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Module 2: Implementing Reports with SQL Server Reporting Services

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1 Module 2: Implementing Reports with SQL Server Reporting Services
Course 10778A Module 2: Implementing Reports with SQL Server Reporting Services Module 2 Implementing Reports with SQL Server Reporting Services

2 Module 2: Implementing Reports with SQL Server Reporting Services
Course 10778A Module Overview Module 2: Implementing Reports with SQL Server Reporting Services Introduction to Reporting Services Creating a Report with Report Designer Grouping and Aggregating Data in a Report Showing Data Graphically Filtering Reports By Using Parameters Publishing and Viewing a Report

3 Lesson 1: Introduction to Reporting Services
Course 10778A Lesson 1: Introduction to Reporting Services Module 2: Implementing Reports with SQL Server Reporting Services Reporting Scenarios Reporting Services Modes Reporting Roles and Authoring Tools Report Rendering Formats SQL Azure Reporting Services Encourage students to view the topic Features Supported by the Editions of SQL Server 2012 in SQL Server Books Online to determine which Reporting Services features are available in which edition of the product.

4 Module 2: Implementing Reports with SQL Server Reporting Services
Course 10778A Reporting Scenarios Module 2: Implementing Reports with SQL Server Reporting Services 5 1 2 4 3 Emphasize that these are generic scenarios, and encourage students to share information about specific reporting requirements they have encountered in their own organizations. Scheduled Delivery of Standard Reports On-Demand Access to Standard Reports Embedded Reports and Dashboards Request to IT for Custom Reports Self-Service Reporting

5 Reporting Services Modes
Course 10778A Reporting Services Modes Module 2: Implementing Reports with SQL Server Reporting Services SharePoint Mode Implemented as a SharePoint 2010 Shared Service A SharePoint site provides the UI for report server content and operations. Managed through SharePoint Central Administration Creates an integrated, consistent reporting environment for organizations that use SharePoint If some students have used previous releases of SQL Server Reporting Services, point out that SharePoint integration has been completely re-architected in this release. Native Mode The report server is a stand-alone application server that provides all viewing, management, processing, and delivery of reports and report models Creates a centrally managed reporting solution for organizations where SharePoint is not in use

6 Reporting Roles and Authoring Tools
Course 10778A Reporting Roles and Authoring Tools Module 2: Implementing Reports with SQL Server Reporting Services BI Developer IT Pro Power User Information Worker Point out that there is overlap between the roles involved in authoring reports and the tools they can use. For example, while a professional report developer can benefit from the rich features in Report Designer, it is possible for a professional developer to create great reports using Report Builder. Project-Based Development with source control Sophisticated Design Environment Rich Design Capabilities ClickOnce Installation Reusable Report Elements Flexible Layout Interactive data Visualization in the Browser Drag and Drop from Existing Data Model Report Designer Report Builder Power View

7 Report Rendering Formats
Course 10778A Report Rendering Formats Module 2: Implementing Reports with SQL Server Reporting Services Microsoft Excel 2003 or Microsoft Word Comma-Separated Value (CSV) XML Web Archive Image Acrobat (PDF) Atom Feed

8 SQL Azure Reporting Services
Course 10778A SQL Azure Reporting Services Module 2: Implementing Reports with SQL Server Reporting Services Cloud-based reporting Create reports with the same tools as on-premise Reporting Services Two core scenarios Operational reports for SQL Azure databases Embedded reports in Windows or Azure applications Point out that Windows Azure SQL Database Reporting Services is a separate cloud offering from SQL Azure. However, SQL Azure Reporting Services has been designed to use Windows Azure SQL Database as a data source for reports.

