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Lesson 5: Formatting a Report (Reporting Services)

Now that you've added a data region and some fields to the Sales Orders report, you can format the date and currency fields and the column headers.

Format the Date

The Date field displays date and time information by default. You can format it to display only the date.

To format a date field

  1. Click the Design tab.

  2. Right-click the cell with the [Date] field expression and then click Text BoxProperties.

  3. Click Number, and then in the Category field, select Date.

  4. In the Type box, select January 31, 2000.

  5. Click OK.

Format the Currency

The LineTotal field displays a general number. Format it to display the number as currency.

To format a currency field

  1. Right-click the cell with the [LineTotal] field expression and then click Text BoxProperties.

  2. Click Number, and in the Category field, select Currency.

  3. If your regional setting is English (United States), the defaults should be:

    • Decimal places: 2

    • Negative numbers: ($12345.00)

    • Symbol: $ English (United States)

  4. Select Use 1000 separator (,).

    If the sample text is: $12,345.00, then your settings are correct.

  5. Click OK.

Change Text Style and Column Widths

You can also change the formatting of the header row to differentiate it from the rows of data in the report. Lastly, you will adjust the widths of the columns.

To format header rows and table columns

  1. Click the table so that column and row handles appear above and next to the table.

    Design, Table with header row and detail row

    The gray bars along the top and side of the table are the column and row handles.

  2. Point to the line between column handles so that the cursor changes into a double arrow. Drag the columns to the size you want.

  3. Select the row containing column header labels and from the Format menu, point to Font and then click Bold.

  4. To preview your report, click the Preview tab. It should look something like this:

    Preview of table with bold column headers

Next Steps

You have successfully formatted column headers and date and currency values. Next, you will add grouping and totals to your report. See Lesson 6: Adding Grouping and Totals (Reporting Services).