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Courseware

Introduction to Report Builder course manual

Here are the chapters included in this course manual (we use exactly the same manuals for our classroom and online Report Builder courses).

Click here to download a sample of the first two chapters of this Introduction to Report Builder manual, or review how to license our courseware.

Chapter 1 - GETTING STARTED▼

Section	Title	Subsections	Page
1.1	What is SQL Server Report Builder?	Related Software	10
1.2	Installing Report Builder	Installing from the Microsoft Website Installing from the SSRS Web Portal	12
1.3	Running Report Builder	The Getting Started Dialog Box	13
1.4	The Report Builder Screen	Opening and Closing Windows The Main Windows	14
1.5	Using a Report Server	Connecting to a Report Server Setting a Default Report Server Finding the URL of the Report Server	16

Chapter 2 - WORKING WITH REPORTS▼

Section	Title	Subsections	Page
2.1	Creating Reports	Choosing to Create a New Report	18
2.2	Opening and Closing Reports	Opening Existing Reports Closing a Report	19
2.3	Saving Reports	Saving a Report Saving a Report with a New Name	20
2.4	Running Reports	Design View and Report Preview	21

Chapter 3 - BASIC REPORT ITEMS▼

Section	Title	Subsections	Page
3.1	Report Items	Adding Items to a Report	22
3.2	Selecting Report Items	Selecting Single Report Items Selecting Multiple Items	23
3.3	Manipulating Report Items	Moving Report Items Resizing Items Using the Properties Window Deleting Items Aligning Items	24
3.4	Images, Rectangles and Textboxes	Images Rectangles Textboxes	27

Chapter 4 - FORMATTING▼

Section	Title	Subsections	Page
4.1	Three Ways to Format an Item	Ribbon The Properties Window The Properties Dialog Box	29
4.2	Changing Colours	Choosing Basic Colours Custom Colours Colour Gradients and Patterns	30
4.3	Formatting Text	Formatting All or Part of a Textbox Basic Font Formatting Options Text Alignment	32
4.4	Formatting Borders	The Border Ribbon Group The Borders Dialog	33
4.5	Formatting Numbers and Dates	Using Built-In Formats Creating Custom Formats	34

Chapter 5 - GETTING DATA▼

Section	Title	Subsections	Page
5.1	Data Sources and Datasets	The Wise Owl Movies Database	35
5.2	Data Sources	Shared and Embedded Data Sources Creating an Embedded Data Source Using a Shared Data Source	36
5.3	Datasets	Shared and Embedded Datasets Creating an Embedded Dataset Using a Shared Dataset	39

Chapter 6 - THE QUERY DESIGNER▼

Section	Title	Subsections	Page
6.1	Query Designer Basics	Selecting Fields Running a Query Editing a Query as Text	41
6.2	Using Filters	Applying Basic Filters Removing Filters Text Filters and Wildcards Filtering Nulls	43
6.3	Grouping and Aggregating Data	Creating a Query with Grouping Changing Aggregate Column Names	45
6.4	Relationships	Using Automatic Detection Editing Relationships	46
6.5	Sorting Query Results		47

Chapter 7 - THE REPORTING SERVICES WEB PORTAL▼

Section	Title	Subsections	Page
7.1	Overview of the Web Portal		48
7.2	Getting to the Web Portal	Finding the Web Portal URL Browsing to the Web Portal	49
7.3	Using the Web Portal	The Web Portal Menu Viewing Item Options Finding Items Using Favourites	50
7.4	Working with Reports	Viewing and Exporting Reports Moving and Deleting Reports Downloading Reports Editing Reports without Downloading Managing Reports	52
7.5	Shared Data Sources and Datasets	Viewing Shared Data Sources and Datasets	56
7.6	Managing Data Sources	Editing Data Sources Creating a New Data Source	57
7.7	Data Source Credentials	Viewing Credential Options Storing Credentials in a Data Source Prompting for Credentials	59
7.8	Managing Datasets	Creating a New Dataset Viewing a Dataset’s Data Editing a Dataset	61

