Microsoft Report Builder 3.0 1

Welcome  Name  Company Affiliation  Title/Function  Job Responsibility  Business Intelligence Experience  Did you take the evaluation?  Expectations for the Course 2

Modules 1. Welcome 2. Introduction to Report Builder Introduction to Report Builder Report Builder 3.0 Wizards 5. Report Builder 3.0 Graphics 6. Intermediate Reports 7. Report Builder 3.0 Tips and Tricks 3

How to get the most out of this course.  Ask Questions  If you can’t do it you didn’t learn it.  Carbohydrates are for breakfast not lunch  Multitasking kills learning 4

Facilities  Hours  Parking  Cell Phones  Internet Access 5

Your Installation  Your Computer Name is:  Your Administrative Name:  Your Password:  Your SQL Instance name is: 6

Table of Contents 7 Introduction to Report Builder 3.0

 Plan your reports  Variances between SQL versions  The Report Builder 3.0 interface  SQL Express 2012 and Report Builder 3.0 specifics  Data sources  Data sets Module Topics

 Configure your data source  Configure your data set which is essentially a query  Plan your data region on the report Plan your reports

 Report Builder 3.0 with SQL 2012 is backwardly compatible to SQL 2008 R2  Reports designed with Report Builder 3.0 and SQL 2012 have new exporting capabilities. Variances between SQL versions

 Home Tab  Insert Tab  View Tab  Menu  Data Sources (covered later in module)  Data Sets (covered later in module) The Report Builder 3.0 interface from left to right

1. Views 2. Clipboard 3. Font 4. Paragraph 5. Border 6. Number 7. Layout Home Tab

 Report Parts  Data regions  Data visualizations  Report items  Subreports  Header and Footer Insert Tab

 Report data  Grouping  Properties  Ruler View Tab

 Operates as you would expect  Publishes report parts  Checks for updates  Takes you to next menu Menu

Demonstration Report Builder 3.0 Interface

 Source must be SQL Express! SQL Express 2012 and Report Builder 3.0 specifics

Data sources

Data Source (connection) Dialog Box

 Shared Datasets  Embedded Datasets  Query Designer for Relational  Query Designer for Analysis Services Data sets

Query Designer (Relational)

Query Designer (Multidimensional)

Demonstration Connecting to a Report Server Demonstration of how to connect into a Report Server

 Create embedded data sources  Create shared data sources  Create embedded data set (relational)  Create embedded data set (multidimensional)  Create shared data sets Demonstration

 Looks like a Lab! Lab

 Module Objective  Lab Review Module Review

Review Questions

Review Question Answers

Module 3 Report Builder Wizards

 Familiarizations with the Wizards  Data source (Previously shown)  Data Set (Previously shown)  Query Designer (Previously shown)  Table or Matrix Wizard  Chart Wizard  Map Wizard Module Topics

Table or Matrix Wizard

Chart Wizard

Map Wizard

 Table or Matrix Wizard  Chart Wizard  Map Wizard Demonstrations

.. Lab

 Module Objective  Lab Review Module Review

Review Questions

Review Question Answers

4 Report Builder Basic Reports

 Report Lists  Report Tables  Report Matrix  Data Region(s)  Report Parameters  Report Expressions  Formatting Reports  Report Parts Module Topics

Report Lists

Demonstration Report Builder 3.0 Lists

Report Tables

Demonstration Report Builder 3.0 Tables

Report Matrix

Demonstration Report Builder 3.0 Matrix

Data Region(s)

Report Parameters

Demonstration Report Builder 3.0 Parameters Query Parameters Report Parameter with a Shared Dataset Report Parameter with dataset as a lookup

Report Expressions

Demonstration Report Builder 3.0 Expressions

Report Parts

Demonstration Report Builder 3.0 Report Parts

Formatting Reports

Demonstration Report Builder 3.0 Formatting Reports

.. Lab

 Module Objective  Lab Review Module Review

Review Questions

Review Question Answers

5 Report Builder 3.0 Graphics

 Overview of Visualizations  Charts  Gauges  Maps Module Topics

Overview of Visualizations  Colors  Text  Icons

Colors

Text  Less is Better!  May Reduce Effectiveness of Visualization Here is the reverse demonstrated. Without the text the graphic is meaningless and thus the graphic is a waste of time.

Icons

Charts

Choosing A Chart Type TypeTimeRank Part to Whole DeviationDistributionCorrelationNominal Comparison Area Bar Column Line Shape Polar Range Scatter

Sparklines, Databar, Indicator

Demonstration

Borders

Titles

Data Labels/Legends

Demonstration

 Spatial Data  Basic Maps  Analyzing with Color  Geography Display  Color Points Maps

Demonstration

Analyzing with Color

Color Points

Demonstration

.. Lab

 Module Objective  Lab Review Module Review

Review Questions

Review Question Answers

6 Intermediate Reporting

 Dynamic Headers and Footers  Your Company Report Templates  HTML5 and Textboxes  Using the List object to Combine Other Items  Subreports Module Topics

Dynamic Headers and Footers

Demonstration

HTML5 and Textboxes

Demonstration

Using the List object to Combine Other Items

Demonstration

Subreports

Demonstration

.. Lab

 Module Objective  Lab Review Module Review

Review Questions

Review Question Answers

7 Report Builder Tips and Tricks

.. Lab