting the

entity in the “Entities:” pane, then

dragging the desired field from

the “Fields:” pane to the box on

the right.

Entities and Fields to choose:

Entity Field Building Site Code

Rooms # Area

Space Types Space Type

2. Click the red “!” to test the query.

Note that due to the way this

Report Model is built, in the

results window you will see two

fields are returned for Space

Type: “Space Type” and “Space

Type1”.

3. Click “Next”


Step 3: Assign fields to column,

row and data value groups… 1. In the “Arrange Fields” dialogue

box drag and drop the field

“Site_Code” to the “Row Groups”

list.

2. Drag and drop the field

“Space_Type1” to the “Column

Groups” list.

3. Drag and drop the field “Area” to

the ”Values” list. Note that it

becomes “Sum(Area)”.

4. Click “Next”.

5. In the “Choose the layout”

dialogue box, leave “Show

subtotals and grand totals”

checked and click “Next”.

6. In the “Choose a style” dialogue

box, choose a style for the report

and click “Finish > >”.


Step 4: Add a title and formatting

your report… 1. In report design pane, click to add

title. Title your report “Area by

Site and Space Type”.

2. Highlight the four “[Sum(Area)]”

fields.

3. On the Home ribbon – Number

pane, change the category from

“Default” to “Number”.

4. Click the “Placeholder styles”

button ( ) and choose “Sample

Values”.

5. Run the report by clicking the

“Run” button on the Home

ribbon.

6. After reviewing your report, on

the Run ribbon click “Design” to

go back to the report designer.


Step 5: Adding a group filter to

your report… 1. In the “Column Groups” pane,

right-click on the Space_Type1

group and select “Group

Properties…”.

2. Select “Filters”.

3. Click “Add”.

4. From the “Expression” dropdown

choose “[Space_Type1]”.

5. From the “Operator” dropdown

choose “Like”.

6. In the “Value” text box type:

P–*

7. Click “OK”.

8. Run the report again and observe

the change. Only Space Types

that begin with “P-“ are included

in the report.


the Report ribbon click “Design”

to go back to the report designer.


Step 6: Saving your report to the

report server… 1. Click on the Main menu and click

“Save”.

2. Navigate to the folder:

“FMI8 Reports\Space Management Reports”

3. Save the report as:

“2.90 Area by Space Type”

4. Exit Report Builder 3.


Activity: Create a Table Report

Using a Shared Data Source and

Imported Dataset.

Step 1: Start the table wizard and

choose a shared data source… 1. Launch Report Builder 3.

2. From the “Getting Started”

dialogue box select: “Table or

Matrix Wizard”.

3. From the “Choose a dataset”

dialogue box select “Create a

dataset” and click “Next”.



“Browse…” to select a shared

data source.

5. In the “Select Data Source”

dialogue box navigate to the

“Data Sources” folder and open

the shared data source “Fmi8”.



“Next”.

7. In the “Enter Data Source

Credentials” dialogue box, enter

the username “sa” and password

“Sales@Work” and click “OK”.


Step 2: Import a query from an

existing report… 1. In the “Design a query”

dialogue box click “Import…”.

2. In the “Import Query” dialogue

box browse to the folder:

“FMI8 Reports/Space Mgmt Reports”

Open the report:

“2.01 Space Analysis by Building”

3. In the “Import Query” dialogue

box on the “Datasets:” pane

select the dataset “FMI8”.

4. Click “Import”.


5. In the “Design a query”

dialogue box, edit the query to

remove the WHERE clause:

Scroll to the bottom of the

query.

Delete starting with the word

“WHERE…” to the end of the

query.

6. Click the red “!” to test the

query.



Step 3: Assign fields to row and

data value groups… 1. In the “Arrange Fields” dialogue

box drag and drop the fields

“SITEDESC” and “BLDGDESC” to

the “Row Groups” list.

2. Drag and drop the fields “OCC”

and “CAPACITY” to the ”Values”

list. Note that the “Sum” formula

is applied to these fields.


4. In the “Choose the layout”

dialogue box, leave the default

selections checked and click

“Next”.





Step 4: Add a title and formatting

your report… 1. In report design pane, click to add

title. Title your report

“Occupancy by Site and

Building”.

2. Select each column header and

change the name to something

more readable. Ex. Change

“SITEDESC” to “Site”.

3. Run the report by clicking the

“Run” button on the Home

ribbon.

4. Expand the “Chicago” site by

clicking the ‘+’ symbol to display

the buildings.


the Run ribbon click “Design” to

go back to the report designer.


Step 5: Apply a filter to the

dataset… 1. In the “Report Data” pane,

expand the “Datasets” folder.

2. Right-click on “DataSet1” and

choose “Dataset Properties”.

3. On the “Dataset Properties”

dialogue box choose “Filters”.

