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INTRO. Education Solutions Development, Inc. UDR 2.0. ANUA 2013 – San Antonio, Texas. UDR. 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

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Presentation Transcript
intro
INTRO

Education Solutions Development, Inc.

UDR 2.0

ANUA 2013 – San Antonio, Texas

slide2

UDR

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
slide3

UDR

What maters most?

  • Determine what is driving the report and pick that data model first
  • Add other relevant information next
slide4

UDR

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
slide5

UDR

Concatenate fields to save space

  • On reports where both code and description are wanted, concatenation will save report space and reduce report columns.
  • Example:
slide6

UDR

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
slide7

UDR

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
slide8

UDR

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
slide9

UDR

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
slide10

UDR

Questions?

Report Builder & Report Models

in Microsoft SQL Server 2005

by Gerald Schinagl

Steve Hanner

shanner@esd-sys.com

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