Sunday, January 12, 2014

2 Data Region with Query Datasource


Query Based Reporting with 2 tables

1.       Generate Query – Add CustTable first, and CustTrans to the datasource of CustTable

2.       Create a Visual Report Model Project, add a new dataset, in the dataset property, selected the query created.

3.       Create Design, drag and drop the dataset to the design,

4.       Create Group, first drag and drop the CustGroup field, then AccountNum, in the header node of AccountNum group, add currency, party to the row. This grouping is first grouped by CustGroup, then by AccountNum, in the AccountNum row, the report lists Currency, Party …

5.       Add a second data region, right click on the “TransActionDetail” design, add Pie.

6.       In the Pie – Data, add Field AmountMST, add CustGroup to the Series

7.       Deploy the report.

SSRS Report from Query


Query based Reporting

1.       Generate Query – Add table to the query, add fields

2.       Create a JOB to run the query to test if the data was displayed correctly

3.       Create a Visual Studio Project, select “Report Model” as project type

4.       Add a new dataset to the “Datasets”, set dataset property to Query

5.       Right click on the design, select auto-design. Fields are automatically created.

6.       Add a table to the auto-design (Dataset)

7.       Preview the report by right clicking on the auto-design – preview.

8.       To group the report by a certain field, drag and drop that field from the dataset to the “Groupings” under the table.

9.       Add Range, From AOT, drag and drop a field to the “Range”, refresh the dataset on the Visual Studio, the parameter Products_DynamicParameter adds the select button to the report dialog.

10.   Deploy the report, in AOT, right click the report “Deploy Element”.

11.   Create a menu for the report, create a menu item in the output folder. The menu item links to the newly created report.