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Microsoft Dynamics SQL Server Reporting Services Training
Introduction
This two day Microsoft Dynamics training is designed as an in depth training on the SQL Reporting Services in Microsoft Dynamics NAV context.
This training will provide students with all necessary knowledge on SQL Reporting Services and how to make benefit of this tool with Microsoft Dynamics NAV context.
 
Course Outline
Chapter 1: Introduction
In this chapter we introduce Reporting Services. What is Reporting Services? What are common scenarios and how we can use Reporting Services. You also get a general overview on how you can create, manage and deliver Reports. The components and tools that are a part of Reporting Services are also introduced.

Lessons:

  • Introducing SQL Server Reporting Services
  • Reporting Services Scenarios
  • Creating, Managing, and Delivering Reports Overview
  • Reporting Services components and tools
Chapter 2: Installation & Configuration
In this chapter we will go over the installation procedure and options for Reporting Services. We also explain how the report server can be configured and how the report samples can be installed.

Lessons

  • Install client and server components on a single computer
  • Configure Report Server & install samples
Chapter 3: Reporting Services Concepts
In this chapter the reporting services concepts like for example report definition, report snapshot, rendered report, report model, linked report, parameterized report, report server administrator, folder hierarchy are explained.

Lessons:

  • Understanding Reporting Services Concepts
Chapter 4: Creating a Basic Report
Here we will go into detail and explain how you create new reports using the Business Intelligence Studio Designer that comes with Reporting Services. 
We will start by creating a report server project and then creating a new report. Then we will setup the connection information and define a query for the report. 
After that the layout of the report needs to be defined (table, matrix, chart). 
At the end we can preview the basic report.

Lessons:

  • Creating a List Report
  • Creating a report using a Table
  • Creating a report using a Matrix
  • Introducing the Tablix
  • Adding a Chart to a report
  • Using a Gauge
Labs:

  • Create a Customer Listing report
  • Create an Inventory Matrix report
Chapter 5: Adding Grouping, Sorting, and Formatting to a Basic Report
In this chapter the basic report created in the previous chapter will be refined by adding grouping, sorting, totals, subtotals and formatting options. Now we are ready to publish the report to the report server.

Lessons:

  • Adding Grouping to a report
  • Adding Sorting to a report
  • Adding Formatting to a report
  • Adding Totals and Subtotals to a report
  • Using expressions
  • Adding Interactive Features
  • Creating a Green-bar report
  • Dashboard(s)
Labs:

  • Create a Sales by Salesperson by Country report
  • Create a Month to Date Sales report
  • Add an interactive sort, drill down and green-bar layout to a report
  • Create a Sales Dashboard report with conditional formatting
Chapter 6: Using a Dynamic Query in a Report
This advanced chapter is designed to help you understand how you can use dynamic queries in report design. In this chapter, you will create a project, create two datasets, add a table and parameters and alter one of the queries to use a dynamic query.

Lessons:

  • Using a Dynamics Query in a report
  • Working with report Parameters
  • Creating Linked reports
  • Working with SubReports
  • Adding images to reports
  • Report Header and Footer
Labs:

  • Add start and end date parameters to the Sales Dashboard
  • Add a report Header and Footer to a report, containing report filters, page X from Y, company logo,...
  • Create a link Order Detail report
Chapter 7: Creating a Data-Driven Subscription
Reporting Services provides data-driven subscriptions so that you can customize the distribution of a report based on dynamic subscriber data. This chapter shows you how to use data-driven subscriptions step by step, using a simple example to help you understand the concepts.

Lessons:

  • Understanding Subscriptions
  • Changing Data source properties
  • Creating a Data-Driven subscription
  • Testing a data driven subcription
Labs:

  • Create a data-driven subscription for the Sales Dashboard
  • Create a shared shedule
  • Test the data driven subscription
Chapter 8: Creating a Report Model
This chapter is designed to help you create a report model based on the Navision Demo Database. You can also follow these steps to create models using your own data.  After you have completed this chapter, you can use the report model to build reports using Report Builder.

