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Tutorial: Add a Parameter to Your Report (Report Builder)

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Add a parameter to your report to let users filter report data from the data source or in the report. Report parameters are created automatically for each query parameter that you include in a dataset query. The parameter data type determines how it appears on the report view toolbar.

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What You Will Learn

In this tutorial you will learn how to do the following:

  1. Create a Matrix Report and Dataset from the Table or Matrix Wizard

  2. Organize Data, Choose Layout, and Style from the Table or Matrix Wizard

  3. Add a Query Parameter to Create a Report Parameter

  4. Change Default Data Type and Other Properties for a Report Parameter

    1. Add a Dataset to Provide Available Values and Display Names

    2. Specify Available Values to Create a Drop-List of Values

    3. Specify Default Values so the Report Runs Automatically

    4. Look up a Value from a Dataset that has Name/Value Pairs

  5. Display the Selected Parameter Value in the Report

  6. Use the Report Parameter in a Filter

  7. Change the Report Parameter to Accept Multiple Values

  8. Add a Boolean Parameter for Conditional Visibility

  9. Add a Report Title

  10. Save the Report

Note

In this tutorial, the steps for the wizard are consolidated into one procedure. For step-by-step instructions about how to browse to a report server, choose a data source, and create a dataset, see the first tutorial in this series: Tutorial: Creating a Basic Table Report (Report Builder).

Estimated time to complete this tutorial: 25 minutes.

Requirements

For information about requirements, see Prerequisites for Tutorials (Report Builder).

1. Create a Matrix Report and Dataset from the Table or Matrix Wizard

Create a matrix report, a data source, and a dataset.

Note

In this tutorial, the query contains the data values, so that it does not need an external data source. This makes the query quite long. In a business environment, a query would not contain the data. This is for learning purposes only.

To create a new matrix report

  1. Click Start, point to Programs, point to Microsoft SQL Server 2014Report Builder, and then click Report Builder.

    The Getting Started dialog box appears.

    Note

    If the Getting Started dialog box does not appear, from the Report Builder button, click New.

  2. In the left pane, verify that Report is selected.

  3. In the right pane, click Table or Matrix Wizard.

  4. Click Create.

  5. On the Choose a dataset page, click Create a dataset.

  6. Click Next.

  7. On the Choose a connection to a data source page, select a data source that is type SQL Server. Select a data source from the list or browse to the report server to select one.

  8. Click Next.

  9. On the Design a query page, click Edit as Text.

  10. Paste the following query into the query pane:

    ;WITH CTE (StoreID, Subcategory, Quantity)   
AS (  
SELECT 200 AS StoreID, 'Digital SLR Cameras' AS Subcategory, 2002 AS Quantity  
UNION SELECT  200 AS StoreID, 'Camcorders' AS Subcategory, 1954 AS Quantity  
UNION SELECT  200 AS StoreID, 'Accessories' AS Subcategory, 1895 AS Quantity  
UNION SELECT  199 AS StoreID, 'Digital Cameras' AS Subcategory, 1849 AS Quantity  
UNION SELECT  306 AS StoreID, 'Digital SLR Cameras' AS Subcategory, 1579 AS Quantity  
UNION SELECT  306 AS StoreID, 'Camcorders' AS Subcategory, 1561 AS Quantity  
UNION SELECT  306 AS StoreID, 'Digital Cameras' AS Subcategory, 1553 AS Quantity  
UNION SELECT  306 AS StoreID, 'Accessories' AS Subcategory, 1534 AS Quantity  
UNION SELECT 307 AS StoreID, 'Accessories' AS Subcategory, 1755 AS Quantity  
UNION SELECT 307 AS StoreID, 'Camcorders' AS Subcategory, 1631 AS Quantity  
UNION SELECT 307 AS StoreID, 'Digital SLR Cameras' AS Subcategory, 1772 AS Quantity)  
SELECT StoreID, Subcategory, Quantity  
FROM CTE

    This query combines the results of several Transact-SQL SELECT statements inside a common table expression to specify values that are based on simplified data from the Contoso sample database. The Contoso sales data represents international sales data for consumer goods. This tutorial uses sales data for cameras. The subcategories represent digital cameras, digital single lens reflex (SLR) cameras, camcorders, and accessories.

    The query specifies column names that include a store identifier, a sales item subcategory, and the quantity ordered for sales orders from three stores. In this query, the store name is not part of the result set. Later in this tutorial, you will look up the name of the store that corresponds to the store identifier from a separate dataset.

    This query does not contain query parameters. You will add query parameters later in this tutorial.

