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Report Builder courseware and training manuals
The course manual listed below is for Report Builder for SQL Server 2016 - we also have courseware for Report Builder 3.0 (available to license on demand):
You can see details of how to license our Report Builder courseware (including volume requirements) here.
Report Builder courseware
Here is a list of all of our Report Builder manual chapters (you can download the ones marked):
| Chapter | Sections | Subsections |
|---|---|---|
| Getting Started (8 pages) | What is SQL Server Report Builder? | Related Software |
| Installing Report Builder | Installing from the Microsoft Website ; Installing from the Reporting Services Web Portal | |
| Running Report Builder | The Getting Started Dialog Box | |
| The Report Builder Screen | Opening and Closing Windows ; The Main Windows | |
| Using a Report Server | Connecting to a Report Server ; Setting a Default Report Server ; Finding the URL of the Report Server | |
| Working with Reports (4 pages) | Creating Reports | Choosing to Create a New Report |
| Opening and Closing Reports | Opening Existing Reports ; Closing a Report | |
| Saving Reports | Saving a Report ; Saving a Report with a New Name | |
| Running Reports | Design View and Report Preview | |
| Basic Report Items (7 pages) | Report Items | Adding Items to a Report |
| Selecting Report Items | Selecting Single Report Items ; Selecting Multiple Items | |
| Manipulating Report Items | Moving Report Items ; Resizing Items ; Using the Properties Window ; Deleting Items ; Aligning Items | |
| Images, Rectangles and Textboxes | Images ; Rectangles ; Textboxes | |
|
Formatting
(6 pages)
Download this chapter |
Three Ways to Format an Item | Ribbon ; The Properties Window ; The Properties Dialog Box |
| Changing Colours | Choosing Basic Colours ; Custom Colours ; Colour Gradients and Patterns | |
| Formatting Text | Formatting All or Part of a Textbox ; Basic Font Formatting Options ; Text Alignment | |
| Formatting Borders | The Border Ribbon Group ; The Borders Dialog | |
| Formatting Numbers and Dates | Using Built-In Formats ; Creating Custom Formats | |
| Getting Data (6 pages) | Data Sources and Datasets | The Wise Owl Movies Database |
| Data Sources | Shared and Embedded Data Sources ; Creating an Embedded Data Source ; Using a Shared Data Source | |
| Datasets | Shared and Embedded Datasets ; Creating an Embedded Dataset ; Using a Shared Dataset | |
| The Query Designer (7 pages) | Query Designer Basics | Selecting Fields ; Running a Query ; Editing a Query as Text |
| Using Filters | Applying Basic Filters ; Removing Filters ; Text Filters and Wildcards ; Filtering Nulls | |
| Grouping and Aggregating Data | Creating a Query with Grouping ; Changing Aggregate Column Names | |
| Relationships | Using Automatic Detection ; Editing Relationships | |
| Sorting Query Results | ||
| The Reporting Services Web Portal (15 pages) | Overview of the Web Portal | |
| Getting to the Web Portal | Finding the Web Portal URL ; Browsing to the Web Portal | |
| Using the Web Portal | The Web Portal Menu ; Viewing Item Options ; Finding Items ; Using Favourites | |
| Working with Reports | Viewing and Exporting Reports ; Moving and Deleting Reports ; Downloading Reports ; Editing Reports without Downloading ; Managing Reports | |
| Shared Data Sources and Datasets | Viewing Shared Data Sources and Datasets | |
| Managing Data Sources | Editing Data Sources ; Creating a New Data Source | |
| Data Source Credentials | Viewing Credential Options ; Storing Credentials in a Data Source ; Prompting for Credentials | |
| Managing Datasets | Creating a New Dataset ; Viewing a Dataset’s Data ; Editing a Dataset | |
| Basic Tables (12 pages) | Creating Tables | Inserting a Table ; Tables and Datasets ; Using the Field Selector ; Dragging Fields into a Table |
| Views of a Table | Tables in Design View ; Tables in Report View | |
| Selecting in Tables | Selecting the Table ; Selecting Cells | |
| Table Properties | The Tablix Properties Dialog Box ; The Text Box Properties Dialog Box | |
| 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 | |
| Merging and Splitting Cells | Merging Cells ; Splitting Cells | |
| Controlling Column Headers | How Not to Make Column Headers Repeat ; Repeating Column Headers on Each Page ; Making Column Headers Scroll | |
| Sorting and Filtering (4 pages) | Sorting | Sorting in a Table ; Sorting in a Group ; Interactive Sorting |
| Filtering | Filtering in the Dataset Properties Dialog Box ; Filtering a Table ; Filtering in a Group | |
