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Procedure: Create a Copy of a Sample OLAP Report

October 12, 2006

Objective:

Use this procedure to make a copy of the Reporting Services 2005 sample OLAP report, Sales Reason Comparisons.

Background:

Using a copy of an existing sample report within a practice exercise allows us to get quickly to the procedure that forms the focus of an article. We can therefore avoid the lengthy preparation that might be required to simply create a realistic setting within which to work with a specific report component. Creating a “clone” of a report means we can make changes to a fully functional copy while retaining the original sample in a pristine state for other purposes, such as using it to accompany relevant sections of the Books Online, and other documentation, as a part of learning more about Reporting Services.

From within the open Adventure Works Reports Sample project, in the SQL Server Business Intelligence Development Studio, take the following steps:

1.  Right-click the Reports folder underneath the Shared Data Sources folder, in the Solution Explorer.

2.  Select Add -> Existing Item ... from the cascading context menus that appear, as shown in Illustration 1.


Illustration 1: Adding the Report to the Project ...

The Add Existing Item – AdventureWorks Sample Reports dialog appears.

3.  Navigate to the actual location of the sample reports, if the dialog has not defaulted thereto already.

NOTE: The sample reports are installed, by default (and, therefore, subject to be installed in a different location on our individual machines), in the following location

C:\Program Files\Microsoft SQL Server\90\Samples\Reporting Services\Report Samples\AdventureWorks Sample Reports

An example of the Add Existing Item – AdventureWorks Sample Reports dialog, having been pointed to the sample Reports folder (which contains the Sales Reason Comparisons report file we seek), appears as partially shown in Illustration 2.


Illustration 2: Navigating to the Sample Reports Folder ...

4.  Right-click the Sales Reason Comparisons report inside the dialog.

5.  Select Copy from the context menu that appears, as depicted in Illustration 3.


Illustration 3: Performing a Quick Copy of the Sales Reason Comparisons Report

6.  Right-click somewhere in the white space inside the Add Existing Item – AdventureWorks Sample Reports dialog.

7.  Select Paste from the context menu that appears, as shown in Illustration 4.


Illustration 4: Select Paste within the New Folder ...

A copy of the Sales Reason Comparisons report appears within the dialog.

8.  Right-click the new file.

9.  Select Rename from the context menu that appears.

10.  Type the following name in place of the highlighted existing name:

DBJ_OLAP_Report.rdl

NOTE: Be sure to include the .rdl extension in the file name.

The renamed copy of the Sales Reason Comparisons sample report appears as depicted in Illustration 5.


Illustration 5: The New Report File, DBJ_OLAP_Report.rdl

11.  Click the white space to the right of the file name, to accept the new name we have assigned.

12.  Re-select the new file by clicking it.

13.  Click Add on the dialog box to add the new report to report project AdventureWorks Sample Reports.

DBJ_OLAP_Report.rdl appears in the Reports folder, within the AdventureWorks Sample Reports project tree in the Solution Explorer, as shown in Illustration 6.


Illustration 6: The New Report Appears in Solution Explorer – Report Folder

14.  Right-click DBJ_OLAP_Report.rdl within the Solution Explorer.

15.  Select Open from the context menu that appears, as depicted in Illustration 7.



Illustration 7: Opening the New Report ...

DBJ_OLAP_Report.rdl opens in Layout view, and appears as shown in Illustration 8.


Illustration 8: Our Report Opens in Layout View ...

Let’s preview the report, so as to get a feel for its general operation prior to performing our enhancements.

16.  Click the Preview tab to execute DBJ_OLAP_Report.rdl.

Execution begins (the report initially executes with the default parameter setting). Once executed, the report appears as depicted in Illustration 9.


Illustration 9: The Report Appears with Default Parameter Selection

17.  Click the Layout tab to return to the Layout view.

18.  Select the File -> Save All from the main menu, to save our work, as shown in Illustration 10.


Illustration 10: Saving Our Work ...

We now have a basic OLAP report file within our Reporting Services 2005 project, within which we can perform the various steps that form the subject focus of our article.








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