  11. On the query designer toolbar, click Run (!). The result set displays 11 rows of data that show the quantity of items sold for each subcategory for four stores, and includes the following columns: StoreID, Subcategory, Quantity.

  12. Click Next.

2. Organize Data, Choose Layout, and Style from the Table or Matrix Wizard

Use the wizard to provide a starting design on which to display data. The preview pane in the wizard helps you to visualize the result of grouping data before you complete the table or matrix design.

To organize data into groups

  1. On the Arrange fields page, drag Subcategory to Row groups.

  2. Drag StoreID to Column groups.

  3. Drag Quantity to Values.

    You have organized the quantity sold values in rows grouped by subcategory. There will be one column for each store.

  4. Click Next.

  5. On the Choose a Layout page, under Options, verify that Show subtotals and grand totals is selected.

    When you run the report, the last column will show the total quantity of each subcategory for all stores, and the last row will show the total quantity for all subcategories for each store.

  6. Click Next.

  7. On the Choose a Style page, in the Styles pane, select a style.

  8. Click Finish.

    The matrix is added to the design surface. The matrix displays three columns and three rows. The contents of the cells in the first row are Subcategory, [StoreID], and Total. The contents of the cells in the second row contain expressions that represent the subcategory, the quantity of items sold for each store, and the total quantity for each subcategory for all stores. The cells in the final row display the grand total for each store.

  9. Click in the matrix, hover over the edge of the first column, grab the handle, and expand the column width.

  10. Click Run to preview the report.

The report runs on the report server and displays the title and the time the report processing occurred.

In this scenario, the column headings display the store identifier but not the store name. Later, you will add an expression to look up the store name in a dataset that contains store identifier/store name pairs.

3. Add a Query Parameter to Create a Report Parameter

When you add a query parameter to a query, Report Builder automatically creates a single-valued report parameter with default properties for name, prompt, and data type.

To add a query parameter

  1. Switch to Design view.

  2. In the Report Data pane, expand the Datasets folder, right-click DataSet1, and then click Query.

  3. Add the following Transact-SQL WHERE clause as the last line in the query:

    WHERE StoreID = (@StoreID)

    The WHERE clause limits the retrieved data to the store identifier that is specified by the query parameter @StoreID.

  4. On the query designer toolbar, click Run (!). The Define Query Parameters dialog box opens and prompts for a value for the query parameter @StoreID.

  5. In Parameter Value, type 200.

  6. Click OK.

    The result set displays the quantities sold for Accessories, Camcorders, and Digital SLR Cameras for the store identifier 200.

  7. Click OK.

  8. In the Report Data pane, expand the Parameters folder.

Notice that there is now a report parameter named @StoreID. By default, the parameter has data type Text. Because the store identifier is an integer, you will change the data type to Integer in the next procedure.

4. Change Default Data Type and Other Properties for a Report Parameter

After a report parameter is created, you can adjust the default values for properties.

To change the default data type for a report parameter

  1. In the Report Data pane under the Parameters node, right-click @StoreID, and then click Parameter Properties.

  2. In Prompt, type Store identifier? This text appears on the report viewer toolbar when you run the report.

  3. In Data type, from the drop-down list, select Integer.

  4. Accept the remaining default values in the dialog box.

  5. Click OK.

  6. Preview the report. The report viewer displays the prompt for @StoreID.

  7. On the report viewer toolbar, next to Store ID, type 200, and then click View Report.

4a. Add a Dataset to Provide Available Values and Display Names

To ensure a user can type only valid values for a parameter, you can create a drop-down list of values to choose from. The values can come from a dataset or from a list that you specify. Available values must be supplied from a dataset that has a query that does not contain a reference to the parameter.

To create a dataset for valid values for a parameter

  1. Switch to Design view.

  2. In the Report Data pane, right-click the Datasets folder, and then click Add Dataset.

  3. In Name, type Stores.

  4. Select the Use a dataset embedded in my report option.

  5. In Data source, from the drop-down list, choose the data source you created in the first procedure.

  6. In Query type, verify that Text is selected.

  7. In Query, paste the following text:

    SELECT 200 AS StoreID, 'Contoso Catalog Store' as StoreName  
UNION SELECT 199 AS StoreID, 'Contoso North America Online Store' as StoreName  
UNION SELECT 307 AS StoreID, 'Contoso Asia Online Store' as StoreName  
UNION SELECT 306 AS StoreID, 'Contoso Europe Online Store' as StoreName

  8. Click OK.

    The Report Data pane displays the fields StoreID and StoreName under the Stores dataset node.

