Lesson 3: Defining a Dataset for the Table Report (Reporting Services)
After you define the data source, you need to define a dataset. In Reporting Services, data that you use in reports is contained in a dataset. A dataset includes a pointer to a data source and a query to be used by the report, as well as calculated fields and variables.
Use the query designer in Report Designer to design the dataset. For this tutorial, you will create a query that retrieves sales order information from the AdventureWorks2014 database.
To define a Transact-SQL query for report data
In the Report Data pane, click New, and then click Dataset…. The Dataset Properties dialog box opens.
In the Name box, type AdventureWorksDataset.
Click Use a dataset embedded in my report.
Select the data souce you created in the previous lesson, AdventureWorks2014.
Select Text for the Query type.
Type, or copy and paste, the following Transact-SQL query into the Query box.
SELECT soh.OrderDate AS [Date], soh.SalesOrderNumber AS [Order], pps.Name AS Subcat, pp.Name as Product, SUM(sd.OrderQty) AS Qty, SUM(sd.LineTotal) AS LineTotal FROM Sales.SalesPerson sp INNER JOIN Sales.SalesOrderHeader AS soh ON sp.BusinessEntityID = soh.SalesPersonID INNER JOIN Sales.SalesOrderDetail AS sd ON sd.SalesOrderID = soh.SalesOrderID INNER JOIN Production.Product AS pp ON sd.ProductID = pp.ProductID INNER JOIN Production.ProductSubcategory AS pps ON pp.ProductSubcategoryID = pps.ProductSubcategoryID INNER JOIN Production.ProductCategory AS ppc ON ppc.ProductCategoryID = pps.ProductCategoryID GROUP BY ppc.Name, soh.OrderDate, soh.SalesOrderNumber, pps.Name, pp.Name, soh.SalesPersonID HAVING ppc.Name = 'Clothing'
(Optional) Click the Query Designer button. The query is displayed in the text-based query designer. You can toggle to the graphical query designer by clicking Edit As Text. View the results of the query by clicking the run button on the query designer toolbar.
You see the data from six fields from four different tables in the AdventureWorks2014 database. The query makes use of Transact-SQL functionality such as aliases. For example, the SalesOrderHeader table is called soh.
Click OK to exit the query designer.
Click OK to exit the Dataset Properties dialog box.
Your AdventureWorksDataset dataset and fields appear in the Report Data pane.
You have successfully specified a query that retrieves data for your report. Next, you will create the report layout. See Lesson 4: Adding a Table to the Report (Reporting Services).