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MS55123 - Writing Reports with Report Builder and SSRS Level 1 (MS55123)

  • Overview
  • Who Should Attend
  • Certifications
  • Prerequisites
  • Objectives
  • Content
  • Schedule
Course Overview

Duration : 2 Days

In this 2-day course, students will continue their learning on the foundations of report writing with Microsoft® SQL Server® Report Builder and SSRS. The focus will be on report writing by connecting to a database and manipulating the data for presentation including: creating table and matrix reports, formatting reports, grouping report data, creating simple and complex expressions, displaying aggregated data, sorting and filtering data, charting data, and preparing reports for printing and exporting. Report Builder 3.0 is available for Microsoft® SQL Server® versions 2014, 2012, and 2008 R2.

Who Should Attend

  • The primary audience for this course are persons who are new to reporting with Microsoft® SQL Server® Report Builder and SSRS, persons who are transitioning from another reporting software application, and persons who are existing Report Builder and SSRS report authors.

  • The secondary audience for this course are persons who are using Report Designer (SSRS).

  • Course participants may be business analysts, programmer analysts, data analysts, database administrators, or IT professionals and may or may not have experience with Microsoft® SQL Server® Report Builder and SSRS, programming (Visual Basic), and/or Transact-Structured Query Language (T-SQL) experience.


Course Certifications

This course is part of the following Certifications:


  • Familiarity with Windows.

  • Creating and navigating folders.

  • Opening programs.

  • Manipulating windows.

  • Copying and pasting objects.

  • Formatting text.

  • Saving files.

  • Microsoft® Office Access 2013: Level 1 or have equivalent experience with basic database concepts.

Course Objectives

After completing this course, students will be able to:

  • Navigate the Report Builder Environment

  • Create table reports

  • Format reports

  • Create basic and complex expressions

  • Group report data

  • Create matrix reports.

  • Sort and filter data.

  • Summarize data with charts.

  • Print and export reports.

Course Content

Module 1: Exploring the Report Builder Environment

This module introduces the Report Builder appliaction and its features. You will explore the Ribbon and its Tabs, COmmandm groups , and  Commands , the available Window panes for creating and manipulating reports and the report deisgn surface usign Design and Run Modes.


  • Introducing the Report Builder Environments
  • Working with Existing Reports

Lab : Exploring the Report Builder Applciation

  • Navigating the Ribbon and Window panes
  • View Existing Reports in Design and Run Modes
  • Describe and navigate the graphical elements of the Report Builder application 
  • Work with existing reports and navigate between Design and Run modes


Module 2 : Adding Data to Table Reports

This module introduces how to populate a report with data and display that data in a table data region on the report . We will begin with defining the data source and continue with query building through data sets to bring data into the report . Next , we will explore the elements of the tablix  data region including rows , columns , cells , handles , and field choosers , you will use in displaying your data


  • Create Report Data Sources
  • Create Report Datasets
  • Work with the Tablix Data Region
  • Create a Table Report

Lab : Creating Table Reports

  • Create Queries Using the Report Builder Query Designer
  • Create Queries Using the Report Builder Query Designer
  • Create Table Relationship Using Query Deisgner 
  • Create a Table Report Using Multiple Tables
  • Create report data sources
  • Create report datasets
  • Work wiith the tablix data region
  • Create a table report


Module 3 : Formatting Data and Ceating Expressions in Reports

This module introduces report formatting techniques which allow a areport writer to control how and where data displays in the report.Additional data may also be required and this can be accomplished by adding data from a source or adding a calculated field to the dataset. Simple and complex expressions will also be introduced in this topic


  • Formatting Reports
  • Sorting and Filtering Report Data
  • Adding Data to a Dataset
  • Creating Simple Expressions
  • Creating Complex Expressions

Lab : Formatting Reports 

  • Format Tablix Columns
  • Format Data in a Tablix Cell Using Properties
  • Format Data in a Tablix Cell Using Simple and Compex Expressions
  • Sort Data Using Expressions
  • Use Simple and Complex Expressions to Display Data in a Tablix
  • Format data in a report using the Report Builder Properties dialog boxes
  • Add data to a report and make changes to column names in dataset query
  • Format data in a report using simple and complex expressiosn
  • Display data in a report using simple and complex expressions.


Module 4 : Grouping Report Data

This module introduces data groupsing in reports using dataset fields and using expressions . This module also discusses group hierachies and adding aggregates to summarize grouped data.


  • Group Data in Reports
  • Group Data Using an Expression
  • Creating Subgroups and Group Aggregates

Lab : Creating Reports with Groups and Aggregates 

  • Display Grouped Data in a Report
  • Create a Group Hierachy in a Report
  • Group Data Using a Complex Expression
  • Add Aggregates to Tablix Rows
  • Configuring a Reference Image
  • Group data in reports using fields
  • Group data in reports using expressions
  • Create group hierachies
  • Aggregate grouped data in a reports


Module 5 : Matrix Reports

This module introduces matrix data regions which are used in reports to contorl how crosstabular data can be used . While table reports reply on rows and columns , matrix reports rely on row groupings , column groupings and aggregated values


  • Creating and Modifying Matrix Data Regions
  • Creating and Modifying Column Groups

Lab : Creating Matrix Reports

  • Create Matrix Reports
  • Create Columns Groups
  • Use Expression to Sort Group Data 
  • Use Expressions to Display Group Names
  • Create Matrix Reports with Group Hierachies
  • Desccribe the key features of using a matrix in a report
  • Create and modify matrix reports
  • Define column hierachies
  • Use expressisons to define matrix headings and sort orders

Module 6 : Charts

This module introduces the ability to create and add charts to reports. Whether through wizard or individual effort , chart reports or charts as report components allow us to visualize data with or without the details.


  • Create and Modify Chart Wizard Reports
  • AddCharts to Existing Reports
  • Modify Charts in Reports

Lab : Creating Charts and Cahrt Reports

  • Create a Chart Wizard Report
  • Add a chart to Existing Report
  • Use Expression in Charts
  • Describe key features of charts 
  • Create charts using the Chart Wizard and the Ribbon
  • Modify chart data and the formatting of chart elements
  • Use expression n charts


Module 7 : Printing and Exporting Reports

This module introduces report printing and exporting . Reports can be created for electronic display , paper display , or display in another appication . This module covers the basics of those three scenarios.


  • Print Features and Print Options
  • Export Reports

Lab : Printing and Exporting Reports 

  • Exploring Page Layout view , Report formatting , and page Setup Options
  • Exporting Reports
  • Describe the key features of electronic reporting vs print reporting
  • Prepare a report for paper printing 
  • Export reports in supported formats

Additional Reading 


Course ID: MS55123

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