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Courseware

Introduction to SSRS course manual

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

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

Chapter 1 - GETTING STARTED▼

Section	Title	Subsections	Page
1.1	What is Reporting Services?		10
1.2	Visual Studio and SQL Server Data Tools	A Brief History of Version Numbers Installing SQL Server Data Tools	11
1.3	Report Server Projects	Opening Visual Studio Creating a New Project Closing a Project Opening an Existing Project Using the Start Page	12
1.4	The Visual Studio Screen	Auto-Hiding Windows Opening and Closing Windows The Main Windows Repositioning Windows Resetting the Window Layout	14

Chapter 2 - WORKING WITH REPORTS▼

Section	Title	Subsections	Page
2.1	Creating Reports		17
2.2	Report Views	Design View and Report Preview Code View	18
2.3	Managing Reports	Opening and Closing Reports Saving Reports Renaming Reports Deleting and Removing Reports Importing Reports	19
2.4	Report Templates	Creating a Report Template Using a Report Template	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 Distributing 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	Toolbars 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 Borders Toolbar 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 a Shared Data Source Using a Shared Data Source Creating an Embedded Data Source	36
5.3	Datasets	Shared and Embedded Datasets Creating a Shared Dataset Using a Shared Dataset Creating an Embedded Dataset	39
5.4	The Query Designer	Building a Query	41
5.5	Editing Data Sources and Datasets	Editing Data Sources Editing a Dataset	42

Chapter 6 - BASIC TABLES▼

Section	Title	Subsections	Page
6.1	Creating Tables	Inserting a Table Tables and Datasets Using the Field Selector Dragging Fields into a Table	43
6.2	Views of a Table	Tables in Design View Tables in Report View	45
6.3	Selecting in Tables	Selecting the Table Selecting Cells	46
6.4	Table Properties	The Tablix Properties Dialog Box The Text Box Properties Dialog Box	47
6.5	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	48
6.6	Merging and Splitting Cells	Merging Cells Splitting Cells	51
6.7	Controlling Column Headers	How Not to Make Column Headers Repeat Repeating Column Headers on Each Page Making Column Headers Scroll	52

Chapter 7 - SORTING AND FILTERING▼

Section	Title	Subsections	Page
7.1	Sorting	Sorting in the Query of a Dataset Sorting in a Table Sorting in a Group Interactive Sorting	55
7.2	Filtering	Filtering in the Query of a Dataset Filtering in the Dataset Properties Dialog Box Filtering a Table Filtering in a Group	58

Chapter 8 - GROUPING IN TABLES▼

Section	Title	Subsections	Page
8.1	Grouping Basics		61
8.2	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	62
8.3	Removing Groups	Deleting Groups in the Grouping Pane Deleting Groups in a Table	64
8.4	Formatting a Grouped Table	Adding Group Headers and Footers Rearranging Group Titles Adding Group Totals	65
8.5	Multiple Groups	Adding a New Parent Group Adding a Child Group	68
8.6	Page Breaks	Inserting Page Breaks between Groups	69
8.7	Collapsible Groups	Step 1 - Hiding Detail Rows Step 2 - Setting Toggle Items	70

Chapter 9 - EXPRESSIONS▼

Section	Title	Subsections	Page
9.1	Overview of Expressions	Choosing to Create an Expression The Expression Builder Dialog Box Referring to Dataset Fields Referring to Report Items Inserting Functions	72
9.2	Ad-Hoc Table Columns	Creating an Ad-Hoc Column Expression	75
9.3	Calculated Fields	Adding a Calculated Field to a Dataset Using a Calculated Field Adding Calculated Fields to a Query	76
9.4	Working with Numbers	Basic Arithmetic Numeric Functions	78
9.5	Conditional Functions	The IIf Function The Switch Function Comparison Operators Logical Operators	79
9.6	Working with Text	Concatenating Text Text Functions	81
9.7	Working with Dates	Returning the Current Date Date Functions Intervals for Date Functions Formatting Dates	82
9.8	Aggregating Data	Aggregate Functions Adding Aggregates the Quick Way Changing the Aggregate Function Specifying the Scope	84
9.9	Lookup Functions	The Lookup Function The LookupSet Function	86
9.10	Built-In Fields	Built-In Fields in the Expression Builder Built-In Fields in the Report Data Window	87
9.11	Placeholders	Creating a Placeholder	88

Chapter 10 - DYNAMIC FORMATTING▼

Section	Title	Subsections	Page
10.1	Formatting with Expressions	Which Properties can be Calculated?	89
10.2	Calculating Colours	Using Named Colours Using Custom Colours Converting RGB to Hexadecimal Values	90
10.3	Calculating Font Properties	Dynamic Font Sizes Decorating Text Other Font Properties	92
10.4	Dynamically Hiding Report Items	The Hidden Property Calculating the Visibility of Report Items	93

