INTRO

Presented by Education Solutions Development, Inc.ANUA 2013, San Antonio, Texas

UDR 2.0

Education Solutions Development, Inc.


Key things to remember• Grab data from most significant to least significant

• Watch your grouping

• Concatenate fields to save space

• Order of filters does make a difference

• Filters can be made optional

• Sometimes CSV files work better than straight export to Excel

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What maters most?• Determine what is driving the report and pick that data model first

• Add other relevant information next

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Watch your grouping• Double click on data model name to create a model level group

• Trick: to have multiple groupings, you must first create a divide:

• dragging one field to the far left (which will put that field in it’s own group)

• grab the main group header and drag to left of new field

• double click on next model name

• Groupings can be used to create secondary sorts with in the report

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Concatenate fields to save space• On reports where both code and description are wanted,

concatenation will save report space and reduce report columns.

Example:

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Order of filters does make a difference• Drag and order filters to match the significance of the data

in the report

• Use the Define formula option to share parameters between data models

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Filters can be made optional• Select field to be filtered•Make it a prompted field (must be done first)• Choose the from – to filter option• Choose edit as formula

• Change And to Or• Remove > sign on first half of formula• Remove field and <= from second half, leaving Parameter half• Add = EMPTY after Parameter on second half

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Sometimes CSV files work better• When report grouping is used – blank values on grouped lines

• Data with numbers (ie. Student IDs, Cost Centers) have leading zeros

• Formatting creates to many additional columns

• Remember:• Open Excel first• Use open file option within Excel• Set delimiter to comma• Set data field type to text for non-numerical data fields

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Key things to remember• Grab data from most significant to least significant

• Watch your grouping

• Concatenate fields to save space

• Order of filters does make a difference

• Filters can be made optional

• Sometimes CSV files work better than straight export to Excel

UDRUDR


Questions?

Report Builder & Report Models in Microsoft SQL Server 2005

by Gerald Schinagl

Steve [email protected]

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INTRO

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Transcript of INTRO