Report Builder 3.0 Getting Started                                     Brad Imotichey
Report Builder 3.0 Getting StartedReport Builder 3.0 is a reportauthoring environment for businessusers who prefer to work...
Report Builder 3.0 Getting StartedWhen you design a report, you specify where to get the data, what data to get, andhow to...
Report Builder 3.0 Getting StartedReport Building WorkFlow                                  Requestor                     ...
Report Builder 3.0 Getting StartedDB Widget WorkFlow                                                                      ...
Report Builder 3.0 Getting Started         Planning Your ReportWhat format do you want the report to appear in?You can ren...
Report Builder 3.0 Getting Started        Data Sources Report building begins with a Data Source a.k.a. data connection. A...
Report Builder 3.0 Getting Started      Report Models A report model is a user-friendly description of an underlying datab...
Report Builder 3.0 Getting Started       Designing Reports Create table reports for column-based data. Matrix reports (lik...
Report Builder 3.0 Getting Started       Managing Reports Save the report to your computer or to the report server (Report...
Report Builder 3.0 Getting Started         Resources ITSM Report Builder Training: https://www.mc.vanderbilt.edu/itsm/pega...
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Report Builder 3.0 - Getting Started

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Report Builder 3.0 - Getting Started

  1. 1. Report Builder 3.0 Getting Started Brad Imotichey
  2. 2. Report Builder 3.0 Getting StartedReport Builder 3.0 is a reportauthoring environment for businessusers who prefer to work in theMicrosoft Office-like environment. Features such as• Sparklines• Data bar indicators• Data visualizations• The ability to save report items as report parts• A wizard for creating maps Requirements• Aggregates of aggregates • “Report Builder” Account in Report Central• Enhanced support for expressions • Report Builder 3.0 & .NET framework • A data source / data connection • Microsoft IE 7 or higher Resource http://technet.microsoft.com/en-us/library/dd220460.aspx Brad Imotichey
  3. 3. Report Builder 3.0 Getting StartedWhen you design a report, you specify where to get the data, what data to get, andhow to display the data.When you run the report, the report processor takes all the information you havespecified, retrieves the data, and combines it with the report layout to generate thereport.You can preview your reports in Report Builder, or you can publish your report to areport server (Report Central) where others can run it. Brad Imotichey
  4. 4. Report Builder 3.0 Getting StartedReport Building WorkFlow Requestor Meet Submit Pegasus Requestor, Data Request "REPORT SME, RC SME Meet Requestor CENTRAL - BUILD A to define Person initiating the Request to Build Reports REPORT" Requirements most cases the "Report Builder" Can the requirements be satisfied without RC Report Builder Developer Resources? Person Builds the Reports Meet RC SME Refine Scope & Determine RC SME Configures Development RC for a Report Data SME Resources. No Yes Builder Data Subject Matter Expert. Extensive Knowledge of the data. PSC Report BuilderRC SME Submit to PSC andReport Central Subject Matter Expert. follow NCS Project Report Builder Processes creates ReportsExtensive Reporting Services Knowledge Brad Imotichey
  5. 5. Report Builder 3.0 Getting StartedDB Widget WorkFlow Data Sources Data Source Connected to “Report Central” Report Central Report Central Create Summary Report to Widget Spec Build Reports using Report Builder. Save the Report to Report Central. Real-time Updates Publish Reports Dashboard CSI will connect the Report to NCS 1 Report Viewer Dashboard. 2 Dashboard 3 4Real-time UpdatesAnytime you update the report thewidget will be updated. Brad Imotichey
  6. 6. Report Builder 3.0 Getting Started Planning Your ReportWhat format do you want the report to appear in?You can render reports online (IE is the only browser fully supported) or export them to other formats such as Excel, Word, or PDF.What structure do you want to use to present the data in the report?Tabular, matrix, chart, free-form structures, or any combination of these.What do you want your report to look like?Highlight key information, help your audience navigate the report, and so on. You might also want to show or hide items, include drill-through reportsor sub-reports, or link to other reports.Do you need to create your own calculations?Sometimes, data source and datasets do not contain the exact fields needed. In this situation, you might have to create your own calculated fields.For example, you might want to multiply the price per unit times the quantity to get a sales amount.How are you going to deliver your report?You can save your report to your local computer and continue to work on it, or run it locally for your own information. However, to share your reportwith others, you need to save the report to a Report Server (Report Central). Saving it to a server lets others run it whenever they want to.Alternatively, the report server administrator can set up a subscription to the report or set up e-mail delivery of the report to other individuals. You canhave the report delivered in a specific export format. Brad Imotichey
  7. 7. Report Builder 3.0 Getting Started Data Sources Report building begins with a Data Source a.k.a. data connection. A data connection includes a name and connection properties. A data connection does not specify which data to retrieve from the external data source. Example: Data Source=localhostMSSQL10_50.InstanceName; Initial Catalog=AdventureWorks Either a data connection must exist or you must supply one. A reporting services administrator will set up the connection for you if you need assistance. Brad Imotichey
  8. 8. Report Builder 3.0 Getting Started Report Models A report model is a user-friendly description of an underlying database, with pre- established data relationships and auto-generated queries. Report models can be used as data sources for reports created Report Builder 3.0. A report model is an additional layer of information that maps database tables and views into concepts that are meaningful to business users. A well-designed report model should reflect the information that business users want to report on organized in a meaningful way. Administrators create report models and then publish them to a report server (Report Central). Report models can be managed just like other shared data sources. The purpose of a report model is to remove the need for specialized knowledge of the underlying database schema and query language. Report models manage building queries, data source connections and authentication, expressions, filters, and parameters for the user, allowing business users to focus on report design. Brad Imotichey
  9. 9. Report Builder 3.0 Getting Started Designing Reports Create table reports for column-based data. Matrix reports (like cross-tab or PivotTable reports) for summarized data. Chart reports for graphical data. Free-form reports for anything else. Report from a variety of data sources. Build reports using data from any data source type that has a Microsoft .NET Framework-managed data provider, OLE DB provider, or ODBC data source. Modify your data by filtering, grouping and sorting data, or by adding formulas or expressions. Add charts, gauges, sparklines, and indicators to summarize data in a visual format, and present large volumes of aggregated information at a glance. Use parameters and filters to filter data for customized views. Embed or reference images and other resources, including external content. Brad Imotichey
  10. 10. Report Builder 3.0 Getting Started Managing Reports Save the report to your computer or to the report server (Report Central > “My Reports”), where you can manage it and share it with others. Identify who can run your reports using Active Directory groups and users. Choose a presentation format when you open the report, or after you open the report. You can select Web-oriented, page-oriented, and desktop application formats. Formats include HTML, MHTML, PDF, XML, CSV, TIFF, Word, and Excel. Set up subscriptions. After you publish the report to the report server (Report Central) you can configure your report to run at a specific time, create a report history, and set up e-mail subscriptions. Request to create a NCS Dashboard Widget from your summarized report. Brad Imotichey
  11. 11. Report Builder 3.0 Getting Started Resources ITSM Report Builder Training: https://www.mc.vanderbilt.edu/itsm/pegasus/train/reports/? Microsoft TechNet Report Builder 3.0: http://technet.microsoft.com/en-us/library/hh272667.aspx Report Builder 3.0 video tutorial: http://www.youtube.com/watch?v=_QULbEFizhA Pegasus Request to Build Reports: https://pegasus.mc.vanderbilt.edu/NewRequest.aspx?id=43 *At minimum please provide information on the Data Source you wish to work with. “Report Central”: https://reportcentral.mc.vanderbilt.edu/Reports Brad Imotichey

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