Chapter 11 - PRINTING AND EXPORTING▼

Section	Title	Subsections	Page
11.1	Printing Reports	Print Layout View Choosing to Print a Report	94
11.2	Page Setup	Page Setup Options in Preview Page Setup Options in Design View Controlling the Page Size	95
11.3	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	97
11.4	Exporting Reports	Choosing to Export a Report Creating Worksheet Names in Excel	99
11.5	Testing the Render Format	Displaying a Title Page in Excel Only A List of Render Formats	100

Chapter 12 - PARAMETERS▼

Section	Title	Subsections	Page
12.1	Introduction to Parameters	Displaying the Parameters Pane	101
12.2	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	102
12.3	Query Parameters	Writing a Query using Parameters	105
12.4	Organising Parameters	Changing the Order of Parameters Using the Parameters Pane	106
12.5	Default Values	Typing in a Default Value Calculating Default Values Getting Default Values from a Dataset	107
12.6	Null Values	Allowing Null Values Dealing with Nulls in Filters	109
12.7	Drop Down Lists	Manually Entering Available Values Using a Dataset to Populate a List	110
12.8	Multi-Value Drop Down Lists	Allowing Multiple Values Using Multiple Values in Filters Using Multiple Values in Queries Displaying Multiple Values in a Report	112
12.9	Cascading Drop Down Lists	Creating Cascading Drop Down Lists Using Cascading Drop Down Lists	114
12.10	Conditional Formatting with Parameters	Parameters in Formatting Expressions	117

Chapter 13 - INDICATORS▼

Section	Title	Subsections	Page
13.1	Creating Indicators	Adding an Indicator to a Table Assigning a Field to an Indicator	118
13.2	Editing Indicators	Changing the Indicator Changing the Indicator’s Field Changing the Aggregate Function	119
13.3	Formatting Indicators	Changing Indicator Colours and Icons Formatting the Background of an Indicator	120
13.4	Indicator Size and Position	Controlling the Size of an Indicator Preventing an Indicator from Stretching	121
13.5	Scaling and Measurement Units	Changing the Scope of Scaling Changing the Measurement Units Adding and Removing Bands	122

Chapter 14 - GAUGES▼

Section	Title	Subsections	Page
14.1	What are Gauges?	Anatomy of a Gauge	124
14.2	Creating Gauges	Inserting a Gauge into a Table Assigning a Field to a Gauge	125
14.3	Editing Gauges	Selecting Part of a Gauge Adding and Deleting Items in a Gauge	126
14.4	Editing a Scale	Changing the Limits of the Scale Formatting Tick Marks Changing the Scale’s Dimensions	127
14.5	Editing a Pointer	Changing the Pointer Type Setting the Pointer Size and Position Changing the Pointer Fill Colour	129
14.6	Editing a Range	Setting the Start and End Position Changing the Size and Position Changing the Fill Colour	131
14.7	Editing the Gauge	Choosing a Frame Formatting the Frame Setting the Size and Position	132
14.8	Editing a Label	Setting the Value Displayed Anchoring a Label	133
14.9	Multiple Items	Multiple Pointers Multiple Scales Multiple Gauges Creating Child Gauges	134

Chapter 15 - CHARTS▼

Section	Title	Subsections	Page
15.1	Creating Charts	Inserting a Chart into a Report Inserting a Chart into a Tablix Item Assigning Fields to a Chart Previewing a Chart	136
15.2	Editing Charts	Parts of a Chart Changing Chart Properties Adding and Removing Elements in a Chart	138
15.3	Chart Colours	Choosing a Colour Palette Creating a Custom Palette Calculating Colours Synchronising Colours in a Table	140
15.4	Using Multiple Value Fields	Adding Multiple Value Fields to a Chart Multiple Value Axes Using Different Chart Types	141
15.5	Sparklines	Adding a Sparkline to a Report or Tablix Item Editing Sparklines	144
15.6	Databars	Adding a Data Bar to a Report or Tablix Item Editing Data Bars	145

Chapter 16 - MATRICES▼

Section	Title	Subsections	Page
16.1	Overview of Matrices	Adding a Matrix to a Report Assigning Fields to a Matrix	146
16.2	Editing a Matrix	Changing the Aggregate Function Replacing Empty Cells Displaying Row and Column Totals	147
16.3	Sorting a Matrix	Sorting by Row and Column Fields Sorting by Values	149
16.4	Matrix Headers and Titles	Inserting the Extra Row Controlling the Height of the Header Row	150
16.5	Repeating and Scrolling Headers	Making Row and Column Headers Repeat	151
16.6	Multiple Grouping Levels	Creating Multiple Grouping Levels	152

