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SQL Server Reporting Services for Report Writers (SSRS2016)

4 days
Microsoft SQL ServerSSRSSQL

Learn to create, format, parameterize, visualize, deploy, and manage professional reports using SQL Server Reporting Services (SSRS) tools and features.

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Course Overview

Learn to create, format, deploy, and manage professional reports with SQL Server Reporting Services (SSRS). Designed for report developers, data analysts, and business intelligence professionals, this course covers the SSRS development environment, data sources and datasets, tabular and matrix reports, expressions, parameters, grouping, and aggregations.

You will also explore charts, gauges, maps, drillthrough reports, KPIs, mobile reports, deployment, rendering, and the SSRS web portal. Advanced topics include report templates, document maps, lookup functions, interactive sorting, and complex aggregates. If time permits, the course also introduces report development with Report Builder.

Course Benefits

  • Navigate the SSRS development environment and work with solutions and projects.
  • Configure data sources and datasets for reports.
  • Create tabular, list, matrix, and drill-down reports.
  • Format reports with text, images, headers, footers, and other visual elements.
  • Group, sort, summarize, and aggregate report data.
  • Use expressions and variables to add calculations, formatting, and conditional logic.
  • Create flexible reports with query parameters, report parameters, cascading parameters, filters, and parameter-driven sorting.
  • Visualize data with charts, gauges, maps, data bars, indicators, and sparklines.
  • Build nested data regions, subreports, and drillthrough reports.
  • Deploy, render, view, and manage reports through the SSRS web portal.
  • Create KPIs and mobile reports.
  • Apply advanced reporting techniques such as document maps, lookup functions, interactive sorting, and complex aggregates.
  • Use Report Builder to create datasets and reports, if time permits.

Delivery Methods

Private Class
Delivered for your team at your site or online.

Course Outline

  1. SSRS Overview and Tools
    1. Reporting Services Features
    2. Tools Available with SQL Server
  2. Working with Solutions and Projects
    1. Working with SQL Server Data Tools
    2. Understanding Solutions and Projects
    3. Working with the Visual Studio Interface
    4. Working with Solutions and Projects Lab (Optional)
    5. Answers to Exercises
  3. Creating Basic Reports
    1. What is a Data Source?
    2. What is a Dataset?
    3. Using the Report Wizard
    4. What is Tablix?
    5. Creating a Tabular Report
    6. Creating a List Report
    7. What is a Matrix?
    8. Understanding Drill-down
    9. Creating Basic Reports Lab
    10. Answers to Exercises
  4. Formatting Reports
    1. Working with Text Boxes
    2. Rich Text Formatting
    3. Managing Text Boxes
    4. Drawing Lines and Boxes
    5. Images
    6. Page Headers and Footers
    7. Formatting Reports Lab
    8. Answers to Exercises
  5. Summarizing and Sorting
    1. Creating Groups
    2. Parent/Child vs. Adjacent Groupings
    3. Adding Totals and Aggregations
    4. Summarizing and Sorting Lab
    5. Answers to Exercises
  6. Introduction to Expressions
    1. Understanding Expressions
    2. Defining Expressions
    3. Working with Report Variables
    4. Introduction to Expressions Lab
    5. Answers to Exercises
  7. Add Flexibility with Parameters
    1. Adding Parameters to a Report
    2. Report Parameters vs. Query Parameters
    3. Manage Report Parameter Properties
    4. Use Parameters with SQL Queries and Stored Procedures
    5. Work with Cascading Parameters
    6. Sort Based on a Parameter Setting
    7. Filtered Reports
    8. Add Flexibility with Parameters Lab
    9. Answers to the Exercise
  8. Enhanced Report Items
    1. Charts
    2. Gauges
    3. Add a Map to a Report
    4. Data Bar, Indicator, and Sparkline Report Items
    5. Nesting Data Regions
    6. Subreports and Drillthrough Reports
    7. Working with Drillthrough Reports
    8. Enhanced Report Items Lab
    9. Answers to Exercises
  9. Rendering, Deploying, and the Web Portal
    1. Deploying Reports
    2. The Web Portal
    3. Working with Shared Data Sources
    4. Viewing Reports
    5. Rendering Reports
    6. Rendering, Deploying, and the Web Portal Lab
    7. Answers to Exercises
  10. KPIs and Mobile Reports
    1. Working with KPIs 1
    2. Working with Mobile Reports 1
    3. The SQL Server Mobile Report Publisher 1
    4. Exploring the Mobile Report Publisher 1
    5. KPIs and Mobile Reports Lab
    6. Answers to the Exercise
  11. Beyond Basic Reporting
    1. Utilizing Report Template 1
    2. Creating Document Maps and Bookmarks 1
    3. Recursive Parents
    4. Understanding Lookup, LookupSet, and Multilookup Functions
    5. Report Rendering
    6. Using the ReportItems Collection
    7. Initial Toggle States
    8. Interactive Sorting
    9. Expression Samples
    10. Creating Aggregates of Aggregates
  12. Using Report Builder (If Time Permits)
    1. Desktop App
    2. Using the Report Builder Tool
    3. Creating Datasets
    4. Creating Reports
    5. Creating Reports Using Wizards
    6. Creating Reports Without a Wizard
    7. Opening Existing Reports
    8. Working with Report Parts
    9. Using Report Builder Lab
    10. Answers to Exercises

Class Materials

Each student receives a comprehensive set of materials, including course notes and all class examples.

Class Prerequisites

Experience in the following is required for this Microsoft SQL Server class:

  • Working knowledge of Microsoft SQL Server or Microsoft Office applications is encouraged.

Experience in the following would be useful for this Microsoft SQL Server class:

  • General familiarity with databases.
  • Working knowledge of Microsoft SQL Server or Microsoft Office applications.

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