9 Lesson 2: Creating a Report with Report Designer
Course 10778A Lesson 2: Creating a Report with Report Designer Module 2: Implementing Reports with SQL Server Reporting Services What Is a Report? Using the Report Wizard The Report Designer Interface Working with Data Sources Working with Datasets Tablix Data Regions

10 Module 2: Implementing Reports with SQL Server Reporting Services
Course 10778A What Is a Report? Module 2: Implementing Reports with SQL Server Reporting Services Report Definition Language (RDL) Body Data Source(s) Dataset(s) If students have used previous versions of SQL Server Reporting Services, point out that the RDL schema was updated in the SQL Server 2008 R2 release to support new reporting features. SQL Server 2012 reports use the same schema as SQL Server 2008 R2. <Report xmlns=" xmlns:rd=" <Body> <ReportItems> </ReportItems> </Body> <DataSources> <DataSource Name="MyDataSource"> </DataSource> </DataSources> <DataSets> <DataSet Name="MyDataset"> </DataSet> </DataSets> </Report> Embedded data source definition or a reference to a shared data source Embedded dataset definition or a reference to a shared dataset

11 Using the Report Wizard
Course 10778A Using the Report Wizard Module 2: Implementing Reports with SQL Server Reporting Services Select the Data Source Design the Query Select the Report Type Design the Table/Matrix Choose the Table Layout Choose the Table/Matrix Style Choose the Deployment Location Complete the Report Wizard

12 The Report Designer Interface
Course 10778A The Report Designer Interface Module 2: Implementing Reports with SQL Server Reporting Services Preview Tab Solution Explorer Report Design Surface Report Body Report Data Pane Grouping Pane Toolbox Properties Pane

13 Working with Data Sources
Course 10778A Working with Data Sources Module 2: Implementing Reports with SQL Server Reporting Services Point out that you can include multiple data sources in a single report, and that many types of data source are supported. Defines a connection string for data required by the report Specifies credentials for authentication Can be shared or embedded Shared: The same data source can be used by multiple reports Embedded: The data source is specific to the report You can convert an embedded data source to a shared data source

14 Module 2: Implementing Reports with SQL Server Reporting Services
Course 10778A Working with Datasets Module 2: Implementing Reports with SQL Server Reporting Services Ensure students are clear about the difference between a data source (which is a connection to a database) and a dataset (which is a set of data fields returned by a query). Defines a query used to retrieve data from a data source Determines the fields in the report Can be shared or embedded Shared: The same dataset can be used by multiple reports Embedded: The dataset is specific to the report You can convert an embedded dataset to a shared dataset

15 Module 2: Implementing Reports with SQL Server Reporting Services
Course 10778A Tablix Data Regions Module 2: Implementing Reports with SQL Server Reporting Services List Table Matrix

16 Demonstration: Creating a Report
Course 10778A Demonstration: Creating a Report Module 2: Implementing Reports with SQL Server Reporting Services In this demonstration, you will see how to: Use the Report Wizard to create a report Format and preview a report in Report Designer Task 1: Use the Report Wizard to create a report Ensure the MIA-DC1 and MIA-SQLBI virtual machines are both running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then, in the D:\10778A\Demofiles\Mod02 folder, run Setup.cmd as Administrator. Start SQL Server Data Tools, and create a new project using the Report Server Project Wizard template. Name the project ReportsDemo1 and save in the D:\107778A\Demofiles\Mod02 folder. In the Welcome to the Report Wizard page, click Next. In the Select the Data Source page, create a new data source named AdventureWorksDW that uses Windows authentication to connect to the AdventureWorksDW database on the localhost instance of SQL Server. Do not select the Make this a shared data source checkbox, and click Next. On the Design the Query page, click Query Builder, and in the Query Designer window, perform the following steps and click OK. Then click Next. Add the DimGeography, DimReseller, and FactResellerSales tables. Select the EnglishCountryRegionName, StateProvinceName, and City columns in the DimGeography table. Select the ResellerName column in the DimReseller table. Select the SalesOrderNumber, OrderDate, and SalesAmount columns in the FactInternetSales table. Add the following values to the Alias column: EnglishCountryRegionName: Country StateProvincename: State ResellerName: Reseller On the Select the Report Type page, censure tabular is selected, and then click Next. On the Design the Table page, add all fields to the Details section. Then click Next. On the Choose the Table Style page, preview each of the built-in styles, and then select Generic and click Next. On the Choose the Deployment Location page, review the default selections and then click Next. On the Completing the Wizard page, change the report name to Reseller Sales and click Finish.