Chapter 8 - BASIC TABLES▼

Section	Title	Subsections	Page
8.1	Creating Tables	Inserting a Table Tables and Datasets Using the Field Selector Dragging Fields into a Table	63
8.2	Views of a Table	Tables in Design View Tables in Report View	65
8.3	Selecting in Tables	Selecting the Table Selecting Cells	66
8.4	Table Properties	The Tablix Properties Dialog Box The Text Box Properties Dialog Box	67
8.5	Rows and Columns	Selecting Rows and Columns Changing Column Widths Changing Row Heights Preventing Row Height Changes Inserting and Deleting Columns Inserting and Deleting Rows	68
8.6	Merging and Splitting Cells	Merging Cells Splitting Cells	71
8.7	Controlling Column Headers	How Not to Make Column Headers Repeat Repeating Column Headers on Each Page Making Column Headers Scroll	72

Chapter 9 - SORTING AND FILTERING▼

Section	Title	Subsections	Page
9.1	Sorting	Sorting in a Table Sorting in a Group Interactive Sorting	75
9.2	Filtering	Filtering in the Dataset Properties Dialog Box Filtering a Table Filtering in a Group	77

Chapter 10 - GROUPING IN TABLES▼

Section	Title	Subsections	Page
10.1	Grouping Basics		79
10.2	Grouping Rows in a Table	Step 1 – Build a Basic Table Step 2 – Apply Grouping to the Detail Row Step 3 – Choose Which Field to Group By The End Result	80
10.3	Removing Groups	Deleting Groups in the Grouping Pane Deleting Groups in a Table	82
10.4	Formatting a Grouped Table	Adding Group Headers and Footers Rearranging Group Titles Adding Group Totals	83
10.5	Multiple Groups	Adding a New Parent Group Adding a Child Group	86
10.6	Page Breaks	Inserting Page Breaks between Groups	87
10.7	Collapsible Groups	Step 1 - Hiding Detail Rows Step 2 - Setting Toggle Items	88

Chapter 11 - EXPRESSIONS▼

Section	Title	Subsections	Page
11.1	Overview of Expressions	Choosing to Create an Expression The Expression Builder Dialog Box Referring to Dataset Fields Referring to Report Items Inserting Functions	90
11.2	Ad-Hoc Table Columns	Creating an Ad-Hoc Column Expression	93
11.3	Calculated Fields	Adding a Calculated Field to a Dataset Using a Calculated Field Adding Calculated Fields to a Query	94
11.4	Working with Numbers	Basic Arithmetic Numeric Functions	96
11.5	Conditional Functions	The IIf Function The Switch Function Comparison Operators Logical Operators	97
11.6	Working with Text	Concatenating Text Text Functions	99
11.7	Working with Dates	Returning the Current Date Date Functions Intervals for Date Functions Formatting Dates	100
11.8	Aggregating Data	Aggregate Functions Adding Aggregates the Quick Way Changing the Aggregate Function Specifying the Scope	102
11.9	Lookup Functions	The Lookup Function The LookupSet Function	104
11.10	Built-In Fields	Built-In Fields in the Expression Builder Built-In Fields in the Report Data Window	105
11.11	Placeholders	Creating a Placeholder	106

Chapter 12 - DYNAMIC FORMATTING▼

Section	Title	Subsections	Page
12.1	Formatting with Expressions	Which Properties can be Calculated?	107
12.2	Calculating Colours	Using Named Colours Using Custom Colours Converting RGB to Hexadecimal Values	108
12.3	Calculating Font Properties	Dynamic Font Sizes Decorating Text Other Font Properties	110
12.4	Dynamically Hiding Report Items	The Hidden Property Calculating the Visibility of Report Items	111