4. Click “Add”.

5. From the “Expression”

dropdown choose “Capacity”.

6. From the “Operator”

dropdown choose “>”.

7. In the “Value” text box type:

“0” (zero).

8. Click “OK”.

9. Rerun the report and observe

the difference in the results.

For example the building

“Research North” no longer

appears in the Chicago site.

10. After reviewing your report,

on the Run ribbon click

“Design” to go back to the

report designer.


Step 6: Create the calculated

column “Utilization”… 1. In the report, right-click on the

“Capacity” column and under

“Tablix” choose “Insert

Column -> Right”.

Result: an empty column is

added in the table to the right

of the “Capacity” column.

2. Enter the text “Utilization” in

the column header.

3. Click on the first blank cell

under the “Utilization” header

to highlight it.

4. Right-click on the highlighted

cell and choose

“Expression…”.

5. In the “Set expression for:

Value” text box enter:

=Sum(Fields!OCC.Value) /

Sum(Fields!CAPACITY.Value)

6. Click “OK”.

7. Repeat adding the same

expression for the remaining

two cells.


8. Similar to the previous activity,

format the Utilization values to

be a percentage.

9. Run the report and review the

changes you’ve made.

Step 7: Save your report to the

report server… 1. Click on the Main menu and click

“Save”.

2. Navigate to the folder:

“FMI8 Reports\Space Management Reports”


“2.91 Occupancy by Site and

Building

4. Exit Report Builder 3.


Activity: Create a Graph Using

an Embedded Data Source and

Dataset.

Step 1: Create an embedded data

source… 1. Launch Report Builder 3.

2. On the “Getting Started” dialogue box

choose “New Report -> Blank

Report”.

3. In the “Report Data” pane chose

“New -> Data Source…”.

4. In the “Data Source Properties”

dialogue box type a name, ex. “FMI8”.

5. Select “Use a connection embedded

in my report.”

6. Under “Connection String” click: Build


7. In the “Connection Properties”

dialogue box enter:

Server name: localhost Select “Use SQL Server Authentication”. User name: sa Password: Sales@Work Select “Save my password”. Select “Select or Enter a database name:” Select the database FMI8.

8. Verify connection by clicking “Test

Connection”

9. Click “OK”.

10. In the “Data Source Properties”

dialogue box, click “OK”.


Step 2: Create an embedded

dataset… 1. In the “Report Data” pane chose

“New -> Dataset…”.

2. In the “Dataset Properties” dialogue

box, enter the dataset name. ex.

“Moves”.

3. Select “Use a dataset embedded in

my report.”

4. Under “Data Source” choose FMI8

5. Click “Query Designer”

6. In the “Query Designer” dialogue box,

in the “Database View” pane, expand

the “Views” folder and select the

following three fields

a. LS.SITEDESC (Site Name)

b. MH.MOVEID (Move ID)

c. MH.SCHEDMOVE (Scheduled

move date)

Note the MH view holds the completed

(posted) move tickets.


7. Expand the “Relationships” pane and

click “Auto Detect” to unselect it.

8. Click the icon to add a

relationship… Add the following

relationships:

Left Table Join Type Right Table

MH Inner A0

A0 Inner B0

B0 Inner LS

9. Double click under “Join Fields” for

each relationship. In the “Edit

Relationship Fields” dialogue box click

the icon to add fields… Add the

following fields:

Relationship Left Right

MH / A0 TORMID = BLDGCODE

A0 / B0 BLDGCODE = BLDGCODE

B0 / LS SITECODE = SITECODE

10. Click OK after adding each set of

fields.

11. Click OK to close the “Query

Designer” dialogue box.


Note: The Query Designer only allows you to

select single fields and does not allow you to

create the concatenated field relationship

that exists between views MH and A0.

Therefore the relationship between MH and

A0 must be edited manually.


box, edit the Query:

Change the line: ON MH.TORMID = A0.BLDGCODE

To read: ON MH.TORMID = A0.BLDGCODE+A0.RMID

Note the table name “A0” is the letter

‘A’ and the number ‘0’ (zero), not a

capital ‘o’.

13. Click OK in the “Dataset Properties”

dialogue box and note that the

dataset now shows in the “Report

Data” pane.


Step 3: Add a calculated field to

the dataset… 1. In the “Report Data” pane, right-click

on the dataset and select “Add

calculated field…”


box enter a “Field Name” of Quarter

and click the button to open the

“Expression” editor dialogue box.

3. In the “Set expression for: Value” text

box enter:

=DatePart ("q" , Fields!SCHEDMOVE.Value )

4. Click OK to close the “Expression”

editor.

5. Click OK to close the “Dataset

Properties” dialogue box.

6. Note the field “Quarter” has been

added to the list of dataset fields in

the “Report Data” pane.