17 Lesson 3: Grouping and Aggregating Data in a Report
Course 10778A Lesson 3: Grouping and Aggregating Data in a Report Module 2: Implementing Reports with SQL Server Reporting Services Adding Groups to a Tablix Data Region Displaying Aggregated Values Enabling Interactive Drilldown Functionality Configuring Page Breaks for Groups

18 Adding Groups to a Tablix Data Region
Course 10778A Adding Groups to a Tablix Data Region Module 2: Implementing Reports with SQL Server Reporting Services Tables have row groups. Matrices have row and column groups Drag fields from the Report Data pane to the Grouping pane to create parent or child groups Use the shortcut menu for groups in the Grouping pane to add parent, child, or adjacent groups

19 Displaying Aggregated Values
Course 10778A Displaying Aggregated Values Module 2: Implementing Reports with SQL Server Reporting Services Add a total in the Grouping pane Add a row or column to the group, and use an expression to display an aggregation in a text box Specify scope to aggregate a containing group Point out that Reporting services supports a rich expression language that includes many functions. =Sum(Fields!SalesAmount.Value) =Sum(Fields!SalesAmount.Value) & " of " & Sum(Fields!SalesAmount.Value, "Product_Category")

20 Enabling Interactive Drilldown Functionality
Course 10778A Enabling Interactive Drilldown Functionality Module 2: Implementing Reports with SQL Server Reporting Services Hide child groups Enable display toggling based on a report item in the parent group Note that you can use the Globals!RenderFormatIsInteractive property to determine whether or not the target render format for the report supports interactive drilldown functionality. This enables you to include conditional logic in your report to control how drilldown information is displayed depending on the format the report is rendered to.

21 Configuring Page Breaks for Groups
Course 10778A Configuring Page Breaks for Groups Module 2: Implementing Reports with SQL Server Reporting Services Create page break location for groups: Start, End, Between, or Start and End Use expressions to set the PageName property of page breaks dynamically InitialPageName report property sets default page name Page names determine worksheet names when rendering to Excel

22 Demonstration: Grouping Data in a Report
Course 10778A Demonstration: Grouping Data in a Report Module 2: Implementing Reports with SQL Server Reporting Services In this demonstration, you will see how to: Create groups in a Tablix data region Display aggregate values for data groups Enable drilldown interactivity Configure report pagination based on data groups Task 1: Create groups in a Tablix data region Ensure the MIA-DC1 and MIA-SQLBI virtual machines are both running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then, in the D:\10778A\Demofiles\Mod02 folder, run Setup.cmd as Administrator. Double-click ReportsDemo2.sln in the D:\107778A\Demofiles\Mod02 folder to open the solution in SQL Server Data Tools. Then in Solution Explorer, double-click the Reseller Sales.rdl report. In the Groupings pane, in the Row Groups section, in the table1_Details_Group drop-down list, point to Add Group and click Parent Group. Then in the Tablix Group dialog box, in the Group By list click [Country], select Add group header, and click OK. Note that the report now contains two Country columns – one for the group you just created, and one for the original Country field, which is no longer required. Right-click the grey column header for the original Country field (the second column) and click Delete Columns to remove it. In the Report Data pane, expand Datasets, and drag the State field from the ResellerSales dataset and drop it between the Country and table1_Details_Group groups in the Grouping pane. Note that this adds a group for the State field without a group header in addition to the original State field. Then, right-click the grey column header for the original State field (the third column) and click Delete Columns to remove it. Right-click the [State] field in the second column, point to Insert Row, and click Inside Group – Above. This creates a header row for the group. Right-click the [City] field in the third column, point to Add Group, and under Row Group, click Parent Group. Then in the Tablix Group dialog box, in the Group By list click [City], select Add group header, and click OK. Then, right-click the gray column header for the original City field (now the fourth column) and click Delete Columns to remove it. Right-click the [City] field in the third column, point to Add Group, and click Child Group. Then in the Tablix Group dialog box, in the Group By list click [Reseller], select Add group header, and click OK. Then, right-click the grey column header for the original Reseller field (the fifth column) and click Delete Columns to remove it. In the Groupings pane, in the table1_Details_Group drop-down list, click Group Properties. Then on the Sorting tab, click Add and in the Sort by column, click [OrderDate]. Then click OK. Preview the report, and switch back to the Design tab to widen the new columns as required. When you are satisfied with the column widths, preview the report and note that the data is now grouped and sorted.

