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Lesson 1: Creating a Report (Report Builder 1.0)

In this lesson, you will start Report Builder, create a two-column report, and then run the report. Report Builder can be opened from Report Manager by clicking Report Builder or by using a URL. If your organization is running a report server in SharePoint integrated mode, you can open Report Builder in a SharePoint library by using the New menu, by selecting a model and on the context menu clicking Load in Report Builder, by selecting a report and on the context menu clicking Edit in Report Builder, or by selecting Report Builder from the Action menu in the Report Viewer Web part.

Note   If you are unsure whether your organization is running Reporting Services in native mode or SharePoint integrated mode, contact your database administrator.

Suppose you are interested in seeing which clothing products your company sold where the number of sales for the item in the past two years is greater than 100 or the quantity sold is the same period was greater than 1000. To retrieve the correct data, you would need to create a calculated field that returns the number of sales for the past two years and a calculated field that returns the quantity sold for each item for the past two years. To return only the data you want in your report, you would also need to apply a filter to the entire report so that only clothing products are returned and you would need to specify that only those clothing products where the number of sales for the item was greater than 100 or those clothing products where the number sold was greater than a 1000.

To start Report Builder using a URL

  1. In your Web browser, type the URL for your report server in the address bar.

    By default, the URL is http://<servername>/reports.

  2. Click Report Builder.

NoteNote

If the Report Builder button is not displayed, you do not have the appropriate permissions and you should contact your administrator.

Report Builder downloads to your local computer and then opens. To open Report Builder, you must follow the above procedure every time.

To start Report Builder using Report Manager

  1. In your Web browser, type the URL for your report server in the address bar.

    By default, the URL is http://<servername>/reports.

  2. Click Report Builder.

NoteNote

If the Report Builder button is not displayed, you do not have the appropriate permissions and you should contact your administrator.

Report Builder downloads to your local computer and then opens. To open Report Builder, you must follow the above procedure every time.

To start Report Builder in SharePoint integrated mode

  1. If your organization is running Reporting Services in SharePoint integrated mode, in your Web browser, type the fully qualified URL to the SharePoint library.

    By default, a fully qualified URL appears similar to http://<servername>/sites/site1/DocumentLibrary1/Folder1.

  2. On the New menu, select Report Builder Report.

    The Report Builder window opens.

NoteNote

If Report Builder Report is not listed on the menu, Report Builder is probably not configured for this SharePoint library and you should contact your administrator.

To create a report

  1. In the Getting Started pane, select AdventureWorks.

  2. In the Report layout area, select Table (columnar) and then click OK.

  3. In the Entities list in the Explorer pane, select Product.

  4. In the Fields list, double-click Name.

    The Name field is added to the design area.

  5. In the Entities list, select Sales.

  6. In the Fields list, double-click #Sales.

This is a basic report that simply lists each product and the number of sales transactions that occurred for each product.

To run the report

  1. On the View menu, click Run Report.

    The results are a two-columned, twelve-paged report.

  2. To return to the design area, click Design Report on the View menu.

You have successfully created a basic report. In the next lesson, you will edit the formula of an existing field and save it as a new calculated field. See Lesson 2: Creating a Calculated Field (Report Builder 1.0).

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