Hour 2: Report using Wizard

Introduction

 
In this article, we will see how to create a report using a wizard.
 
Database Setup
  • Create a database called "SSRSDemo".
  • Execute the attached .sql file in the preceding database

Create SSRS Report using Wizard 

 
The following describes how to create a report using a wizard.
 
Step 1
  • Click on the "Start" button.
  • Go to "All Programs".
  • Expand "Microsoft Visual Studio 2012".
  • Click on "Visual Studio 2012".

    Visual Studio 2012
Step 2
  • And you will have a "Start Page" of Visual Studio 2012.

    Start Page
Step 3
  • Click on the "File" Menu.
  • Expand "New".
  • Click on "Project…" to create a new project.

    Project
Step 4
  • Expand "Business Intelligence" under the Installed Templates from the left panel.

  • Click on "Reporting Services".

  • Select "Report Server Project Wizard" from the center panel.

  • Provide your desired name for the project.

  • Select an appropriate location for where you want to save this project.

  • Check the "Create directory for solution" checkbox to create a separate directory for this solution.

  • Click on the "OK" button.

    Reporting Services
Step 5
  • Check the "Don"t show this page again" checkbox if you do not want this wizard to show this page.
  • Click on the "Next" button.

    Next
Step 6
  • Select the "New data source" radio button.
  • Give the desired name of the data source.
  • Select "Microsoft SQL Server" from the "Type" drop down list.
  • Click on "Credentials…" for the connection string.

    Test Connection
Step 7
  • Select the Server name of your local machine.
  • Select the "Use SQL Server Authentication" radio button.
  • Provide a SQL Server Authentication User name.
  • Enter the password in the password text box.
  • Check the "Save my password" checkbox if you want to save your credentials.
  • Select the "Select or enter a database name:" radio button.
  • Select the database to which you want to set the connection.
  • Click on the "Test Connection" button to ensure the connection can be established.

    OK
Step 8
  • Once it has succeeded, click on the "OK" button.

    test connection succeed
Step 9
  • Verify the connection string in the connection string text box.
  • Check the "Make this a shared data source" check box to make this data source a shared data source.
  • Click on the "Next" button.

    Make this a shared data source
Step 10
  • Click on the "Query Builder…" button to design a query.

    Query Builder
Step 11
  • Right-click on the query designer.

    Add Table
Step 12
  • Click on the "Add Table…" menu item to add table/s.

    Add
Step 13
  • Select the table from which you want to retrieve data.
  • Click on the "Add" button.

    Select table
Step 14
  • Select the column/s you want to show in the report.

    Select column
Step 15
  • Verify the query string.
  • Click on the "Next" button.

    Verify the query string
Step 16
  • Select the "Tabular" radio button.
  • Click on the "Next" button.

    Tabular
Step 17
  • If you select the "Matrix" radio button, the report pattern looks as in this.

    Matrix
Step 18
  • Select the field/s from the "Available fields:" list.
  • Click on the "Details>" button.

    Details
Step 19
  • This will add the field/s into the "Displayed fields:" list.

    Displayed fields
Step 20
  • Select the table style.

    Select the table style
Step 21
  • The following styles are available to select for your report.

    select for your report
Step 22
  • Click on the "Next" button.

    Click on Next
Step 23
  • Provide an appropriate name for your report.
  • Verify "Report Summary".
  • Click on the "Finish" button.

    Report Summary
Step 24
  • In "Design" mode your report looks as in this.

    Design
Step 25
  • Click on the "Preview" tab to preview your report.

    Preview
Now a simple report is ready using the report project wizard.
Author
Akshay Patel
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