23 Module 2: Implementing Reports with SQL Server Reporting Services
Course 10778A Lab Scenario Module 2: Implementing Reports with SQL Server Reporting Services Students will perform the lab in the role of a BI professional in the Adventure Works Cycles company, and use Report Designer to: Create a report that has been requested by the sales manager, to show monthly sales for products Enhance the report to group and aggregate sales in the report by month, category, subcategory, and product; and add page breaks so that when exported to Excel, the report shows sales for each month on a separate worksheet Point out that the instructions in the lab are deliberately designed to be high-level so that students need to think carefully about what they are trying to accomplish and work out how best to proceed for themselves. Encourage students to read the scenario information carefully and collaborate with each other to meet the scenario requirements. Remind students that if they find a particular task or exercise too challenging, they can find step-by-step instructions in the lab answer key. This is the first of two labs in this module. The sales manager at Adventure Works Cycles currently spends a large amount of time manually creating sales reports in Excel. The report shows monthly sales broken down by product category, subcategory, and individual product, but it takes too long to produce each month. The sales manager has requested a reporting solution that generates the required report on-demand, and exported in Excel format.

24 Lab 2A: Creating a Report with Report Designer
Course 10778A Lab 2A: Creating a Report with Report Designer Module 2: Implementing Reports with SQL Server Reporting Services Exercise 1: Creating a Report Exercise 2: Grouping and Aggregating Data In this lab, students will create a report. Exercise 1 In this exercise, students use the Report Wizard to create a report. Exercise 2 In this exercise, students modify a report to support grouping, aggregate functions, and drilldown interactivity. . Logon information Virtual machine MIA-SQLBI User name ADVENTUREWORKS\Student Password Pa$$w0rd Estimated time: 45 minutes

25 Lesson 4: Showing Data Graphically
Course 10778A Lesson 4: Showing Data Graphically Module 2: Implementing Reports with SQL Server Reporting Services Including Images in a Report Working with Charts Showing Key Values with Gauges Summarizing Data with Data Bars and Sparklines Using Indicators Displaying Geographical Data with Maps

26 Including Images in a Report
Course 10778A Including Images in a Report Module 2: Implementing Reports with SQL Server Reporting Services Add an Image from the Toolbox Set a background image for the report body or a data region Specify BackgroundRepeat property

27 Module 2: Implementing Reports with SQL Server Reporting Services
Course 10778A Working with Charts Module 2: Implementing Reports with SQL Server Reporting Services Point out that Reporting Services supports many different kinds of chart. Select an appropriate chart type for your data Specify the values to be plotted Add category groups to define the data points for the chart series Add series groups to show multiple series

28 Demonstration: Creating a Chart
Course 10778A Demonstration: Creating a Chart Module 2: Implementing Reports with SQL Server Reporting Services In this demonstration, you will see how to: Add a chart to a report Specify chart data Format a chart Task 1: Add a chart to a report Ensure the MIA-DC1 and MIA-SQLBI virtual machines are both running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then, in the D:\10778A\Demofiles\Mod02 folder, run Setup.cmd as Administrator. Double-click ReportsDemo3.sln in the D:\107778A\Demofiles\Mod02 folder to open the solution in SQL Server Data Tools. Then in Solution Explorer, double-click the Reseller Sales.rdl report. Click the tablix data region so that the gray row and column headers appear, and click the grey box where the row and column headers intersect to select the data region. Then drag the multidirectional arrow handle to move the data region down about 10 centimeters. In the Toolbox, drag a Chart to the blank area you just created above the tablix data region. Then in the Select Chart Type dialog box, in the Shape section select the third chart style (3-D Pie) and click OK. Move and resize the chart to fit the available space above the tablix data region. Task 2: Specify chart data Click the chart to display the Chart Data pane. In the Chart Data pane, in the Values section, add the SalesAmount field. In the Chart Data pane, in the Category Groups section, add the Country field. Click the Preview tab and verify that the chart displays sales by country. Task 3: Format a chart On the Design tab, click the Chart Title label, and then in the Properties pane change the Caption property to Reseller Sales by Country. Click a blank area on the report design surface, and then right-click the chart, point to Chart, and click Chart Properties. In the Chart Properties dialog box, in the Color palette drop-down list, select Bright pastel, and click OK. Preview the report and view the formatted chart. Click the Export button, and then click Excel. When prompted, save the report as Reseller Sales.xlsx in the D:\107778A\Demofles\Mod02 folder – replacing the file if it already exists. Close SQL Server Data Tools, and then open the Reseller Sales.xlsx Excel workbook in the D:\107778A\Demofles\Mod02 folder and view the exported report, noting that the first worksheet contains the chart. Then close Excel.

