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How to

How to


Products: WebReports
Functionalities: Reports
Product version: 1.8, 1.9
6/5/2013

Creating a Dataset

You create a dataset to select a data and connection string from one of the Building Operation database tables, or a stored procedure. You can also create a dataset by entering text into the Query box.

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Report Builder is a separately downloadable part of Microsoft SQL Server 2008 and SQL Server 2012, and provides the facility for you to create, modify, and deploy your own reports to the Reports Server, based on selected parts of the Building Operation database.

Using Report Builder, you can use wizards to create a table, map, chart, or matrix as the basis for your report. The data content of your report is based on the selection of datasets within the Building Operation data source (StruxureWareReportsDB) in SQL Server 2008 or SQL Server 2012.

You can also modify existing factory supplied reports that are provided with the WebReports installation.

When you have built and formatted a report, you can deploy it to the Reports Server. You then synchronize the report with WebReports so that the report is displayed in the Reports Tree in a web browser.

After the reports is synchronized with WebReports, you cannot rename or delete the reports. Even if you delete reports from Report Manager, the reports will still be displayed in Reports Tree of WebReports.

Note:

The Report Builder section of this reference guide provides basic report customization procedures, and every effort is made to ensure that the information provided is accurate. For more detailed information about the Report Builder third-party software, please refer to the Microsoft Report Builder Online Help.

To create a dataset

  1. In MS Report Builder, in the Design view, point to New and then click Dataset .

     
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  2. In the Name box, type a name for the dataset.

    Note:

    The dataset name cannot contain spaces, and it must begin with a letter followed by letters, numbers, or the underscore character (_).

     
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  3. Click Use a dataset embedded in my report .

  4. In the Data source box, select a previously created data source.

  5. Select a Query type option.

  6. Click Query Designer .

  7. In Query Designer, in the Database view pane, expand the Tables folder or the Stored Procedures folder, then select the table containing the fields you want to use in the report.

     
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  8. Click OK.

     
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  9. In the Query box, check that the SQL query displays for the table that you selected.

  10. Click OK .

  11. In the Report Data pane, expand the dataset and check that the dataset fields display.

     
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Now, set up the report using the data source and dataset.

See Also

  • Reports in Report Builder
  • Setting Up a Report
  • Creating a Basic Report
  • Creating a Data Source