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SQL Report Builder 3.0 Training

Seminar Outline

Session 1: Getting Started

This session provides the introduction to where Reporting Services and Report Builder and how it fits into business processes, the requirements for using it and provides a framework for the rest of the course.

  • Create reports with table, matrix, chart, and free-form report layouts.

  • Report from a variety of data sources.

  • Modify your data by filtering, grouping and sorting data, or by adding formulas or expressions.

  • Saving your report

  • Formatting your report.

  • Demo – Add a parameter to your report

Session 2: How to create Shared Data Source and visually display the data

This session will get into data sources, how to create multiple data sources and then how to use your data sources to make charts and graphs.

  • Creating your Datasource

  • How to Create and Use Charts

  • Demo – Creating a Chart

  • Using Sparkline’s, Gauges, Indicators and Maps

  • Demo – Creating a Gauge

Session 3: Advanced Features

Reports can be very powerful when they reuse parts and use interactive features. Users will learn how to re-use parts, create linked reports and more.

  • Start your report with report parts created by someone else on your team.

  • Creating report parts.

  • Add interactive features such as document maps, show/hide buttons

  • Demo: Create a Report Part to share

  • How to add drill through links to sub-reports and drill down reports.

  • Embed or reference images and other resources, including external content.

  • Demo: Create Nested Data

Session 4: Manage Your Report

Now that the report is created users will learn all the options for managing the report, where to put it, how to push the data out to users.

  • Save the definition of the report to your computer or to the report server.

  • Choose a presentation format when you open the report, or after you open the report.

  • Generate data feeds.

  • Setting Display options

  • Troubleshooting report issues and backing up reports

  • Export formats and considerations

  • Demo: How to setup a data feed for your report 

Session 5: The Report Server

Users will learn how to publish reports to a SharePoint server portal, how to setup subscriptions and to organize the reports on the server.

  • Publishing a report to the report server

  • Organize your reports using folders

  • Using a development area vs. a production area for report continuity

  • How to automate running your reports

  • Setup subscriptions

  • Saving Data sets to the server

  • Demo: Organizing your Reports and data

Target Audience
For Power Users and Developers who want to learn how to incorporate SSRS reports into SharePoint.
Seminar Format
Web based or at your location.
Seminar Objectives
For Information Workers who want to learn how to maximize the value of SQL reports and learn how to utilize Report Builder 3.0.
What you will learn
How to create reports. Work with data sources. Design best practices. Where to go for more information.
Seminar Deliverables
Users will leave with additional resources to get further assistance on Report Designer.
Seminar Duration
The seminar is 1 day.
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