29 Showing Key Values with Gauges
Course 10778A Showing Key Values with Gauges Module 2: Implementing Reports with SQL Server Reporting Services Use gauges to show key performance indicators (KPIs) Choose an appropriate gauge style Specify the field for the pointer value You can add multiple pointers if required Format the range and scale Base the maximum value on a key business measure with which you want to compare the value

30 Summarizing Data with Data Bars and Sparklines
Course 10778A Summarizing Data with Data Bars and Sparklines Module 2: Implementing Reports with SQL Server Reporting Services Compact charts, usually used in-line with text in tables and matrices No legend, axes lines, labels, or tick marks Data bars typically show a single data point but can show more Can be used at group and details scope Sparklines typically show multiple data points over time Must be used in a group-level cell Emphasize the importance of aligning values when using data bars and sparklines to compare multiple rows of data.

31 Module 2: Implementing Reports with SQL Server Reporting Services
Course 10778A Using Indicators Module 2: Implementing Reports with SQL Server Reporting Services Minimal gauges based on simple icons Commonly used to show: Trends Status and conditions Ratings

32 Displaying Geographical Data with Maps
Course 10778A Displaying Geographical Data with Maps Module 2: Implementing Reports with SQL Server Reporting Services Add a map to a report to show geographic data A map consists of one or more map layers Each map layer can be used to define: Spatial features Analytical values Point out that Bing maps layers can only be rendered when the report server has access to the Internet. Legends and scales to help viewers interpret the map Add a Bing Maps layer to show geographic details

33 Lesson 5: Filtering Reports By Using Parameters
Course 10778A Lesson 5: Filtering Reports By Using Parameters Module 2: Implementing Reports with SQL Server Reporting Services Overview of Parameters Adding Parameters to a Report Configuring Parameters Available and Default Parameter Values Working with Parameters

34 Overview of Parameters
Course 10778A Overview of Parameters Module 2: Implementing Reports with SQL Server Reporting Services Report Parameters Values specified when rendering a report By a user viewing a report interactively In a report subscription When embedding a subreport in a report Dataset Parameters Used in a WHERE clause to restrict query results Usually mapped to a report parameter

35 Adding Parameters to a Report
Course 10778A Adding Parameters to a Report Module 2: Implementing Reports with SQL Server Reporting Services Add a parameter to a dataset query Automatically creates a dataset parameter and maps it to a new report parameter Add a report parameter No matching dataset parameter – restrict data in data regions and groups by setting adding a filter -- Dataset query SELECT SalesOrderNumber, SalesAmount FROM FactInternetSales WHERE YEAR(OrderDate)

36 Configuring Parameters
Course 10778A Configuring Parameters Module 2: Implementing Reports with SQL Server Reporting Services Name The name of the parameter Prompt The label displayed in the user interface Data type Text, Boolean, Date/Time, Integer, or Float Allowable Values Blank, null, multiple values* Visibility Visible, Hidden, or Internal Point out the IN syntax for handling multi-value parameters * When using multiple values to filter data, the WHERE clause should use the IN operator. For example: WHERE YEAR(SalesOrderDate)IN

