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Lesson 2: Adding Fields and Entities to a Matrix Report (Report Builder 1.0)

In this lesson, you will add fields and entities to the report layout. The available entities are listed in the Explorer pane. Each entity contains at least one field, typically more. Fields and entities provide Report Builder and the report server with the information needed to retrieve the data from the AdventureWorks database.

To add fields and entities to a matrix report layout

  1. From the Entities list, drag the Sales Territory to the Drag and drop row groups area of the report layout.

  2. In the Entities list, select Customers.

  3. From the Fields list, drag Customer Type to the right of the Sales Territory field on the report layout.

    Territory and Customer Type should appear side by side in the report layout.

  4. In the Entities list, select Sales Orders.

  5. In the Fields list, expand the Ship Date field.

    Date variations of the Ship Date field are displayed.

  6. Drag the Ship Year field to the Drag and drop column groups area of the report layout.

  7. From the expanded Ship Date field, drag the Ship Quarter field to the bottom edge of the # Ship Year row.

  8. From the field list, drag Sum Total Due to the Drag and drop totals area of the report layout.

You have successfully created a report displaying the sales order totals of customer types by year and by quarter. Next, you will run the report. See Lesson 4: Running a Matrix Report (Report Builder 1.0).

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