How to Create a Report Dataset (Reporting Services)
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Create a report dataset
A dataset is usually specific to a report and will be based on a query to the database. Datasets are added to a report by right-clicking on Datasets in the Report Data panel.
e.g. if the report needs to show a summary of sales broken down by month, there must be a dataset able to supply the month and the total sales value for that month.
The query for this dataset looks at the Sales.SalesOrderHeader table in the AdventureWorks2012 database and gets the month and sum of the sales totals for that month. As we are only interested in grouping by month and not every single date when an order was placed, the MONTH function is used to convert the OrderDate into just the month number.
Note that it is not necessary to specify the database name in the query text, as this was already set by the shared data source.
1. In the Report Data panel, right click on Datasets and choose Add Dataset…
2. In the Dataset Properties dialog, name your dataset SalesSummary and change the selection from Use a shared dataset to Use a dataset embedded in my report.
3. Select the AdventureWorks data source. Note that this is the Report Data Source, which references the shared data source of the same name provided by the project.
4. Enter the SELECT query as shown:
MONTH(OrderDate) AS Month,
SUM(TotalDue) AS Total
5. Click OK
Note that the dataset SalesSummary is now shown under Datasets in the Report Data panel. If the dataset is not already expanded, click the + button next to it, and you will see the two fields Month and Total.