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SQL Server Reporting Services in Depth
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Creating modular reports with report parts


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SQL Server Reporting Services in Depth

with Simon Allardice

Video: Creating modular reports with report parts

So far, in all the reports I have created I have just been using one element per report, so one table, or one matrix, one chart or one map. It is of course much more likely that we will want to create reports that combine multiple elements at the same time, and you can just do that, just add multiple elements to the same report and configure them the way you want them. But its often very useful, particularly when learning Reporting Services, that you don't want to try and create this massive report all at once; instead, it's more useful to configure the pieces individually and combine them later.
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  1. 12m 6s
    1. Welcome
      1m 9s
    2. What you need to know
      1m 36s
    3. Exploring SQL Server Reporting Services components
      4m 17s
    4. Reviewing SQL Server versions
      5m 4s
  2. 49m 41s
    1. The elements of a report
      3m 10s
    2. Creating a report with Report Builder
      12m 11s
    3. Grouping table regions on a report
      6m 1s
    4. Joining data from multiple tables
      4m 33s
    5. Formatting report elements
      4m 34s
    6. Using functions in a report
      11m 0s
    7. Displaying data in a matrix
      8m 12s
  3. 24m 9s
    1. Filtering data and adding parameters to a report
      5m 35s
    2. Customizing report parameters
      5m 4s
    3. Sorting data in a data region
      4m 7s
    4. Applying interactive sorting
      4m 57s
    5. Creating a drillthrough action to connect reports
      4m 26s
  4. 49m 57s
    1. Introduction to charting in Reporting Services
      4m 16s
    2. Creating a column chart
      8m 35s
    3. Adding a generated average to a chart
      4m 5s
    4. Creating a pie chart
      8m 19s
    5. Using sparklines
      6m 38s
    6. Adding a sparkline to a drilldown matrix
      14m 34s
    7. Adding data bars
      3m 30s
  5. 21m 48s
    1. Adding indicators to a report
      7m 52s
    2. Using and configuring gauges
      5m 30s
    3. Using maps in Reporting Services
      8m 26s
  6. 38m 14s
    1. Creating modular reports with report parts
      4m 36s
    2. Adding and updating report parts
      4m 37s
    3. Using subreports and nested regions
      4m 28s
    4. Configuring headers and footers
      3m 9s
    5. Printing and exporting reports
      3m 45s
    6. Using page breaks
      5m 37s
    7. Creating and using shared data sources
      8m 11s
    8. Creating and using shared data sets
      3m 51s
  7. 27m 20s
    1. Organizing reports in Report Manager
      3m 1s
    2. Adding users and configuring report security
      5m 24s
    3. Configuring subscriptions
      5m 13s
    4. Creating a linked report
      4m 8s
    5. Using Report Designer in SQL Server Data Tools
      9m 34s
  8. 1m 2s
    1. Goodbye
      1m 2s

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SQL Server Reporting Services in Depth
3h 44m Advanced Dec 13, 2012

Viewers: in countries Watching now:

Discover how to create, manage, and deliver interactive reports—not just to print, but to dynamically explore enterprise-level data—with Reporting Services in SQL Server. In this course, author Simon Allardice concentrates on using Report Builder to build and format reports from a variety of data sources, but also shows how to perform basic administration tasks such as granting user access and organizing reports in the Report Manager. Plus, learn how to add interactive sorting and filtering functionality to your reports, and create column and pie charts to better express your data.

Note: These tutorials are applicable to both the 2008 and 2012 versions of SQL Server.

Topics include:
  • Understanding the elements of a report
  • Grouping table regions
  • Joining data from multiple tables
  • Displaying data in a matrix
  • Customizing report parameters
  • Filtering and sorting data
  • Creating charts
  • Adding sparklines and data bars
  • Creating at-a-glance reports with indicators
  • Using Maps in Reporting Services
  • Configuring report security
  • Printing and exporting reports
Subjects:
Developer Databases
Software:
SQL Server
Author:
Simon Allardice

Creating modular reports with report parts

So far, in all the reports I have created I have just been using one element per report, so one table, or one matrix, one chart or one map. It is of course much more likely that we will want to create reports that combine multiple elements at the same time, and you can just do that, just add multiple elements to the same report and configure them the way you want them. But its often very useful, particularly when learning Reporting Services, that you don't want to try and create this massive report all at once; instead, it's more useful to configure the pieces individually and combine them later.

And one way to do this is using report parts. It's a simply idea: take an element of report like a matrix or a table and just save it by itself, without the rest of the report, without titles or footers, just the table, just the chart, just the matrix, and save it to the server. And if that report part is a data region it can be saved together with its data source and dataset embedded inside it. Okay, so how do we make one? Well, to start with, we do nothing different. We still create a regular report. We add and configure elements as we have been doing all along.

But then if we look at a part of that report and think, you know, I could use this table or this matrix or this chart again, and I don't want to have to re-add and reconfigure it, I make that a report part. So, I'm in a simple Report here. It's actually the first report I created with the very straightforward Customers Table here, and I want to create that as a report part. The only other thing that I have is a text box with an address. I might actually like to publish that is a report part so it's easy to reuse, so let's see how. Now you may have seen, when the jumping around Report Builder, that there is a Report Parts button on the Insert tab, but that's not what we want here.

That's how to use existing report parts, but none exist yet; instead the button we want is the very top-left one, the circular Office button. And that is an option to Publish Report Parts. You don't actually have to have anything selected on your report, as it will tell you which parts of this currently opened report you can publish. I click that button I get two options, to either publish everything in this report as a report part with the default setting or to review them before publishing. I'll always check the second option.

This scans the currently opened report and says, okay there is only one option here that I can publish as a report part; it's that Tablix or Tablix. Now this first point add to me that it might be useful to give this a slightly better name. If I mouse over a little Informational button here, down at the bottom it'll tell me that this report part will reference and embed a data source. And that's fine. If I wanted to extract the data source and dataset out, I could actually do that by coming to this section for datasets. I'm not going to; I am just going to leave it as the Default.

However, I am going to click the little triangle to expand it, because I can add a description of this report part, and that will make it easier to find the right one later. However, before I publish this, what I want to do is change the name of this from Tablix or Tablix1 to something better. I am going to just close this window, highlight the table, and grab the left corner, and then in the Properties window, find the Name section and change it from Tablix1 to Customer Table. But I had also said that I wanted to take this Address here and also publish that as a report part, so why didn't that appear? Well, it's because you can't just publish regular text boxes; something has to be either a data region--a matrix, a table, a chart, or a map--or a rectangle.

Rectangles can be published. So, if you want to publish, say, some text that's grouped together, put it in a rectangle first. So, I am going to grab the Rectangle option from the Insert tab, just draw it on my report, then grab my text field and drag it into the rectangle. And then if I move the rectangle around, it should contain the text field inside it. That looks about right. I'll just resize it a little bit, take it back to where it was originally. But now when I come back to my Publish Report Part options, click in the second option, I should have both options here. We have got Customer Table-- I need to put in my description there-- and this Rectangle 1 here, which I can type in Address Text, change the name of it that way.

Now below this, for both of these options, it's saying that it's going to publish them to the Report Server, which is where we've been publishing all our reports, but it's going to put them in a folder called Report Parts. If that folder doesn't exist, it will be created in just a second. So, I am going to go ahead and click Publish, and I get the message that 2 published successfully. Click Close. Now that's it. We have published a couple all the Report Parts, which we can now use in other reports. So, let's see how to add them.

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