Lessons:

  • Set up connection information
  • Define a view of the data source
  • Define a report model
  • Publish the model to a report server.
Labs:

  • Create a Financial report model
  • Publish and deploy the report model
  • Create a report model using a named query
Chapter 9: Report Builder
Report Builder is a client-side application that information workers can use to create and design ad hoc reports. Using Report Builder, users can select data and design reports without having to understand how and where the data is stored. In this chapter we will cover the possibilities of report builder, create a new report and publish it on the report server.

Lessons:

  • Report Builder 1
    • Working with Report Builder 1.0 (Ad Hoc Reports)
    • Designing Ad Hoc Reports
  • Report Builder 2
    • Getting Started with Report Builder 2.0
    • Working in Report Builder 2.0
    • Connecting to Your Data 
    • Designing the Report Layout
    • Working with Your Data 
    • Finding, Saving, and Managing Reports
    • Exporting Reports
    • Printing Reports
    • Creating reports with Report Builder
    • Saving reports with Report Builder
Labs:

  • Create a report based upon a report model
    • in report builder 1
    • in report builder 2
  • Create a report based upon a custom data source and query
    • in report builder 2
Chapter 10: Report Manager
Report Manager is a Web-based report access and management tool that you access through Microsoft Internet Explorer. You can use Report Manager to administer a single report server instance from a remote location over an HTTP connection. You can also use Report Manager for its report viewer and navigation features.

Lessons:

  • View, search, print, and subscribe to reports.
  • Create, secure, and maintain the folder hierarchy to organize items on the server. 
  • Configure role-based security that determines access to items and operations.
  • Configure report execution properties, report history, and report parameters.
  • Create shared schedules and shared data sources to make schedules and data source connections more manageable.
Labs:

  • Setup caching for a report
  • Create a folder hierarchy
  • Setup and test security for the folder hierarchy
Chapter 11: Report Server
The report server is the main component of Reporting Services. The report server is implemented as a Microsoft Windows service and as a Web service that provides an optimized and parallel processing infrastructure for processing and rendering reports. In this chapter we will explain the concept of report server and how the service can be managed and configured.

Lessons:

  • Report Server components
  • Report Server Database
Chapter 12: Reporting Services Microsoft Dynamics-NAV Reporting Pack
On the Microsoft website there are some free reporting packs that can be downloaded and installed. One of these is a report pack that contains 22 reports running on a Microsoft Dynamics-NAV 4.0 database. In this chapter we explain how and where the report pack can be downloaded and installed and also how it can be modified/extended to run on the latest Microsoft Dynamics-NAV database.

Lessons:

  • Downloading and installing a report pack
  • Configuring the report pack
  • Deploying the report pack
Chapter 13: What about Reporting Services and the Dynamics-NAV native database?
When you are working in Micosoft Dynamics NAV you have the choice between working with the native database or with Sql Server. In this chapter we will propose a way to work, a workaround, with Reporting Services on a Microsoft Dynamics NAV native database. The limitations of this solution are also discussed. For example it will not be possible to use the report builder in this situation.

Lessons:

  • Retrieving data from a Microsoft Dynamics NAV native database.
  • Working with multiple companies.
  • Working with multiple databases.
  • Calculating Flowfields.
  • Implementing multilanguage.
  • What about Report Builder?
Labs:

  • Change the query for a report so it can query data from multiple companies
  • Implement multi language labels in a report

Key Benefits
At course completion students should be able to:

  • Use SQL Reporting Services
  • Make reports based on Microsoft Dynamics NAV by means of SQL Reporting Services
 
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Prerequisites
Before attending this course, students must have:

  • Basic knowledge on SQL statements (Select, joins, ..)
  • Basic knowledge on database design
  • Basic knowledge on Microsoft Dynamics NAV database design
 
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