Step 4: Create a chart using the

chart wizard… 1. From the Insert ribbon select

“Chart -> Chart Wizard…”

2. In the “Choose a dataset”

dialogue box, select “Choose an

existing dataset in this report…”.

3. Select the “Moves” dataset.


5. In the “Choose a chart type”

dialogue box, select “Column”.

6. Leave “Use a stacked chart…” and

“Use a 100 percent stacked

chart…” unchecked.



8. In the “Arrange chart fields”

dialogue box drag and drop the

field “SITEDESC” to the

“Categories” group list.

9. Drag the “Quarter” field to the

“Series” group list.

10. Drag the field “MOVEID” to the

“Values” list.

11. Click on the “MOVEID” field in the

Values list and select “Count”.

Note the “Values” list now shows

“Count(MOVEID)”.






Step 5: Format the chart and

report… 1. Select and delete the “Click to add

title” text box.

2. Right-click on the chart title and

select “Title properties…”.

3. In the “Chart title properties”

dialogue box, set the title of the

chart, ex. “Moves by Site and

Quarter”.

4. Click “OK”.

5. Right-click on the legend and

select “Show legend title”.

6. Right-click on the legend, select

“Legend title properties…”.

7. Set the legend title to “Quarter”.

8. Click “OK”.

9. Click on and set the titles for the

Category and Value Axis

10. Click “Run” to review the report.

11. Return to the design view and

resize the report as needed.


FMI8 Reports/Move Reports/4.90 Moves by

Site and Quarter


Activity: Adding a Parameter.

Step 1: Adding a parameter with

static values… This activity continues from the previous

activity with the “Moves by Site and

Quarter” graphic report.

1. In the “Report Data” pane select

“New -> Parameter…”.

2. In the “Report Parameter

Properties” dialogue box, select

“General”.

3. Set the “Name:” and “Prompt:” to

“Site”.

4. Check the box for “Allow multiple

values”.


5. Click “Available Values”.

6. Select “Specify values”.

7. Click “Add” twice and specify the

following values:

Label Value Chicago CHI

New York NY

8. Click “Default Values”.

9. Select “Specify values”.

10. Click “Add”.

11. Enter the value: “CHI”.

12. Click “OK”.


Step 2: Adding the parameter to

the dataset query… 1. Right-click the “Moves”

dataset and select “Dataset

Properties…”

2. In the “Dataset Properties”

dialogue box, edit the query

by adding the following line to

the end of the current query:

WHERE LS.SITECODE IN (@Site)

3. Click “Refresh Fields”.

4. Click “Parameters”.

5. In the “Parameter Value” box,

select “[@Site]”.

6. Click “OK”.


“Site” parameter and it’s

effects.

8. Return to the report design

mode.


Step 3: Change the Site parameter

to use a dataset query… 1. In the “Report Data” pane,

select “New -> Dataset…”.

2. Set the dataset name to

“Sites”.

3. Select “Use dataset

embedded in my report”.

4. Select the “FMI8” data

source.

5. Click “Query Designer…”.

6. In the “Query Designer”

dialogue box, from the “LS”

view, select the fields

“SITECODE” and “SITEDESC”.

7. Click “OK” in the “Query

Designer” dialogue box.

8. Click “OK” in the “Dataset

Properties” dialogue box.

Result: A “Sites” dataset is

added in the “Report Data”

pane.


9. Right-click on the “Site”

parameter and select

“Parameter properties…”.

10. Select “Available Values”.

11. Select “Get values from a

query”.

12. Set the following values:

Dataset: “Sites” Value field: “SITECODE” Label field: “SITEDESC” 13. Select “Default Values”.

14. Select “Get values from

query”.

15. Set the following values:

Dataset: “Sites” Value field: “SITECODE” 16. Click “OK”.


changes to the “Site”

parameter.

18. Save the report.

19. Exit Report Builder 3


Activity: Link a Report to

FM:Interact.

Step 1: Link a report to

FM:Interact… 1. Start FM:Interact

2. Login as:

Username: Administrator

Password: fms

3. Navigate to: “Space Management ->

Reports -> Report Management”

4. Click “Add Report”.

5. Select one of the reports you’ve

created from the “Report” dropdown.

6. Specify the “Report Code” and

“Report Display Name” based on the

report you’ve chosen.

7. Click “Save & Permission”.

8. Select “Administrators” and

“Everyone” from the role list and click

“OK”.

9. Click “Sign Out”.

10. Login as Administrator.

11. Navigate to: “Space Management ->

Reports”

12. Click on your report to display it in

FM:Interact.

Documents

FM:Interact: Advanced Report Builder · 2 FM:Interact: Advanced Report Builder Report Builder 3 vs. BIDS The choice to use Report Builder 3, SQL Server Business Intelligence Development