37 Available and Default Parameter Values
Course 10778A Available and Default Parameter Values Module 2: Implementing Reports with SQL Server Reporting Services None Specify values Get values from a query Usually requires that you add a dataset to the report SELECT DISTINCT YEAR(OrderDate) AS [Year] FROM FactResellerSales ORDER BY [Year] DESC

38 Working with Parameters
Course 10778A Working with Parameters Module 2: Implementing Reports with SQL Server Reporting Services Filter a data region or group Add a filter that compares field values to parameter values Display a subreport Pass a field value for a data group as a parameter to the subreport Reference parameter values in an expression ="Sales for " & Parameters!Year.Value

39 Demonstration: Using a Parameter
Course 10778A Demonstration: Using a Parameter Module 2: Implementing Reports with SQL Server Reporting Services In this demonstration, you will see how to: Add a parameter to a report Configure a parameter Set available and default values for a parameter Task 1: Add a parameter to a report Ensure the MIA-DC1 and MIA-SQLBI virtual machines are both running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then, in the D:\10778A\Demofiles\Mod02 folder, run Setup.cmd as Administrator. Double-click ReportsDemo4.sln in the D:\107778A\Demofiles\Mod02 folder to open the solution in SQL Server Data Tools. Then in Solution Explorer, double-click the Reseller Sales.rdl report. In the Report Data pane, expand Datasets and then right-click the ResellerSales dataset and click Query. In the Query Designer dialog box, add the following WHERE clause to the existing Transact- SQL query, and then click OK. WHERE YEAR(FactResellerSales.OrderDate) Right-click the ResellerSales dataset and click Dataset Properties. Then in the Dataset Properties dialog box, on the Parameters tab, note that a dataset property has been created, and click OK. In the Report Data pane, expand Parameters and note that a report parameter named Year has been created. Task 2: Configure a parameter In the Report Data pane, right-click the Year report parameter and click Parameter Properties. In the Report Parameter Properties dialog box, on the General tab, in the data type drop-down list, select Integer. Then click OK. Click the Preview tab and note that the report is not rendered. Then, in the Year text box, type and click View Report. The report is then rendered with data for sales in 2004.

40 Lesson 6: Publishing and Viewing a Report
Course 10778A Lesson 6: Publishing and Viewing a Report Module 2: Implementing Reports with SQL Server Reporting Services Reporting Services Project Properties Viewing a Report

41 Reporting Services Project Properties
Course 10778A Reporting Services Project Properties Module 2: Implementing Reports with SQL Server Reporting Services Property Description OverwriteDatasets Replace existing datasets when publishing shared datasets OverwriteDataSources Replace existing data sources when publishing shared data sources TargetDataSetFolder Folder where shared datasets are published TargetDataSourceFolder Folder where shared data sources are published TargetReportFolder Folder where reports are published TargetReportPartFolder Folder where report parts are published TargetServerURL Service endpoint for the report server TargetServerVersion Compatibility version for reports Note that these properties enable you to separate the storage of reports and the objects that support them, such as shared data sources, shared datasets, and report parts.

42 Module 2: Implementing Reports with SQL Server Reporting Services
Course 10778A Viewing a Report Module 2: Implementing Reports with SQL Server Reporting Services Browse to report location SharePoint document library Report Manager folder Click the report Enter any required parameters Use the Report Viewer toolbar to navigate the report Export to a file or feed if desired

43 Demonstration: Publishing a Report
Course 10778A Demonstration: Publishing a Report Module 2: Implementing Reports with SQL Server Reporting Services In this demonstration, you will see how to: Configure a report project Deploy a report project View a published report Task 1: Configure a report project Ensure the MIA-DC1 and MIA-SQLBI virtual machines are both running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then, in the D:\10778A\Demofiles\Mod02 folder, run Setup.cmd as Administrator. Double-click ReportsDemo5.sln in the D:\107778A\Demofiles\Mod02 folder to open the solution in SQL Server Data Tools. In Solution Explorer, right-click the ReportDemo5 project and click Properties. Then set the following properties and click OK: TargetDatasetFolder: TargetdataSourceFolder: TargetReportFolder: TargetReportPartFolder: TargetServerURL: Task 2: Deploy a report project On the Build menu, click Deploy ReportsDemo5. Observe the deployment progress in the status bar and the Output pane. Task 3: View a published report When deployment has succeeded, close SQL Server Data Tools, start Internet Explorer, and browse to the SharePoint site at Under Libraries, click Reports. Then in the Reports document library, click the demo folder. Click the Reseller Sales report and note that it is rendered in the SharePoint interface. In the Parameters pane, in the Year drop-down list, select 2003, and click Apply. The report is rendered again with the data for sales in 2003. In the Actions menu, point to Export, and click excel. When prompted, save the report as Reseller Sales.xlsx in the D:\107778A\Demofles\Mod02 folder – replacing the file if it already exists. When the file has downloaded, click Open to view it in Excel. Close Excel and Internet Explorer.