| Grouping in Tables (11 pages) | Grouping Basics | |
| 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 | |
| Removing Groups | Deleting Groups in the Grouping Pane ; Deleting Groups in a Table | |
| Formatting a Grouped Table | Adding Group Headers and Footers ; Rearranging Group Titles ; Adding Group Totals | |
| Multiple Groups | Adding a New Parent Group ; Adding a Child Group | |
| Page Breaks | Inserting Page Breaks between Groups | |
| Collapsible Groups | Step 1 - Hiding Detail Rows ; Step 2 - Setting Toggle Items | |
| Expressions (17 pages) | Overview of Expressions | Choosing to Create an Expression ; The Expression Builder Dialog Box ; Referring to Dataset Fields ; Referring to Report Items ; Inserting Functions |
| Ad-Hoc Table Columns | Creating an Ad-Hoc Column Expression | |
| Calculated Fields | Adding a Calculated Field to a Dataset ; Using a Calculated Field ; Adding Calculated Fields to a Query | |
| Working with Numbers | Basic Arithmetic ; Numeric Functions | |
| Conditional Functions | The IIf Function ; The Switch Function ; Comparison Operators ; Logical Operators | |
| Working with Text | Concatenating Text ; Text Functions | |
| Working with Dates | Returning the Current Date ; Date Functions ; Intervals for Date Functions ; Formatting Dates | |
| Aggregating Data | Aggregate Functions ; Adding Aggregates the Quick Way ; Changing the Aggregate Function ; Specifying the Scope | |
| Lookup Functions | The Lookup Function ; The LookupSet Function | |
| Built-In Fields | Built-In Fields in the Expression Builder ; Built-In Fields in the Report Data Window | |
| Placeholders | Creating a Placeholder | |
| Dynamic Formatting (5 pages) | Formatting with Expressions | Which Properties can be Calculated? |
| Calculating Colours | Using Named Colours ; Using Custom Colours ; Converting RGB to Hexadecimal Values | |
| Calculating Font Properties | Dynamic Font Sizes ; Decorating Text ; Other Font Properties | |
| Dynamically Hiding Report Items | The Hidden Property ; Calculating the Visibility of Report Items | |
| Printing and Exporting (7 pages) | Printing Reports | Print Layout View ; Choosing to Print a Report |
| Page Setup | Page Setup Options in Preview ; Page Setup Options in Design View ; Controlling the Page Size | |
| 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 | |
| Exporting Reports | Choosing to Export a Report ; Creating Worksheet Names in Excel | |
| Testing the Render Format | Displaying a Title Page in Excel Only ; A List of Render Formats | |
| Parameters (17 pages) | Introduction to Parameters | Displaying the Parameters Pane |
| 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 | |
| Query Parameters | Writing a Query using Parameters | |
| Organising Parameters | Changing the Order of Parameters ; Using the Parameters Pane | |
| Default Values | Typing in a Default Value ; Calculating Default Values ; Getting Default Values from a Dataset | |
| Null Values | Allowing Null Values ; Dealing with Nulls in Filters | |
| Drop Down Lists | Manually Entering Available Values ; Using a Dataset to Populate a List | |
| Multi-Value Drop Down Lists | Allowing Multiple Values ; Using Multiple Values in Filters ; Using Multiple Values in Queries ; Displaying Multiple Values in a Report | |
| Cascading Drop Down Lists | Creating Cascading Drop Down Lists ; Using Cascading Drop Down Lists | |
| Conditional Formatting with Parameters | Parameters in Formatting Expressions | |
| Indicators (6 pages) | Creating Indicators | Adding an Indicator to a Table ; Assigning a Field to an Indicator |
| Editing Indicators | Changing the Indicator ; Changing the Indicator’s Field ; Changing the Aggregate Function | |
| Formatting Indicators | Changing Indicator Colours and Icons ; Formatting the Background of an Indicator | |
| Indicator Size and Position | Controlling the Size of an Indicator ; Preventing an Indicator from Stretching | |
| Scaling and Measurement Units | Changing the Scope of Scaling ; Changing the Measurement Units ; Adding and Removing Bands | |
| Gauges (12 pages) | What are Gauges? | Anatomy of a Gauge |
| Creating Gauges | Inserting a Gauge into a Table ; Assigning a Field to a Gauge | |
| Editing Gauges | Selecting Part of a Gauge ; Adding and Deleting Items in a Gauge | |
| Editing a Scale | Changing the Limits of the Scale ; Formatting Tick Marks ; Changing the Scale’s Dimensions | |
| Editing a Pointer | Changing the Pointer Type ; Setting the Pointer Size and Position ; Changing the Pointer Fill Colour | |
| Editing a Range | Setting the Start and End Position ; Changing the Size and Position ; Changing the Fill Colour | |