Chapter 13 - PRINTING AND EXPORTING▼

Section	Title	Subsections	Page
13.1	Printing Reports	Print Layout View Choosing to Print a Report	112
13.2	Page Setup	Page Setup Options in Preview Page Setup Options in Design View Controlling the Page Size	113
13.3	Headers and Footers	Adding and Removing Headers and Footers Adding Items to Headers and Footers Expressions for Headers and Footers Controlling Page Numbers in Groups	115
13.4	Exporting Reports	Choosing to Export a Report Creating Worksheet Names in Excel	117
13.5	Testing the Render Format	Displaying a Title Page in Excel Only A List of Render Formats	118

Chapter 14 - PARAMETERS▼

Section	Title	Subsections	Page
14.1	Introduction to Parameters	Displaying the Parameters Pane	119
14.2	Report Parameters	Creating a Report Parameter Using a Report Parameter in a Filter Parameter Data Types Dealing with No Rows Displaying Parameter Values in the Report	120
14.3	Query Parameters	Writing a Query using Parameters	123
14.4	Organising Parameters	Changing the Order of Parameters Using the Parameters Pane	124
14.5	Default Values	Typing in a Default Value Calculating Default Values Getting Default Values from a Dataset	125
14.6	Null Values	Allowing Null Values Dealing with Nulls in Filters	127
14.7	Drop Down Lists	Manually Entering Available Values Using a Dataset to Populate a List	128
14.8	Multi-Value Drop Down Lists	Allowing Multiple Values Using Multiple Values in Filters Using Multiple Values in Queries Displaying Multiple Values in a Report	130
14.9	Cascading Drop Down Lists	Creating Cascading Drop Down Lists Using Cascading Drop Down Lists	132
14.10	Conditional Formatting with Parameters	Parameters in Formatting Expressions	135

Chapter 15 - INDICATORS▼

Section	Title	Subsections	Page
15.1	Creating Indicators	Adding an Indicator to a Table Assigning a Field to an Indicator	136
15.2	Editing Indicators	Changing the Indicator Changing the Indicator’s Field Changing the Aggregate Function	137
15.3	Formatting Indicators	Changing Indicator Colours and Icons Formatting the Background of an Indicator	138
15.4	Indicator Size and Position	Controlling the Size of an Indicator Preventing an Indicator from Stretching	139
15.5	Scaling and Measurement Units	Changing the Scope of Scaling Changing the Measurement Units Adding and Removing Bands	140

Chapter 16 - GAUGES▼

Section	Title	Subsections	Page
16.1	What are Gauges?	Anatomy of a Gauge	142
16.2	Creating Gauges	Inserting a Gauge into a Table Assigning a Field to a Gauge	143
16.3	Editing Gauges	Selecting Part of a Gauge Adding and Deleting Items in a Gauge	144
16.4	Editing a Scale	Changing the Limits of the Scale Formatting Tick Marks Changing the Scale’s Dimensions	145
16.5	Editing a Pointer	Changing the Pointer Type Setting the Pointer Size and Position Changing the Pointer Fill Colour	147
16.6	Editing a Range	Setting the Start and End Position Changing the Size and Position Changing the Fill Colour	149
16.7	Editing the Gauge	Choosing a Frame Formatting the Frame Setting the Size and Position	150
16.8	Editing a Label	Setting the Value Displayed Anchoring a Label	151
16.9	Multiple Items	Multiple Pointers Multiple Scales Multiple Gauges Creating Child Gauges	152

Chapter 17 - CHARTS▼

Section	Title	Subsections	Page
17.1	Creating Charts	Inserting a Chart into a Report Inserting a Chart into a Tablix Item Assigning Fields to a Chart Previewing a Chart	154
17.2	Editing Charts	Parts of a Chart Changing Chart Properties Adding and Removing Elements in a Chart	156
17.3	Chart Colours	Choosing a Colour Palette Creating a Custom Palette Calculating Colours Synchronising Colours in a Table	158
17.4	Using Multiple Value Fields	Adding Multiple Value Fields to a Chart Multiple Value Axes Using Different Chart Types	160
17.5	Sparklines	Adding a Sparkline to a Report or Tablix Item Editing Sparklines	162
17.6	Databars	Adding a Data Bar to a Report or Tablix Item Editing Data Bars	163