44 Module 2: Implementing Reports with SQL Server Reporting Services
Course 10778A Lab Scenario Module 2: Implementing Reports with SQL Server Reporting Services Students will perform the lab in the role of a BI professional in the Adventure Works Cycles company, and use Report Designer to: Enhance the sales report you created previously by adding a chart that shows sales for each month; broken down by category Add parameters to the report so that business users can specify a year, and see sales only for that year Publish the completed report to a Report Server that is deployed in SharePoint integrated mode Optionally, create a report that includes data bars and sparklines Optionally, create a report that includes a map Point out that the instructions in the lab are deliberately designed to be high-level so that students need to think carefully about what they are trying to accomplish and work out how best to proceed for themselves. Encourage students to read the scenario information carefully and collaborate with each other to meet the scenario requirements. Remind students that if they find a particular task or exercise too challenging, they can find step-by-step instructions in the lab answer key. This is the second of two labs in this module. The sales manager at Adventure Works Cycles has reviewed the sales report you have created, and requested the following enhancements: The report should include a chart on the first page to summarize sales by month for each product category - providing a visual “executive summary” Users should be able to filter the report by year, and see sales figures only for the specified year Users should be able to view the report on-demand in the company’s SharePoint site

45 Lab 2B: Enhancing and Publishing a Report
Course 10778A Lab 2B: Enhancing and Publishing a Report Module 2: Implementing Reports with SQL Server Reporting Services Exercise 1: Adding a Chart to a Report Exercise 2: Adding Parameters to a Report Exercise 3: Publishing a Report Optional Exercise: Using Data Bars and Sparklines Optional Exercise: Using a Map In this lab, students will add a chart to a report, configure a report to use parameters, and deploy a report to a report server Exercise 1 In this exercise, students add a chart to a report Exercise 2 In this exercise, students add a parameter to a report. Exercise 3 In this exercise, students configure a report server project and deploy it. If time permits, this lab also includes two optional exercises in which students can create reports that include data bars, sparklines, and maps. Logon information Virtual machine MIA-SQLBI User name ADVENTUREWORKS\Student Password Pa$$w0rd Estimated time: 60 minutes

46 Module Review and Takeaways
Course 10778A Module Review and Takeaways Module 2: Implementing Reports with SQL Server Reporting Services As a professional BI developer, what tool should you generally use to create and maintain reports? You need to create a report in which users can view a summary of sales totals for each month of the year and drilldown into the individual sales for each month. How can you achieve this? You want to show a graphical representation of a company’s profit for the year to-date compared to the target that was set at the beginning of the year. How can you achieve this? Review Questions Point the students to the appropriate section in the course so that they are able to answer the questions presented in this section. Some guidance for discussing the answers to the questions is included below. As a professional BI developer, what tool should you generally use to create and maintain reports? You could use Report builder, but in most cases a professional report developer should use Report Designer in SQL Server Data Tools. You need to create a report in which users can view a summary of sales totals for each month of the year and drilldown into the individual sales for each month. How can you achieve this? You can create a group in the report based on the Month field, with an aggregate total in the group header. You can then configure the Visibility properties of the details group so that it is hidden by default and can be toggled by the textbox containing the Month field in the Month group header row. You want to show a graphical representation of a company’s profit for the year to-date compared to the target that was set at the beginning of the year. How can you achieve this? You could use a chart, but for this kind of single value visualization, a gauge is the most appropriate choice.


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