'Tripod' as Product, CAST(1350.00 AS money) AS Sales, 18 as Quantity UNION SELECT CAST('' AS date) as SalesDate, 'Accessories' as Subcategory, 'Carrying Case' as Product, CAST(9924.60 AS money) AS Sales, 68 as Quantity SELECT CAST('' AS date) as SalesDate, 'Accessories' as Subcategory, Paste the following Transact-SQL query into the blank upper box. The text-based query designer displays a query pane and a results pane.
For this tutorial, you will use the text-based query designer.Ĭlick Edit As Text. On the Design a query page, the relational query designer is open. In a business environment, a query would not contain the data. In this tutorial, the query contains the data values, so that it does not need an external data source. In this tutorial, you will create an embedded dataset. In a report, you can use a shared dataset that has a predefined query, or you can create an embedded dataset for use only in this one report. You are back on the Choose a connection to a data source page, with your new data source selected. The message "Connection created successfully" appears.
To verify that you can connect to the data source, click Test Connection. Enter the credentials that you need to access the external data source.Ĭlick the General tab again. For more information, see Prerequisites for Tutorials (Report Builder).Ĭlick the Credentials tab. In Connection string, type the following text, where is the name of an instance of SQL Server: Data Source=īecause you will use a query that contains the data instead of retrieving the data from a database, the connection string does not include the database name. In Select a connection type, verify that Microsoft SQL Server is selected. In Name, type Product_Sales a name for the data source. The Data Source Properties dialog box opens. The Choose a connection to a data source page opens.Ĭlick New. On the Choose a dataset page, select Create a dataset, and then click Next. To learn more about using a shared data sources, see Alternative Ways to Get a Data Connection (Report Builder). In this tutorial, you will use an embedded data source. To specify a data connection, you can use a shared data source from the report server or create an embedded data source that is used only in this report. Usually, you get the connection information and the type of credentials to use from the data source owner. Specify a Data Connection in the Table WizardĪ data connection contains the information to connect to an external data source such as a SQL Server database.
In the right pane, select Table or Matrix Wizard.ġa. In the left pane, verify that New Report is selected. If you don't see the New Report or Dataset dialog box, on the File menu > New. The New Report or Dataset dialog box opens. Start Report Builder either from your computer, the Reporting Services web portal, or SharePoint integrated mode. In this tutorial, you will be using report design mode. In shared dataset design mode, you create dataset queries to share with others. In report design mode, you specify data in the Report Data pane and the report layout on the design surface. There are two modes: report design and shared dataset design. Create a Report using a wizardĬreate a table report with the Table or Matrix wizard. Requirementsįor more information about requirements, see Prerequisites for Tutorials (Report Builder). The following illustration shows the report you will create.Įstimated time to complete this tutorial: 20 minutes. This tutorial teaches you to create a basic table report based on sample sales data.
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