Chapter 18 - MATRICES▼

Section	Title	Subsections	Page
18.1	Overview of Matrices	Adding a Matrix to a Report Assigning Fields to a Matrix	164
18.2	Editing a Matrix	Changing the Aggregate Function Replacing Empty Cells Displaying Row and Column Totals	165
18.3	Sorting a Matrix	Sorting by Row and Column Fields Sorting by Values	167
18.4	Matrix Headers and Titles	Inserting the Extra Row Controlling the Height of the Header Row	168
18.5	Repeating and Scrolling Headers	Making Row and Column Headers Repeat	169
18.6	Multiple Grouping Levels	Creating Multiple Grouping Levels	170

Chapter 19 - LISTS▼

Section	Title	Subsections	Page
19.1	Introduction to Lists	What a List Really Is	171
19.2	Creating a List	Inserting a List into a Report Adding Fields to a List Adding Labels to Fields	172
19.3	Grouped Lists	Adding a Group to a List	174

Chapter 20 - SUBREPORTS▼

Section	Title	Subsections	Page
20.1	An Overview of Subreports		175
20.2	Creating the Child Report	Step 1 - Create the Dataset Step 2 - Create a Parameter Step 3 - Filter the Dataset Step 4 - Design the Report	176
20.3	Creating the Parent Report	Step 1 - Create the Dataset Step 2 - Design the Report	178
20.4	Combining the Parent and Child Reports	Step 1 - Insert a Subreport into the Parent Report Step 2 – Assign a Report to the Subreport Step 3 - Pass a Value to the Child Report’s Parameter Running the Report	179

Chapter 21 - DRILLTHROUGH REPORTS▼

Section	Title	Subsections	Page
21.1	Overview of Drillthrough Reports	The Example for this Chapter	181
21.2	Creating the Child Report	Step 1 - Create the Dataset Step 2 - Hide the Parameter Step 3 - Design the Report	182
21.3	Creating the Parent Report	Step 1 - Create the Dataset Step 2 - Design the Report	183
21.4	Creating Report Actions	Step 1 - View the Action Properties Step 2 - Configure the Action to Open a Report	184
21.5	Using Drillthrough Reports	Running the Parent Report Returning to the Parent Report	185
21.6	Multiple Parameters	Creating Child Reports with Multiple Parameters Creating the Parent Report	186

Chapter 22 - MAPS▼

Section	Title	Subsections	Page
22.1	Maps in SSRS	Map Data	187
22.2	Creating a Map Report	Creating a Dataset Inserting a Map into a Report	188
22.3	The Map Wizard	Step 1 – Choosing a Map Source Step 2 – Cropping and Resizing the Map Step 3 – Choosing a Type of Visualisation Step 4 – Selecting a Dataset Step 5 – Linking the Dataset to the Map Step 6 – Choosing Which Field to Display	189
22.4	Editing Maps	Map Options and Properties Map Layers	192
22.5	Colour Rules	Controlling Colour Bands Types of Colour Rules	193

Chapter 23 - SCHEDULES, SNAPSHOTS AND SUBSCRIPTIONS▼

Section	Title	Subsections	Page
23.1	Alternative Ways to Run Reports		195
23.2	Schedules	Running the SQL Server Agent Managing Shared Schedules Configuring a Schedule	196
23.3	Caching Reports and Datasets	Enabling Caching Cache Expiration Settings Cache Refresh Plans Setting Parameter Values Running a Report from a Cache Snapshot	198
23.4	Report History Snapshots	Creating a History Snapshot Manually Creating Scheduled History Snapshots Retaining History Snapshots	201
23.5	Subscriptions	Types of Subscription Creating a Subscription Using a Windows File Share Destination Using an Email Destination Assigning Parameter Values Managing Subscriptions	203

If you book a place on one of our courses you will automatically get access to the relevant courseware manual online, and also have the option to receive a paper copy of it.

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