4b. Specify Available Values to Create a Drop-down List of Values

After you create a dataset to provide available values, you must change the report properties to specify which dataset and which field to use to populate the drop-down list of valid values on the reportviewer toolbar.

To provide available values for a parameter from a dataset

  1. In the Report Data pane, right-click the parameter @StoreID, and then click Parameter Properties.

  2. Click Available Values, and then click Get values from a query.

  3. In Dataset, from the drop-down list, click Stores.

  4. In Value field, from the drop-down list, click StoreID.

  5. In Label field, from the drop-down list, click StoreName. The label field specifies the display name for the value.

  6. Click General.

  7. In Prompt, type Store name?

    The user will now select from a list of store names instead of store identifiers. Note that the parameter data type remains Integer because the parameter is based on the store identifier, not the store name.

  8. Click OK.

  9. Preview the report.

    In the report viewer toolbar, the parameter text box is now a drop-down list that displays <Select a Value>.

  10. From the drop-down list, select Contoso Catalog Store, and then click View Report.

The report displays the quantity sold for Accessories, Camcorders, and Digital SLR Cameras for the store identifier 200.

4c. Specify Default Values so the Report Runs Automatically

You can specify a default value for each parameter so the report runs automatically.

To specify a default value from a dataset

  1. Switch to Design view.

  2. In the Report Data pane, right-click @StoreID, and then click Parameter Properties.

  3. Click Default Values, and then click Get values from a query.

  4. In Dataset, from the drop-down list, click Stores.

  5. In Value field, from the drop-down list, click StoreID.

  6. Click OK.

  7. Preview the report.

For @StoreID, the report viewer displays the value "Contoso North America Online Store". This is the first value from the result set for the dataset Stores. The report displays the quantity sold for Digital Cameras for store identifier 199.

To specify a custom default value

  1. Switch to Design view.

  2. In the Report Data pane, right-click @StoreID, and then click Parameter Properties.

  3. Click Default Values, and click Specify values, and then click Add. A new value row is added.

  4. In Value, type 200.

  5. Click OK.

  6. Preview the report.

For @StoreID, the report viewer displays the value "Contoso Catalog Store". This is the display name for store identifier 200. The report displays the quantity sold for Accessories, Camcorders, and Digital SLR Cameras for the store identifier 200.

4d. Look up a Value from a Dataset that has Name/Value Pairs

A dataset might contain both the identifier and the corresponding name field. When you only have an identifier, you can look up the corresponding name in a dataset that you created that includes name/value pairs.

To look up a value from a dataset

  1. Switch to Design view.

  2. On the design surface, in the matrix, in the first row column header, right-click [StoreID] and then click Expression.

  3. In the expression pane, delete all text except the beginning equals (=).

  4. In Category, expand Common Functions, and click Miscellaneous. The Item pane displays a set of functions.

  5. In Item, double-click Lookup. The expression pane displays =Lookup(. The Example pane displays an example of Lookup syntax.

  6. Type the following expression: =Lookup(Fields!StoreID.Value,Fields!StoreID.Value,Fields!StoreName.Value,"Stores")

    The Lookup function takes the value for StoreID, looks it up in the "Stores" dataset, and returns the StoreName value.

  7. Click OK.

    The store column header contains the display text for a complex expression: <<Expr>>.

  8. Preview the report.

The text box at the top of each page displays the store name instead of the store identifier.

5. Display the Selected Parameter Value in the Report

When a user has questions about a report, it helps to know which parameter values they chose. You can preserve user-selected values for each parameter in the report. One way is to display the parameters in a text box in the page footer.

To display the selected parameter value and label on a page footer

  1. Switch to Design view.

  2. Right-click the page footer, point to Insert, and then click Text Box. Drag the text box next to the text box with the time stamp. Grab the side handle of the text box and expand the width.

  3. From the Report Data pane, drag the parameter @StoreID to the text box. The text box displays [@StoreID].

  4. To display the parameter label, click in the text box until the insert cursor appears after the existing expression, type a space, and then drag another copy of the parameter from the Report Data pane to the text box. The text box displays [@StoreID] [@StoreID].

  5. Right-click the first expression and click Expression. The Expression dialog box opens. Replace the text Value by Label.

  6. Click OK.

    The text displays: [@StoreID.Label] [@StoreID].

  7. Preview the report.

6. Use the Report Parameter in a Filter

Filters help control which data to use in a report after it is retrieved from an external data source. To let a user help control the data they want to see, you can include the report parameter in a filter for the matrix.

