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

In this lesson, you will start Report Builder, create a tabular report, add fields to the report, and then view the report in Run Report mode. 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.

NoteNote

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 table report

  1. In the Report Builder Getting Started pane, select the Adventure Works source of data.

  2. In the Report layout area, select Table (columnar).

  3. Click OK.

    The Getting Started pane closes and the table template is displayed.

To add fields to the report

  1. In the Entities list, select Sales Person.

  2. In the Fields list, select both the First Name and Last Name fields, and then drag them to the design area.

    NoteNote

    If you add each field separately, a different set of results will be displayed. For the purposes of this tutorial, you need to select both fields and drag them to the design area together.

  3. In the Entities list, select Sales Orders.

  4. In the Fields list, select both the #Sales Orders and Sum Total Due fields, and then drag them to the Sales Person group in the design area.

    Your report design should look similar to the following image.

    Report Builder report in design area.
  5. In the Entities list, select the Territory entity.

    NoteNote

    There are two Territory entities listed: one is the role from the Sales Person entity and the second is the role from the Sales Orders entity. For the purpose of this tutorial, you want to select the Territory entity that is a role from the Sales Person entity. The Territory role is indented in the list below the Sales Person entity.

    For this tutorial, you want to add information about each sales person's territory.

  6. In the Fields list, select Name, and then drag the field to the left of the Sales Person group in the design area.

    A new group is created.

  7. In the Fields list, select Group, and then drag the field to the left of the Territory group in the design area.

    Your report design should look similar to the following image.

    Report Builder report with three groups.

In the next procedure, you will run the report to see how it is displayed before you add parameters.

To run the report

  1. On the View menu, click Run Report.

    Your rendered report should look similar to the following image.

    Report Builder report rendered.
  2. To switch back to design mode, on the View menu, click Design Report.

You have successfully created a Report Builder tabular report. In the next lesson, you will add two parameters to the report. See Lesson 2: Adding a Parameter (Report Builder 1.0).

Community Additions

ADD
Show: