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Lesson 2: Modifying the Report Data Source Properties

In this lesson, you will use Report Manager to select a report that will be delivered to recipients. The data-driven subscription that you will define will distribute the Sales Order report created in the tutorial Create a Basic Table Report (SSRS Tutorial). In the steps that follow, you will modify the data source connection information used by the report to get data. Only reports that use stored credentials to access a report data source can be distributed through a data-driven subscription. Stored credentials are necessary for unattended report processing.

You will also modify the dataset and report to use a parameter to filter the report on the [Order] so the subscription can output different instances of the report for specific orders and rendering formats.

In this topic:

To Modify the Data Source Properties

  1. Start Report Manager (SSRS Native Mode) with administrator privileges, for example, right-click the icon for Internet Explorer and click Run as administrator.

  2. Browse to the folder containing the Sales Orders report and in the context menu of the report, click Manage.

    Open the report context menu and select manage
  3. Click the Data Sources tab.

  4. For Connection Type, select Microsoft SQL Server.

  5. The custom data source connection string will be the following and it assumes that the sample database is on a local database server:

    Data source=localhost; initial catalog=AdventureWorks2012
    
  6. Click Credentials stored securely in the report server.

  7. Type your user name (use the format domain\user) and password. If you do not have permission to access the AdventureWorks2012 database, specify a login that does.

  8. Click Use as windows credentials when connecting to the data source, and then click OK. If you are not using a domain account (for example, if you are using a SQL Server login), do not click this checkbox.

  9. Click Test Connection to verify you can connect to the data source.

  10. Click Apply.

  11. View the report to verify that the report runs with the credentials you specified. To view the report, click the View tab. Note that once the report is open, you must select an Employee name and then click the View Report button to view the report.

  12. Arrow icon used with Back to Top link Top

To Modify the AdventureWorksDataset

  1. Open the Sales Orders report in SQL Server Data Tools

  2. Right-click the dataset AdventureWorksDataset and click Dataset Properties.

  3. Add the statement WHERE (UPPER(SalesOrderNumber) =UPPER(@OrderNumber) or @OrderNumber IS NULL) before the Group By statement. The full query syntax is the following:

    SELECT soh.OrderDate AS Date, soh.SalesOrderNumber AS [Order], pps.Name AS Subcat, pp.Name AS Product, SUM(sd.OrderQty) AS Qty, SUM(sd.LineTotal)  AS LineTotal
    FROM Sales.SalesPerson AS sp INNER JOIN
      Sales.SalesOrderHeader AS soh ON sp.BusinessEntityID = soh.SalesPersonID INNER JOIN
       Sales.SalesOrderDetail AS sd ON sd.SalesOrderID = soh.SalesOrderID INNER JOIN
       Production.Product AS pp ON sd.ProductID = pp.ProductID
    INNER JOIN
       Production.ProductSubcategory AS pps ON pp.ProductSubcategoryID = pps.ProductSubcategoryID 
    INNER JOIN
        Production.ProductCategory AS ppc ON ppc.ProductCategoryID = pps.ProductCategoryID
    
    WHERE (UPPER(SalesOrderNumber) =UPPER(@OrderNumber) or  @OrderNumber IS NULL)
    
    GROUP BY ppc.Name, soh.OrderDate, soh.SalesOrderNumber, pps.Name, pp.Name, soh.SalesPersonID
    HAVING (ppc.Name = 'Clothing')
    
  4. Click OK

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To Add a Report Parameter and Republish the Report

  1. In the Report Data pane click New and then click Parameter...

  2. In Name, type OrderNumber.

  3. In Prompt, type OrderNumber.

  4. Select Allow blank value ("").

  5. Select Allow null value.

  6. Click OK. The parameter will be added to the Report Data pane and it will look like the following image:

    The new parameter is added to the Report Data pane
  7. Click the Preview tab to run the report.Note the parameter input box at the top of the report. You can either:

    • Click View Report to see the full report without using a parameter.

    • Unselect the Null option and type an order number, for example so71949 to view only the one order in the report.

        

      Report viewer with parameter area visible
  8. Re-deploy the report so the subscription configuration in the next lesson can utilize the changes you made in this lesson. For more information on the project properties used in the table tutorial, see section ‘To Publish the Report to the Report Server (Optional)’ of Lesson 6: Adding Grouping and Totals (Reporting Services).

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To Re-deploy the Report

  1. Re-deploy the report so the subscription configuration in the next lesson can utilize the changes you made in this lesson. For more information on the project properties used in the table tutorial, see section ‘To Publish the Report to the Report Server (Optional)’ of Lesson 6: Adding Grouping and Totals (Reporting Services).

  2. On the toolbar click Build and then click Deploy tutorial.

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You successfully configured the report to get data using stored credentials. Next, you specify the subscription using the Data-Driven Subscription pages in Report Manager. See Lesson 3: Defining a Data-Driven Subscription.

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