Creating the Report Server Project and the AdventureWorks2008R2_Base Report (SSRS)

1. Start BI Development Studio.

   Note

   If User Account Control (UAC) is supported and enabled on your operating system, to deploy reports to a report server, you must run BI Development Studio under elevated privileges. For more information, see Prerequisites for AdventureWorks 2008R2 Sample Reports (SSRS).

2. Create a new Report Server project named AdventureWorks 2008R2 Sample Reports.

   Note

   If you have installed the AdventureWorks 2008R2 Sample Reports from CodePlex, use a unique name for the Report Server project to avoid naming conflicts.

3. Open the property pages for the project. Do the following:

   1. Set TargetDatasetFolder to AdventureWorks 2008R2/Datasets.

   2. Set TargetDataSourceFolder to AdventureWorks 2008R2/DataSources.

   3. Set TargetReportFolder to AdventureWorks 2008R2.

   4. Set TargetReportPartFolder to AdventureWorks 2008R2/ReportParts.

   5. Set TargetServerURL to your report server or SharePoint site. For example, http://<servername>/reportserver.

   6. Verify that TargetServerVersion is SQL Server 2008 R2.

4. Accept the other default values and create the project.

1. In Solution Explorer, right-click the Reports folder, point to Add, and then click New Item.

2. In Templates, click Report.

3. Set Name to AdventureWorks2008R2_Base.rdl.

4. Click Add.

1. In Solution Explorer, create a project shared data source for the AdventureWorks database.

   1. Set Name to AdventureWorks2008R2.

   2. Build a connection string that is similar to the following:

      Data Source=(servername); Initial Catalog=AdventureWorks2008R2

   3. Specify credentials.

2. In the Report Data pane, add a report data source reference that points to the project data source.

3. Change Name to AdventureWorks2008R2.

4. Select Use shared data source reference, and click AdventureWorks2008R2.

1. From the Report Data pane, add a parameter named ShowAll.

2. On the General page, change Prompt to Show all information?

3. Change Data type to Boolean.

4. On the Default Values page, select Specify values.

5. Add a value and set it to false.

After parameters are published to a report server or SharePoint site the first time, you cannot overwrite parameter properties from BI Development Studio. By design, published parameters are managed only on the report server. To change a property value after it is published, you must update the property directly on the report server, or delete the report and deploy it again.

1. From the Report menu, add a page header.

2. In the Report Data pane, add an image. Navigate to the project folder and select AdventureWorksLogo.jpg.

3. Drag the image to the page header.

4. In the Image Properties dialog box, set Name to Logo.

5. Verify that the image source is Embedded.

6. After you add the image, drag the image handles to expand the size to about 2.5in by .5 in.

7. In the Report Data pane, expand Built-in Fields, and drag Report Name to the right side of the page header. Format as needed.

8. Drag the bottom of the page header up to remove extra white space.

1. Add a page footer.

2. In Footer Properties, clear the option Print on first page.

3. Add a text box with the following text: <Replace with description.>.

4. Change the Name of the text box to tbDescription.

5. Expand the size of the text box to fill the page footer.

6. Select the text box.

   Note

   The first click in a text box puts you in edit mode. To select the text box after you are in edit mode, press ESC. For more information, see Report Design Tips (Report Builder 3.0 and SSRS).

7. In Text Box properties, on the Visibility page, select Show or hide based on an expression, and add the following text: =NOT Parameters!ShowAll.Value.

Use the NOT operator because visibility sets the Hidden property on the text box. For the user, the parameter @ShowAll is defined as a positive action. When @ShowAll is true, the text is not hidden.

1. Click the report background to display Report Properties in the Property pane.

2. Locate Description, and copy and paste the description text from the previous step.

After description text is published the first time, you cannot overwrite the report Description property from BI Development Studio. To change a property value after it is published, you must update the property directly on the report server or SharePoint site, or delete the report and deploy it again.

1. At the top, left of the report, below the page header, add a text box with the following text:

   Click + to view the scenario story.

2. Change the Name of the text box to tbToggle.

3. Style the font as needed.

1. At the top, right of the report, below the page header, add a text box.

2. Change the Name of the text box to tbScenario.

3. In the text box, enter the following text: <Replace with the scenario story for this report.>.

4. On the Text Box properties, Visibility page, in When the report is initially run, select Hide.

5. Select Display can be toggled by this report item.

6. From the drop-down list, select tbToggle.

In later lessons, you will create scenario text for each report, and add links from specific words in the text to bookmarks on related report items.

1. Remove or minimize extra white space in the report by making report items adjacent and dragging the edges of the report next to the edges of the report items.

2. Right-click the background area of the report design surface, and then click Ruler.

3. From the Report menu, open Report Properties.

4. On the Page Setup page, do the following:

   1. Change Width to 7.9375 in.

   2. Verify that the Right and Left margin are no greater than 1 in.

5. Use the ruler to verify that the page is now less than 7 in.

1. Preview the report.

2. Verify that the report runs automatically,

3. On the report viewer toolbar, verify that ShowAll has True and False radio buttons. By default, the value is False.

4. In the page header, the logo and the report name appear.

5. One text box with a toggle appears. When you click the toggle, the scenario text appears.

6. When you set ShowAll to True and run the report, the description appears in the footer.

1. In Solution Explorer, right-click the project, and then click Deploy. Check for errors on the status line of the BI Development Studio or in the Output pane.

   Note

   Because the report depends on a shared data source, the first time you deploy the report, you must deploy the entire project. In later tutorials, you can deploy reports individually.

2. In a browser, navigate to the report server or SharePoint site, for example, https://localhost/reports or http://SharePointsite/subsite/reports.

3. Verify that the shared data source and the report appears in the specified folders.

4. Verify that the description for the report appears.

5. Edit the shared data source to use credentials that work from the report server. In the base report, you do not retrieve data from AdventureWorks so the report runs without error. The remaining tutorials require that the credentials to the data source work from the report server or SharePoint site.

6. Verify that the report runs.