How to Customize an Existing Report

- J.D. Meier, Jason Taylor, Alex Mackman, Prashant Bansode

You can modify reports by using the SQL Server 2005 Reporting Services Designer inside Visual Studio (Business Intelligence Development Studio), which ships with the SQL Server 2005 client tools. Modifying an existing report is often easier than creating a new report.

To customize an existing report in TFS
  1. Create a reporting project as follows:
    1. In Visual Studio, click File, click New, and then click Project.
    2. Select the Business Intelligence Project type.
    3. Select the Report Server Project template.
    4. Set your project’s Name and Location and then click OK.
  2. Export the report you want to customize as follows:
    1. Right-click your team project and then click Show Project Portal.
    2. In the Quick Launch bar on the left side of the portal Web site, click Reports.
    3. Click the report you want to customize.
    4. Click Properties.
    5. Select Edit.
    6. Save the report .rdl file into the reporting project folder you created in step 1.
  3. Add data sources as follows:
    1. To create the warehouse data source:
      1. In the Visual Studio Solution Explorer, right-click Shared Data Sources and then click Add New Data Source.
      2. On the General tab, in the Name text box, type TfsReportDS
      3. In the Type combo box, select Microsoft SQL Server.
      4. Click Edit.
      5. Fill in your data tier server name.
      6. Select the TFSWarehouse database.
      7. Click the OK button twice to add the data source.
    2. To create the OLAP data source:
      1. In Solution Explorer, right-click Shared Data Sources and then click Add New Data Source.
      2. On the General tab, in the Name text box, type TfsOlapReportDS
      3. In the Type combo box, select Microsoft SQL Server Analysis Services.
      4. Click Edit.
      5. Fill in your data tier server name.
      6. Select the TFSWarehouse database.
      7. Click the OK button twice to add the data source.
  4. Add the report to your project as follows:
    1. In Solution Explorer, right-click Reports and then click Add->Existing Item.
    2. Browse to the rdl file you exported in step 2.
  5. Modify the report as follows:
    1. Modify query statements in the Data Pane.
    2. Drag new measures or members into the Data Pane.
    3. Modify the report layout in the Layout Pane.

Note: Although you can use the Report Builder that is available from the team reporting site, this tool is not well supported for Visual Studio reporting scenarios and therefore is not recommended.

Additional Resources

  • For more information, see “How To – Customize a Report in Visual Studio Team Foundation Server” in this guide.

Last edited Jul 25, 2007 at 10:50 AM by prashantbansode, version 1

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