To specify a parameter in a matrix filter

  1. Switch to Design view.

  2. Right-click a row or column header handle on the matrix, and then click Tablix Properties.

  3. Click Filters, and then click Add. A new filter row appears.

  4. In Expression, from the drop-down list, select the dataset field StoreID. The data type displays Integer. When the expression value is a dataset field, the data type is set automatically.

  5. In Operator, verify that equals (=) is selected.

  6. In Value, type [@StoreID]. [@StoreID] is the simple expression syntax that represents =Parameters!StoreID.Value.

  7. Click OK.

  8. Preview the report.

    The matrix displays data only for "Contoso Catalog Store".

  9. On the report viewer toolbar, for Store name?, select Contoso Asia Online Store, and then click View Report.

The matrix displays data that corresponds to the store that you selected.

7. Change the Report Parameter to Accept Multiple Values

To change a parameter from single to multivalued, you must change the query, and all expressions that contain a reference to the parameter, including filters. A multivalued parameter is an array of values. In a dataset query, query syntax must test for inclusion of one value in a set of values. In a report expression, expression syntax must access an array of values instead of an individual value.

To change a parameter from single to multivalued

  1. Switch to Design view.

  2. In the Report Data pane, right-click @StoreID, and then click Parameter Properties.

  3. Select Allow multiple values.

  4. Click OK.

  5. In the Report Data pane, expand the Datasets folder, right-click DataSet1, and then click Query.

  6. Change equals (=) to IN in the Transact-SQL WHERE clause in the last line in the query:

    WHERE StoreID IN (@StoreID)

    The IN operator tests a value for inclusion in a set of values.

  7. Click OK.

  8. Right-click a row or column header handle on the matrix, and then click Tablix Properties.

  9. Click Filters.

  10. In Operator, select In.

  11. Click OK.

  12. In the text box that displays the parameter in the page footer, delete all text.

  13. Right-click the text box, and then click Expression. Type the following expression: =Join(Parameters!StoreID.Label, ", ")

    This expression concatenates all store names that the user selected.

  14. Click OK.

  15. Click in the text box in front of the expression that you just created, and then type the following: Parameter Values Selected:.

  16. Preview the report.

  17. Click the drop-down list next to Store Name?

    Each valid value appears next to a check box.

  18. Click Select All, and then click View Report.

    The report displays the quantity sold for all subcategories for all stores.

  19. From the drop-down list, click Select All to clear the list, click "Contoso Catalog Store" and "Contoso Asia Online Store", and then click View Report.

8. Add a Boolean Parameter for Conditional Visibility

To add a boolean parameter

  1. On the design surface, in the Report Data pane, right-click Parameters, and click Add Parameter.

  2. In Name, type ShowSelections.

  3. In Prompt, type Show selections?

  4. In Data type, from the drop-down list, click Boolean.

  5. Click Default Values.

  6. Click Specify value, and then click Add.

  7. In Value, type False.

  8. Click OK.

To set visibility based on a boolean parameter

  1. On the design surface, right-click the text box in the page footer that displays the parameter values, and then click Text Box Properties.

  2. Click Visibility.

  3. Select the option Show or hide based on an expression, and then click the expression button Fx.

  4. Type the following expression: =Not Parameters!ShowSelections.Value

    The text box Visibility option is controlled by the property Hidden. Apply the Not operator so that when the parameter is selected, the Hidden property is false, and the text box will be displayed.

  5. Click OK.

  6. Click OK.

  7. Preview the report.

    The text box that displays the parameter choices does not appear.

  8. In the report viewer toolbar, next to Show selections, click True.

  9. Preview the report.

The text box in the page footer displays all the store names that you selected.

9. Add a Report Title

To add a report title

  1. On the design surface, click Click to add title.

  2. Type Parameterized Product Sales, and then click outside the text box.

10. Save the Report

To save the report on a report server

  1. From the Report Builder button, click Save As.

  2. Click Recent Sites and Servers.

  3. Select or type the name of the report server where you have permission to save reports.

    The message Connecting to report server appears. When the connection is complete, you see the contents of the report folder that the report server administrator specified as the default location for reports.

  4. In Name, replace the default name with Parameterized Sales Report.

  5. Click Save.

The report is saved to the report server. The report server that you are connected to appears in the status bar at the bottom of the window.

Next Steps

This concludes the walkthrough for how to add a parameter to your report. To learn more about parameters, see Report Parameters (Report Builder and Report Designer).

See Also

Tutorials (Report Builder)
Report Builder in SQL Server 2014