Chapter 17 - LISTS▼

Section	Title	Subsections	Page
17.1	Introduction to Lists	What a List Really Is	153
17.2	Creating a List	Inserting a List into a Report Adding Fields to a List Adding Labels to Fields	154
17.3	Grouped Lists	Adding a Group to a List	156

Chapter 18 - SUBREPORTS▼

Section	Title	Subsections	Page
18.1	An Overview of Subreports		157
18.2	Creating the Child Report	Step 1 - Create the Dataset Step 2 - Create a Parameter Step 3 - Filter the Dataset Step 4 - Design the Report	158
18.3	Creating the Parent Report	Step 1 - Create the Dataset Step 2 - Design the Report	160
18.4	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	161

Chapter 19 - DRILLTHROUGH REPORTS▼

Section	Title	Subsections	Page
19.1	Overview of Drillthrough Reports	The Example for this Chapter	163
19.2	Creating the Child Report	Step 1 - Create the Dataset Step 2 - Hide the Parameter Step 3 - Design the Report	164
19.3	Creating the Parent Report	Step 1 - Create the Dataset Step 2 - Design the Report	165
19.4	Creating Report Actions	Step 1 - View the Action Properties Step 2 - Configure the Action to Open a Report	166
19.5	Using Drillthrough Reports	Running the Parent Report Returning to the Parent Report	167
19.6	Multiple Parameters	Creating Child Reports with Multiple Parameters Creating the Parent Report	168

Chapter 20 - MAPS▼

Section	Title	Subsections	Page
20.1	Maps in SSRS	Map Data	169
20.2	Creating a Map Report	Creating a Dataset Inserting a Map into a Report	170
20.3	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	171
20.4	Editing Maps	Map Options and Properties Map Layers	174
20.5	Colour Rules	Controlling Colour Bands Types of Colour Rules	175

Chapter 21 - DEPLOYING REPORT PROJECTS▼

Section	Title	Subsections	Page
21.1	What is Deployment?		177
21.2	Preparing for Deployment	Finding the URL of the Report Server Setting the Target Server for a Report Project Choosing Whether to Overwrite Data Sources	178
21.3	Deploying the Project	Deploying a Report Project	180

Chapter 22 - THE REPORTING SERVICES WEB PORTAL▼

Section	Title	Subsections	Page
22.1	Overview of the Web Portal		181
22.2	Getting to the Web Portal	Finding the Web Portal URL Browsing to the Web Portal	182
22.3	Using the Web Portal	The Web Portal Menu Viewing Item Options Finding Items Using Favourites	183
22.4	Working with Reports	Viewing and Exporting Reports Downloading Reports Moving and Deleting Reports Managing Reports	185
22.5	Report Builder	Editing Reports in Report Builder Viewing Windows in Report Builder Inserting New Items in Report Builder Saving the Report	188
22.6	Uploading Items	Uploading Files in the Web Portal	190
22.7	Security in Reporting Services	Users, Groups and Roles Assigning Users to System-Level Roles Assigning Users to Item-Level Roles Creating New Roles	191

Chapter 23 - MANAGING DATA SOURCES AND DATASETS▼

Section	Title	Subsections	Page
23.1	Deployed Data Sources and Datasets	Viewing Shared Data Sources and Datasets	194
23.2	Managing Data Sources	Editing Data Sources Creating a New Data Source	195
23.3	Data Source Credentials	Viewing Credential Options Storing Credentials in a Data Source Prompting for Credentials	197
23.4	Managing Datasets	Creating a New Dataset Viewing a Dataset’s Data Editing a Dataset	199

Chapter 24 - SCHEDULES, SNAPSHOTS AND SUBSCRIPTIONS▼

Section	Title	Subsections	Page
24.1	Alternative Ways to Run Reports		201
24.2	Schedules	Running the SQL Server Agent Managing Shared Schedules Configuring a Schedule	202
24.3	Caching Reports and Datasets	Enabling Caching Cache Expiration Settings Cache Refresh Plans Setting Parameter Values Running a Report from a Cache Snapshot	204
24.4	Report History Snapshots	Creating a History Snapshot Manually Creating Scheduled History Snapshots Retaining History Snapshots	207
24.5	Subscriptions	Types of Subscription Creating a Subscription Using a Windows File Share Destination Using an Email Destination Assigning Parameter Values Managing Subscriptions	209

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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