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 3.0

3. Introduction to Report Builder 3.0

4. 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

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 interfacefrom 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)

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

Type Time Rank Part to Whole

Deviation Distribution Correlation Nominal Comparison

Area

Bar

Column

Line

Shape

Polar

Range

Scatter

Sparklines, Databar, Indicator

Demonstration

Borders

Titles

Data Labels/Legends

Demonstration

Demonstration

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

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