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Steps to Create Report Items, Data Regions & Data sources - MSBI

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by Ravindra Savaram
Last modified: June 29th 2021

Creating Reports

There are 3 ways to create reports

  1. By using the report server project wizard
  2. By using report server project
  3. By using report model & builder
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Steps To Create A Report:

  1. Create a Data Source
  2. Create a data set
  3. Take the report layout
  4. Design the layout
  5. Use the data set fields in the layout
  6. Do parameterization (or) implement actions (optional)
  7. Public the report
  8. View the report from the report manager (or) report server (or) control from any 3rd party.  Applications (or) Report viewer etc

 Creating Reports

Related Article: How to Create Table Report in Reporting Services - MSBI

Data Source:

It is a connection to the database

Data set: It is a logical representation of table (or ) tables.

Shared data source: It is a data source which can be used across any report in the same solution

1)  Create a Report by using the Report server project wizard:

Open bids → file → new project → select template as project server project wizard → assign name → click ok → new data source → type → click edit

Next → click query builder → query designer → adds table → select required fields → click ok.

next → select the report type (tabular, matrix) → next → design the table → choose

Choose the Available fields into page, group, and details

Remove → click next → choose the table layout → stepped (or) blocked → next → specify color → next → choose the deployment location → report server

https:// RAWAN:8080/Report server __DWH → Next → report name → finish

In Wizard → press build → click deploy option

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CREATING STANDARD REPORTING (Real-time creating reports)

  1. Open BIDS → New Project → select Template as Report server project → click ok

  2. View → solution Explorer → Shared Data sources → RT click → Add new Data Source and Create a data source for DB-MSBI

  3. Reports → RT click → Add → New Item → Report → specify the name (report _ part yard)

  4. Add → view →  Toolbox → Drag the Table Region onto the layout.

  5. View → Report data → New → Data Source → Specify any name (DST_DBMS BI) → click the option “use shared data source reference → click ok

  6. New → Data set → specify name (DST_DBMSBI) → Data source (DS_DB_MSBI) → Query Type → click Text option → Query designer (if we do not know how to write a query)

  7. Drag and drop Data set fields on the layout (or) Select the Fields in the Layout

  8. Preview

  9. View → solution Explorer → solution RT click → Properties → In “Target Server URL “Option we should enter the URL Manually https:// rawan:8080/report server _DWH → click ok

  10. Build → deploy

  11. Go to the manager and observer the report

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Data Regions in the report

  1. Table

  2. Matrix

  3. List

  4. Chart

  5. Subreport etc

  6. Guage

Report Items:

  • Image

  • Pointer

  • Line

  • Text box

  • Rectangle

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About Author

NameRavindra Savaram
Author Bio


Ravindra Savaram is a Content Lead at Mindmajix.com. His passion lies in writing articles on the most popular IT platforms including Machine learning, DevOps, Data Science, Artificial Intelligence, RPA, Deep Learning, and so on. You can stay up to date on all these technologies by following him on LinkedIn and Twitter.