| Editing the Gauge | Choosing a Frame ; Formatting the Frame ; Setting the Size and Position | |
| Editing a Label | Setting the Value Displayed ; Anchoring a Label | |
| Multiple Items | Multiple Pointers ; Multiple Scales ; Multiple Gauges ; Creating Child Gauges | |
| Charts (10 pages) | Creating Charts | Inserting a Chart into a Report ; Inserting a Chart into a Tablix Item ; Assigning Fields to a Chart ; Previewing a Chart |
| Editing Charts | Parts of a Chart ; Changing Chart Properties ; Adding and Removing Elements in a Chart | |
| Chart Colours | Choosing a Colour Palette ; Creating a Custom Palette ; Calculating Colours ; Synchronising Colours in a Table | |
| Using Multiple Value Fields | Adding Multiple Value Fields to a Chart ; Multiple Value Axes ; Using Different Chart Types | |
| Sparklines | Adding a Sparkline to a Report or Tablix Item ; Editing Sparklines | |
| Databars | Adding a Data Bar to a Report or Tablix Item ; Editing Data Bars | |
| Matrices (7 pages) | Overview of Matrices | Adding a Matrix to a Report ; Assigning Fields to a Matrix |
| Editing a Matrix | Changing the Aggregate Function ; Replacing Empty Cells ; Displaying Row and Column Totals | |
| Sorting a Matrix | Sorting by Row and Column Fields ; Sorting by Values | |
| Matrix Headers and Titles | Inserting the Extra Row ; Controlling the Height of the Header Row | |
| Repeating and Scrolling Headers | Making Row and Column Headers Repeat | |
| Multiple Grouping Levels | Creating Multiple Grouping Levels | |
| Lists (4 pages) | Introduction to Lists | What a List Really Is |
| Creating a List | Inserting a List into a Report ; Adding Fields to a List ; Adding Labels to Fields | |
| Grouped Lists | Adding a Group to a List | |
| Subreports (6 pages) | An Overview of Subreports | |
| Creating the Child Report | Step 1 - Create the Dataset ; Step 2 - Create a Parameter ; Step 3 - Filter the Dataset ; Step 4 - Design the Report | |
| Creating the Parent Report | Step 1 - Create the Dataset ; Step 2 - Design the Report | |
| 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 | |
|
Drillthrough Reports
(6 pages)
Download this chapter |
Overview of Drillthrough Reports | The Example for this Chapter |
| Creating the Child Report | Step 1 - Create the Dataset ; Step 2 - Hide the Parameter ; Step 3 - Design the Report | |
| Creating the Parent Report | Step 1 - Create the Dataset ; Step 2 - Design the Report | |
| Creating Report Actions | Step 1 - View the Action Properties ; Step 2 - Configure the Action to Open a Report | |
| Using Drillthrough Reports | Running the Parent Report ; Returning to the Parent Report | |
| Multiple Parameters | Creating Child Reports with Multiple Parameters ; Creating the Parent Report | |
| Maps (8 pages) | Maps in SSRS | Map Data |
| Creating a Map Report | Creating a Dataset ; Inserting a Map into a Report | |
| 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 | |
| Editing Maps | Map Options and Properties ; Map Layers | |
| Colour Rules | Controlling Colour Bands ; Types of Colour Rules | |
| Schedules, Snapshots and Subscriptions (11 pages) | Alternative Ways to Run Reports | |
| Schedules | Running the SQL Server Agent ; Managing Shared Schedules ; Configuring a Schedule | |
| Caching Reports and Datasets | Enabling Caching ; Cache Expiration Settings ; Cache Refresh Plans ; Setting Parameter Values ; Running a Report from a Cache Snapshot | |
| Report History Snapshots | Creating a History Snapshot Manually ; Creating Scheduled History Snapshots ; Retaining History Snapshots | |
| Subscriptions | Types of Subscription ; Creating a Subscription ; Using a Windows File Share Destination ; Using an Email Destination ; Assigning Parameter Values ; Managing Subscriptions | |
| KPIs and Mobile Reports (10 pages) | Other Types of Report | |
| KPIs | An Example KPI ; Creating a KPI Dataset ; Creating a KPI ; Setting the Value Field ; Setting the Goal Field ; Setting the Status Field ; Setting the Trend Set Field ; Related Content | |
| Mobile Reports | Choosing to Create a Mobile Report ; Adding and Editing Visualisations ; Formatting Visualisations ; Viewing a Visualisation’s Data ; Adding Data to a Mobile Report ; Changing Report Settings ; Saving a Mobile Report |
Notes:
- Since Wise Owl print courseware double-sided to save trees, the number of physical pages in each chapter is roughly half of the number of sides quoted.
- Downloads are provided as examples only, and should not be used or distributed in any way or form without the prior written permission of Wise Owl.
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