Course 8917 : One day; Instructor-Led
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Introduction
This one-day course, Using Microsoft SQL Server Reporting Services with Microsoft Dynamics GP explores report design, creation, enhancement, and deployment.
Audience
The audience for this course includes people who plan to implement, configure, consult, or support Microsoft Dynamics GP and want to modify existing reports or create their own custom reports using Microsoft SQL Server Reporting Services. The class is targeted toward application administrators, implementers, and end users of the reports who need to understand technical aspects of using Microsoft SQL Server Reporting Services together with Microsoft Dynamics GP and gain foundational knowledge of the application functionality and capabilities.
At Course Completion
The course completion objectives are:
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List the benefits of using SQL Server Reporting Services together with Microsoft Dynamics GP. |
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Install the SQL Server Reporting Services Wizard. |
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List available reports, models, and data sources. |
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Demonstrate how to deploy data connections and reports, and make reports available in Microsoft Dynamics GP. |
| • |
Make reports available on the My Reports list. |
| • |
Explain the components of SQL Server Reporting Services. |
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Explain data regions available on reports and how they can be used. |
| • |
Determine the needs for a report. |
| • |
Describe how data is stored in Microsoft Dynamics GP. |
| • |
Determine where information exists in Microsoft Dynamics GP. |
| • |
Identify main tables, sorting and restricting requirements. |
| • |
Identify table relationships to assist in creating SQL statements or stored procedures. |
| • |
Describe global collections that can be used on a report. |
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Create a report, data source, and data set. |
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Enhance a report by making modifications to the layout. |
| • |
Show how to modify properties of items on a report. |
| • |
Describe and use parameters. |
| • |
Publish reports with Report Designer and view them in Report Manager. |
| • |
Describe subscriptions and when to use them. |
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Describe and create a report model. |
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Use Report Builder to work with entities and folders, group, sort, and filter data, and view and publish a report. |
Prerequisites
Before attending this course, students must have:
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Experience with SQL Server Reporting Services |
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Suggested course - 2793A: Implementing and Maintaining Microsoft SQL Server 2005 Reporting Services |
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Suggested Exam - 70-445: TS: Microsoft SQL Server 2005 Business Intelligence – Implementation and Maintenance
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Experience with SQL Server Business Intelligence Development Studio or Visual Studio 2005 development environment |
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General knowledge of Microsoft Dynamics GP 10.0 |
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Knowledge of Microsoft SQL Server 2005 - Suggested courses: |
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2787: Designing Security for Microsoft SQL Server 2005 |
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2779: Implementing a Microsoft SQL Server 2005 Database |
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2780: Maintaining a Microsoft SQL Server 2005 Database |
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2778: Writing Queries Using Microsoft SQL Server 2005 Transact-SQL |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student materials include a workbook and other necessary items for this class.
Course Outline
Chapter 1: Overview and Administration
This chapter provides a general overview of the features and benefits of using SQL Server Reporting Services together with Microsoft Dynamics GP. Steps to install the SQL Server Reporting Services Wizard, to install the Microsoft Dynamics GP SQL Server Reporting Services reports, and make the reports available in Microsoft Dynamics GP are included. This chapter contains a list of SQL Server Reporting Service reports available in Microsoft Dynamics GP, and also provides an overview of SQL Server Reporting Services components.
Main Topics
| • |
Overview and Benefits |
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Available Reports, Report Models, and Data Sources |
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Deploy Data Connections and Reports |
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Add Reports to My Reports List |
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SQL Server Reporting Services |
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Data Regions |
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Connect to the Web Services |
Labs
| • |
Install the SQL Server Reporting Services Wizard |
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Run the SQL Server Reporting Services Wizard |
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Use the Reporting Tools Setup Window |
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Add Reports to My Reports List |
The goals for completing this chapter are for students to:
| • |
List the benefits of using SQL Server Reporting Services together with Microsoft Dynamics GP. |
| • |
Install the SQL Server Reporting Services Wizard. |
| • |
List available reports, models, and data sources. |
| • |
Demonstrate how to deploy data connections and reports, and make reports available in Microsoft Dynamics GP. |
| • |
Make reports available on the My Reports list. |
| • |
Explain the components of SQL Server Reporting Services. |
| • |
Explain data regions available on reports and how they can be used. |
Chapter 2: Plan a Report
This chapter provides report planning guidance and includes a planning checklist. Data storage in Microsoft Dynamics GP is investigated including the terminology, table names, types and groups. Direction is given in determining where information is located in Microsoft Dynamics GP, what the structure of returned data looks like, and relationships between tables.
Main Topics
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Planning a Report |
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Data Storage |
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Determine Where Information Exists in Microsoft Dynamics GP |
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Identify the Data Structure Returned to the Data Set |
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Table Relationships |
Lab
The goals for completing this chapter are for students to:
| • |
Determine the needs for a report. |
| • |
Describe how data is stored in Microsoft Dynamics GP. |
| • |
Determine where information exists in Microsoft Dynamics GP. |
| • |
Identify main tables, sorting and restricting requirements. |
| • |
Identify table relationships to assist in creating SQL statements or stored procedures. |
Chapter 3: Author, Enhance, and Deploy Reports
This chapter focuses on report creation and modification in the SQL Server Reporting Services Report Designer. Step-by-step instructions to create a new report are provided and common report enhancements are discussed. Deploying the report to the report server and using subscriptions to distribute reports are also discussed.
Main Topics
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Collections |
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Report Creation |
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Report Layout |
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Use Properties to Enhance a Report |
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Parameters and Filtering |
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Publish and Execute Reports |
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Use Subscriptions to Distribute Reports |
Labs
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Create a Report |
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Modify the Layout |
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Set Properties |
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Create a Multi-Select Parameter List |
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Deploy and View the Report |
The goals for completing this chapter are for students to:
| • |
Describe global collections that can be used on a report. |
| • |
Create a report, data source, and data set. |
| • |
Enhance a report by making modifications to the layout. |
| • |
Show how to modify properties of items on a report. |
| • |
Describe and use parameters. |
| • |
Publish reports with Report Designer and view them in Report Manager. |
| • |
Describe subscriptions and when to use them. |
Chapter 4: Report Models and Report Builder
This chapter discusses using report models as the basis for a new report. Create the new report by using the report wizard in Report Designer or by using Report Builder. Common terminology and concepts are defined.
Main Topics
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Report Models |
| • |
Report Builder |
Labs
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Create a New Report Model |
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Create a New Report from a Repot Model using the Report Wizard |
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Create a Matrix Report using Report Builder |
The goals for completing this chapter are for students to:
| • |
Describe and create a report model. |
| • |
Use Report Builder to work with entities and folders, group, sort, and filter data, and view and publish a report. |
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