(upbeat music)
NARRATOR: Okay, well, let's have a look
at how we can build our first report, leveraging a wizard.
CHRIS: Oh boy.
I already have Report Builder installed.
So I'm just going to click on the shortcut on my taskbar
to open Power BI Paginated Report Builder.
Here we see the "getting started" window,
and I'm going to use the table, or matrix wizard,
to create the first report.
Step one, choose a data set.
Yep. Well, it's a new report.
Yep.
We don't have a data set yet,
so we're just going to click next.
We need a source of data to connect to
so I'm going to click next, or new, excuse me.
And here in the drop down list,
we see the supported data sources.
That's right.
All right, well, the data for AdventureWorks
resides in an Azure SQL Database.
And then I build up the connection properties.
I'll authenticate by using SQL server authentication,
and I have a dedicated account named "Read Only User".
I deliberately name it that
just to emphasize that this account doesn't need privileges
beyond retrieving the data that the report needs.
And then go ahead and select the database,
in this case, the AdventureWorks, DW 2020.
Go ahead test that connection.
Success!
And then the connection string that was just built
has been copied in to define our data source.
Next step of the wizard then, is to define a data set
that will use that data source.
And so here you see the graphical designer.
We'll introduce it in the next module.
But it's simple,
in the sense that it exposes to you the structure
of the relational database
here in terms of tables and views.
I'm going to build out, Chris, that sales order report
and show you how the wizard can just do it
Yep. in a matter of minutes.
So, what we find that AdventureWorks
is that the reseller sales fact table here,
it has a sales order line number,
it has a quantity, and a unit price, and a sale amount.
Alright, notice that I don't need to write a query.
That's right.
And then I need some related data
so the name of the product
is found in the dim product table,
it's the English product name.
Now I'm going to apply a filter.
So there's this applied filters area,
and by clicking the icon that you see here,
the filter icon,
I'm going to go ahead and define a filter
that should filter for a specific sales order number.
You remember sales order 51721 was the example that I used
in a previous video.
I did not.
I do remember this one from heart.
And then there's this little checkbox here to say,
"Will it become a parameter?"
Of course it will.
We want this report to work across every sales order.
To put this to the test, I can preview the data.
Looks good.
And I expected there are 72 and I memorized that.
That's right.
There are 72 sales order lines.
By clicking next, then the dataset has been defined.
And so the final stage, or sorry,
the second final stage of the wizard
is just to lay this out in a grid structure.
Yup.
Alright, so on the row groupings,
I'm going to put the sales order number,
I'm going to put the English product name,
and in the values, I'll place the order quantity.
In fact, I can double click, unit price,
and the sale amount.
I'll just point out the drop down list
here does allow you to customize any aggregation.
Yeah.
But now, for this simple demo,
we'll leave it with a default of sum.
So the final stage of the table and matrix wizard is,
"Well, how do I want to lay this out in terms of
groupings and totaling?"
For this demo, I'm just going to turn off all subtotals
and grand totals, also turn off expand collapse.
This is intended to print, I don't want anything collapsed,
I want to see it all as a simple list.
There's a preview of what's to come.
I can see the report bear trembling in anticipation.
It is quite exciting.
And here's our first report.
Alright, let's put it to the test with a preview.
And voila, for sales order 51721,
we see a multi page report.
Yes.
And I think that, I think one of the reasons that, say,
SQL Server Reporting Services veterans in the past
may have had feelings towards the wizard
that were not as excited as mine,
was that at the end of the wizard,
oftentimes, you had to apply a very dated theme.
And so the theme that would come out
would not make the report look beautiful.
I don't think the point of the wizard right now
is to make the report beautiful.
I think for a lot of people,
they're just looking to create a table, oftentimes,
when they're starting with paginated reports.
This shows you how simple it is to do that,
and then what the purpose of some of these videos
will do is like,
"How can I make that table look even better,
even more dynamic as I move forward?"
Well, that leads beautifully into our next video.
Oh, that's good.
How we're going to lay out reports, and customize
looking field with properties, and even dynamic
assignments with expressions.
Yeah, that's great.