Getting Started with Reporting Services in VS .NET

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Getting Started with Reporting Services
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Understanding Enterprise Reporting ..........................................3
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Reporting Scenarios ......................................................................................4 Reporting User Communities..........................................................................6 The Enterprise Reporting Life Cycle ................................................................7 Authoring..............................................................................................7 Management ........................................................................................8 Access and Delivery ..............................................................................9 Reporting Services Components.....................................................................9 Authoring Components ........................................................................10 Management Components ...................................................................11 Access and Delivery Components .........................................................12 1 Quick Reference ..........................................................................16
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Installing Reporting Services ..................................................17
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Considering Deployment Options ..................................................................17 Choosing a Reporting Services Edition..................................................18 Planning a Site Configuration ...............................................................18 Deciding Naming Conventions ..............................................................19 Preparing for Installation..............................................................................19 Reviewing Operating System Requirements ...........................................20 Reviewing Software Requirements ........................................................20 Reviewing Configuration Prerequisites...................................................21 Creating Reporting Services Credentials ...............................................22 Installing Reporting Services........................................................................24 How to Install Reporting Services by Using Setup ..................................24 Launching Setup .................................................................................25 Choosing the Components ...................................................................26 Selecting the Service Account ..............................................................27 iii
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Table of Contents
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Specifying the Report Server and Report Manager Virtual Roots .............28 Specifying the Report Server Database .................................................29 Specifying Report Delivery Options .......................................................31 Choosing a Samples Location ..............................................................32 Selecting Licensing Options .................................................................33 Verifying the Installation.......................................................................34 2 Quick Reference ..........................................................................37
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Building Your First Report ...................................................... 39
Authoring a Report ......................................................................................40 How to Prepare a Report......................................................................40 Starting a New Report .........................................................................41 Connecting to a Data Source................................................................42 Getting Data for the Report ..................................................................46 How to Design a Report .......................................................................48 Structuring Data in the Report..............................................................48 Placing Data in the Report Structure .....................................................49 Applying a Style Template ....................................................................52 How to Complete the Wizard ................................................................53 Finishing the Report Wizard..................................................................53 How to Publish a Report ......................................................................56 Checking the Report Layout .................................................................56 Correcting Report Layout Issues...........................................................59 Publishing a Report .............................................................................62 Managing a Report ......................................................................................64 How to Change Report Properties.........................................................64 Reviewing Report Properties ................................................................64 Changing Report Properties .................................................................67 How to Change Execution Properties.....................................................69 Reviewing Execution Properties ............................................................69 Changing Data Sources Properties .......................................................71 Changing Execution Properties .............................................................72 Accessing a Report .....................................................................................74 How to Explore a Report ......................................................................74 Displaying a Report .............................................................................74 Searching a Report..............................................................................75
Table of Contents
How to Export a Report........................................................................76 Exporting a Report ..............................................................................77 3 Quick Reference ..........................................................................79
Part 2
4
Authoring Reports
Developing Basic Reports .......................................................83
Understanding a Report Definition File ..........................................................83 Preparing a Report by Using Report Designer ................................................84 How to Prepare a Report with Report Designer ......................................85 Creating a New Report Project..............................................................85 Creating a New Report.........................................................................85 Connecting to a Data Source................................................................87 Working with Datasets .........................................................................88 Structuring a Report by Using Report Designer ..............................................91 How to Add a Data Region ...................................................................91 Adding Items from the Toolbox .............................................................91 Working with Table Rows......................................................................93 How to Group Data in a Table ...............................................................95 Grouping Data in a Table......................................................................95 Adding Group Headers.........................................................................98 Computing Group Subtotals .................................................................99 Formatting a Report by Using Report Designer.............................................100 How to Apply Basic Formatting ...........................................................101 Setting the Format Property................................................................101 Applying Styles..................................................................................102 Editing Properties..............................................................................104 How to Enhance the Report Layout .....................................................105 Triggering Page Breaks.......................................................................106 Adding a Textbox ...............................................................................106 Setting Table Properties.....................................................................109 Working with Page Headers................................................................110 Working with Page Footers .................................................................111 Adding Graphical Elements ................................................................112 Adding Images ..................................................................................114 4 Quick Reference ........................................................................117
Table of Contents
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Working with Expressions .................................................... 121
Using Expressions to Calculate Values........................................................121 How to Use Expressions in a Report ...................................................122 Creating Calculated Fields .................................................................123 Using Global Variables .......................................................................128 Using the ReportItems Collection ........................................................130 Using Aggregate Functions .........................................................................134 How to Use Aggregate Functions in a Report .......................................135 Using Aggregate Functions in a Table ..................................................136 Using Aggregate Functions in a Textbox...............................................138 Using Expressions to Change an Object s Behavior ......................................141 How to Use Expressions to Control Report Behavior.............................141 Using Conditional Formatting..............................................................142 Sorting .............................................................................................143 5 Quick Reference ........................................................................145
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Organizing Data in Reports................................................... 147
Understanding Data Regions......................................................................147 Comparing Types of Data Regions.......................................................148 Using Data Regions...........................................................................148 Using a Matrix...........................................................................................149 Options for Using a Matrix..................................................................149 Adding a Matrix Data Region ..............................................................149 Grouping Rows..................................................................................151 Sorting Rows ....................................................................................152 Grouping Columns.............................................................................154 Using Subtotals in a Matrix ................................................................156 Using Static Rows and Columns in a Matrix.........................................158 Using a Chart............................................................................................160 Options for Using a Chart...................................................................160 Adding a Chart ..................................................................................160 Adding Values and Column Groups to a Chart......................................162 Grouping Data by Series ....................................................................162 Working with the Chart Legend ...........................................................164 Setting Chart Properties ....................................................................166
Table of Contents
Using a List ..............................................................................................167 Options for Using a List .....................................................................168 Adding a List.....................................................................................168 Grouping and Sorting a List................................................................169 Working with Fields in a List ...............................................................170 Nesting Data Regions ........................................................................171 6 Quick Reference ........................................................................172
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