55123A Writing Reports with Report Builder and SSRS Level 1  
2 Days - Online Instructor Lead

Course Outline

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Module 1: Exploring the Report Builder Environment 

This module introduces the Report Builder application and its features. You will explore the Ribbon and its Tabs, Command groups, and Commands, the available Window panes for creating and manipulating reports, and the report design surface using Designand Run modes. 

 

Lessons 

Introducing the Report Builder Environment 

Working with Existing Reports 

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Lab : Exploring the Report Builder Application 

Navigating the Ribbon and Window panes 

View Existing Reports in Design and Run modes 

Describe and navigate the graphical elements of the Report Builder application. 

Work with existing reports and navigate between Design and Run modes. 

 

Module 2: Adding Data to Table Reports 

This module introduces how to populate a report with data and display that data in a table data region on the report. We will begin with defining the data source and continue with query building through data sets to bring data into the report. Next, we 

will explore the elements of the tablix data region including rows, columns, cells, handles, and field choosers, you will use in displaying your data. 

 

Lessons 

Create Report Data Sources 

Create Report Datasets 

Work with the Tablix Data Region 

Create a Table Report 

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Lab : Creating Table Reports 

Create Queries Using the Report Builder Query Designer 

Create Queries Using the Report Builder Query Designer 

Create Table Relationships Using Query Designer 

Create a Table Report Using Multiple Tables 

Create report data sources. 

Create report datasets. 

Work with the tablix data region. 

Create a table report 

 

Module 3: Formatting Data and Creating Expressions in Reports 

This module introduces report formatting techniques which allow a report writer to control how and where data displays in the report. Additional data may also be required and this can be accomplished by adding data from a source or adding a calculated field to the dataset. Simple and complex expressions will also be introduced in this topic. 

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Lessons 

Formatting Reports 

Sorting and Filtering Report Data 

Adding Data to a Dataset 

Creating Simple Expressions 

Creating Complex Expressions 

 

Lab : Formatting Reports 

Format Tablix Columns 

Format Data in a Tablix Cell Using Properties 

Format Data in a Tablix Cell Using Simple and Complex Expressions 

Sort Data Using Expressions 

Use Simple and Complex Expressions to Display Data in a Tablix 

Format data in a report using the Report Builder Properties dialog boxes. 

Add data to a report and make changes to column names in the dataset query. 

Format data in a report using simple and complex expressions. 

Display data in a report using simple and complex expressions. 

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Module 4: Grouping Report Data 

This module introduces data groupings in reports using dataset fields and using 

expressions. This module also discusses group hierarchies and adding aggregates to 

summarize grouped data. 

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Lessons 

Group Data in Reports 

Group Data Using an Expression 

Creating Subgroups and Group Aggregates 

 

Lab : Creating Reports with Groups and Aggregates 

Display Grouped Data in a Report 

Create a Group Hierarchy in a Report 

Group Data Using a Complex Expression 

Add Aggregates to Tablix Rows 

Configuring a Reference Image 

Group data in reports using fields 

Group data in reports using expressions. 

Create group hierarchies. 

Aggregate grouped data in a report. 

 

Module 5: Matrix Reports 

This module introduces matrix data regions which are used in reports to control how crosstabular data can be used. While table reports rely on rows and columns, matrix reports rely on row groupings, column groupings, and aggregated values. 

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Lessons 

Creating and Modifying Matrix Data Regions 

Creating and Modifying Column Groups 

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Lab : Creating Matrix Reports 

Create Matrix Reports 

Create Column Groups 

Use Expressions to Sort Group Data 

Use Expressions to Display Group Names 

Create Matrix Reports with Group Hierarchies 

Describe the key features of using a matrix in a report. 

Create and modify matrix reports. 

Define column group hierarchies. 

Use expressions to define matrix headings and sort orders. 

 

Module 6: Charts 

This module introduces the ability to create and add charts to reports. Whether through wizard or individual effort, chart reports or charts as report components allow us to visualize data with or without the details. 

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Lessons 

Create and Modify Chart Wizard Reports 

Add Charts to Existing Reports 

Modify Charts in Reports 

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Lab : Creating Charts and Chart Reports 

Create a Chart Wizard Report 

Add a Chart to an Existing Report 

Use Expressions in Charts 

Use Expressions in Charts 

Describe the key features of charts. 

Create charts using the Chart Wizard and the Ribbon. 

Modify chart data and the formatting of chart elements. 

Use expressions in charts. 

 

Module 7: Printing and Exporting Reports 

This module introduces report printing and exporting. Reports can be created for 

electronic display, paper display, or display in another application. This module covers 

the basics of those three scenarios. 

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Lessons 

Print Features and Print Options 

Export Reports 

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Lab : Printing and Exporting Reports 

Exploring Page Layout view, Report Formatting, and Page Setup Options 

Exporting Reports 

Describe the key features of electronic reporting vs. print reporting. 

Prepare a report for paper printing. 

Export reports in supported formats. 

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Audience profile 

The primary audience for this course are persons who are new to reporting with Microsoft® SQL Server® Report Builder and SSRS, persons who are transitioning from another reporting software application, and persons who are existing Report Builder and 

SSRS report authors. The secondary audience for this course are persons who are using Report Designer (SSRS). Course participants may be business analysts, programmer analysts, data analysts, database administrators, or IT professionals and may or may not have experience with Microsoft® SQL Server® Report Builder and SSRS, programming (Visual Basic), and/or 

Transact-Structured Query Language (T-SQL) experience. 

 

Skills gained 

Navigate the Report Builder Environment 

Create table reports 

Format reports 

Create basic and complex expressions 

Group report data 

Create matrix reports. 

Sort and filter data. 

Summarize data with charts. 

Print and export reports. 

 

Prerequisites 

Familiarity with Windows. 

Creating and navigating folders. 

Opening programs. 

Manipulating windows. 

Copying and pasting objects. 

Formatting text. 

Saving files. 

Microsoft® Office Access 2013: Level 1 or have equivalent experience with basic 

database concepts.