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Microsoft SQL Server 2016 and 2017 Reporting Services

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Microsoft SQL Server 2016 and 2017 Reporting Services

This 4 day course is intended for students who need to learn and understand the full reporting lifecycle of designing, managing, and accessing reports in a Microsoft SQL Server 2016 or 2017 environment.

No prior knowledge of the subject matter is assumed. However, students should ideally be familiar with basic programming concepts, and understand the fundamental design of relational databases and data normalization. Some prior working knowledge of SQL Server 2014 (or previous version), and the use of SQL Server Management Studio, is assumed. Attendees should additionally be familiar with the SQL query language, in particular the SELECT statement used for retrieving data. The course, “Microsoft SQL Server: Querying Data for Report Developers”, would be an ideal primer for anyone considering taking this course.

Days 1 and 2 will familiarise attendees with the Reporting Services development tools used to create and author reports, and will enable students to design initially basic, then more complex, reports. All of the data regions utilised in report design are covered here including tables, matrices, lists, and charts. Interactive features such as drilldown and drill-through reports are also covered in this section, as are the implementation and use of report parameters.

Day 3 builds upon the knowledge gained over the previous two days by covering advanced report design concepts, such as making reports more dynamic (for example, allowing users to interactively select groups for a matrix using parameters), alternating background colours for table rows, and other handy tips to enable developers to design truly professional reports. We round off the development phase of the reporting lifecycle by considering the implementation of mobile reports and KPIs.

Day 4 of the course deals more specifically with the role of the Report Server itself. Here, students will learn how to deploy reports to a Report Server, manage Report Server content, handle subscriptions, and control access to reports.

Concise coverage of the subject matter is augmented with plenty of hands-on exercises to facilitate the learning process and to enable students to quickly gain confidence in using Reporting Services. Additionally, with the course structure being fully modularised, customised versions of this course can also be devised and delivered.

Upon successful completion of this course, students will be able to:

 

  • Understand the Reporting Services Architecture and Report Lifecycle
  • Create and Edit Reports using Tables, Matrices, and Lists
  • Use Expressions to Enhance Report Capabilities
  • Enhance Reports by Implementing Interactive Features
  • Incorporate Charts, Indicators, and other Graphical Features into Reports
  • Work with Data Sources and Datasets
  • Understand Advanced Report Design Concepts
  • Implement Mobile Reports and KPIs
  • Set up Report Publishing and Execution Settings
  • Manage Report Server Content with the Reporting Services Web Portal
  • Distribute Reports with Subscriptions
  • Secure Report Server Resources

DAY 1 & 2: REPORT DEVELOPMENT

 

1. Introduction to SQL Server Reporting Services

Overview of Reporting Services The Reporting Life Cycle

Reporting Services Architecture

Reporting Services Tools

 

2. Authoring Reports – Getting Started

Introduction to SQL Server Data Tools (SSDT)

Creating a Report Project

The Report Designer Environment

Table Reports

Grouping and Aggregating Data

Sorting Data

Using a Matrix

Using a List

Using Text Boxes, Lines, and Images

Formatting Reports

Page Breaks

Report Headers and Footers

Implementing Expressions

Using Variables

 

3. Enhancing Reports

Controlling Layout with Rectangles

Interactive Sorting

Drill-Down Reports

Document Maps

Bookmarks

 

4. Working with Parameters

Using Parameters to Restrict Query Results

Using Parameters to Filter Report Data

Creating Dynamic Parameter Lists

Cascading Parameters

Displaying User Selected Parameters in a Report

Subreports

Drill-Through Reports

 

5. Visualizing Data

Working with Charts

Gauges

Indicators and KPIs

Data Bars

Spark Lines

 

6. Using Report Builder

Overview of Report Builder

Designing a Report in Report Builder

Implementing Report Parts

 

DAY 3: ADVANCED REPORT DEVELOPMENT

 

7. Advanced Report Design

Implementing Maps with Spatial Data

Embedding Code in Reports

Creating Templates

Using Parameters with a Stored Procedure

Dynamic Data Sources and Datasets

Dynamic Grouping

Hiding/Showing Columns

Adjacent Groups

Recursive Hierarchy Grouping

Alternating Background Colours

Compact Grouping Layout

Handling the Absence of Data in a Report

 

8. Implementing Mobile Reports

Overview of Mobile Reports

Creating a Mobile Report

Publishing a Mobile Report

Creating a KPI

Creating a Drill-Through Mobile Report

 

DAY 4: REPORT SERVER MANAGEMENT

 

9. Deploying Reports

Configuring Reporting Services

Deploying Reports

Introduction to the Reporting Services Web Portal

Executing Reports on Demand

 

10. Managing the Report Server

Managing Report Server Content

Linked Reports

Managing Data Source Properties

Caching Reports

Report Snapshots

Report History

The My Reports Folder

Rendering Reports to Different Formats

 

11. Distributing Reports with Subscriptions

Introduction to Report Subscriptions Creating a Standard Subscription

Creating a Data-Driven Subscription

Managing Report Subscriptions

 

12. Controlling Access to Report Server Content

Securing Report Server Content

Implementing Data Security

Using URL Access to Display a Report