10
Presented by Education Solutions Development, Inc. ANUA 2012, New Orleans, Louisiana / UDR - User Directed Reporting ANUA 2012 – New Orlea Education Solutions Development, Inc.
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
/
UDR - User Directed ReportingANUA 2012 – New Orleans
Education Solutions Development, Inc.
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
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
UDR
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
What maters most?• Determine what is driving the report and pick that data model first
• Add other relevant information next
UDR
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
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
UDR
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
Concatenate fields to save space• On reports where both code and description are wanted, concatenation will save report space and
reduce report columns.
Example:
UDR
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
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
UDR
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
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
UDR
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
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
UDR
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
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
UDR
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
Questions?
Report Builder & Report Models
in Microsoft SQL Server 2005
by Gerald Schinagl
Steve Hanner
UDR
