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Lesson 1: Creating a Matrix Report (Report Builder 1.0)

In this lesson, you will open Report Builder and create a matrix 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.

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 matrix

  1. In the Report Builder Getting Started pane, select Adventure Works from the list of data sources.

  2. In the Report Layout area, select Matrix (cross-tab).

  3. Click OK.

The Report Builder window displays the name of the AdventureWorks data source in the Explorer pane located along the left side of the window. The design area in the center of the window displays a matrix report layout.

You have successfully started the process of creating a matrix report. In the next lesson, you will add fields and entities to the report. See Lesson 2: Adding Fields and Entities to a Matrix Report (Report Builder 1.0).

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