Databases · DBC-02-03

SSRS and Power BI Report Server with Report Builder

SSRS and Power BI Report Server with Report Builder is a course in building paginated reports with Report Builder, from tables, matrices and charts to parameters, drillthrough and subscriptions, plus administering the report server and moving from SSRS to Power BI Report Server. It suits developers and administrators who run reporting on Microsoft SQL Server.

Updated
From 10,350 THB / person 11,500 −10% excl. VAT 7% · group rates available
PDFDownload the course outline
  • Duration18 hours · 3 days
  • FormatOnsite / live online
  • Next roundOn request
  • CertificateIncluded

Course overview

Paginated reports that print neatly to a set layout, arrive in executives' inboxes every morning and can be opened in a browser from one central place are still at the heart of reporting in many organisations that run SQL Server. In 2026, though, the platform is changing. From SQL Server 2025 onwards, Microsoft consolidates on-premises reporting under Power BI Report Server and will release no new versions of SSRS, while SSRS 2022 remains supported until January 2033. Teams that look after reports therefore need to know both how to build good reports and how to plan the right migration path.

This course teaches how to build and run reporting systems with Report Definition Language (RDL), which works on both SSRS and Power BI Report Server. Learners install the report server and tools, build reports in Report Builder with tables, grouping, matrices, charts and expressions, then add parameters, drillthrough, stored procedures, shared datasets and self-service reporting for business users. They go on to publish reports, set up caching, snapshots and subscriptions, manage security and performance, automate tasks with the REST API and PowerShell, and finish by planning a move from SSRS to Power BI Report Server or the Power BI Service. (3 days, 6 hours per day, 18 hours in total, Intermediate level.)

What you’ll gain

  • Understand the status of SSRS and Power BI Report Server in SQL Server 2025 and choose the right platform
  • Install and configure a report server and work with the web portal and Report Builder
  • Build paginated reports with grouping, matrices, charts, expressions and conditional formatting
  • Use parameters, filters, drillthrough, stored procedures and shared datasets
  • Let business users build their own reports in Report Builder from shared datasets
  • Set up caching, snapshots and subscriptions to deliver reports automatically
  • Manage report server security, performance and automation with the REST API and PowerShell
  • Plan the migration of reports from SSRS to Power BI Report Server or the Power BI Service

Who this course is for

  • Developers who build reports from SQL Server databases for their organisation
  • Administrators who run SSRS today and need to plan an upgrade or move to Power BI Report Server
  • Analysts and BI teams who produce form-style reports for printing or export to PDF and Excel
  • IT teams who want business users to build their own reports from controlled data

Prerequisites

  • Basic SQL Server use and T-SQL such as SELECT, JOIN and GROUP BY
  • A basic understanding of tables, views and stored procedures
  • Confident use of Windows and a web browser; no programming is required
  • A Windows laptop that can run SQL Server Developer Edition and a report server, with administrator rights

Curriculum

Course Details

This course is the 2026 edition of Microsoft SQL Server Reporting Services and Report Builder, updated for the change in SQL Server 2025 that consolidates on-premises reporting under Power BI Report Server. It runs for 3 days, 6 hours per day (18 hours in total, 09:00-16:00), as lectures with labs. Intermediate level. Day one installs the report server and builds basic reports, day two covers interactive

reports, datasets in depth and self-service with Report Builder, and day three covers caching, snapshots, subscriptions, security, automation with the REST API and PowerShell, and migration planning. Labs use SQL Server 2025 Developer Edition and Power BI Report Server in its free developer mode for development and testing; production use requires a valid SQL Server licence. Learners take home the RDL report files and PowerShell scripts for every lab.

Day 1 The Reporting Platform and Building Basic Reports

Section 1: Microsoft Reporting in 2026

  • How paginated reports differ from interactive Power BI reports
  • SQL Server 2025 consolidates on-premises reporting under Power BI Report Server
  • The support lifetime of SSRS 2022 and Power BI Report Server rights by edition
  • Report server architecture: web portal, report server database and web service
  • The report lifecycle: design, publish, use and maintain

Section 2: Lab: Installing the Report Server and Tools

  • Install Power BI Report Server in developer mode and configure it with Report Server Configuration Manager
  • Create the report server database and set the web service and web portal URLs
  • Back up the encryption key from day one
  • Install Microsoft Report Builder and Reporting Services Projects for Visual Studio
  • Lab: open the web portal and create folders for the department's reports

Section 3: Lab: Building a First Table Report

  • Data sources, datasets and writing queries in the query designer
  • Build a table data region and format numbers, dates and currency
  • Page headers, page footers, page numbers and built-in fields
  • Set paper size, margins and table headers that repeat on every page
  • Lab: a print-ready daily sales listing

Section 4: Lab: Grouping, Matrices and Expressions

  • Row groups and column groups with subtotals and grand totals
  • Matrices for cross-tab reports
  • Expressions, calculated fields and aggregates such as Sum, Count and RunningValue
  • Conditional formatting with IIf and Switch
  • Lab: sales by region and month, highlighting values below target

Section 5: Lab: Charts, Gauges and Indicators

  • Choose the right chart for the data: column, line, pie and combo
  • Sparklines and data bars inside tables
  • Gauges and indicators for status against target
  • Map data region basics for location-based data
  • Lab: an executive summary page combining tables, charts and indicators
Day 2 Interactive Reports, Datasets and Self-Service

Section 6: Lab: Parameters and Filters

  • Single-value and multi-value report parameters with defaults
  • Available values from a dataset, and cascading parameters
  • Query parameters compared with report filters, and the effect on performance
  • Handling NULL values and a select-all option
  • Lab: a report that filters by region, branch and date range in sequence

Section 7: Lab: Interactive Navigation

  • Drilldown with toggle visibility
  • Drillthrough to a detail report, passing parameters
  • Document maps, bookmarks and interactive sort
  • URL actions that link to other systems
  • Lab: a summary report that drills down to individual sales receipts

Section 8: Lab: Datasets in Depth and Subreports

  • Retrieve data from stored procedures with parameters
  • Shared data sources and shared datasets on the report server
  • Several datasets in one report, with the Lookup and LookupSet functions
  • Subreports and their performance pitfalls
  • Lab: a customer summary that combines several datasets

Section 9: Lab: Report Builder for Business Users

  • Design shared datasets that users can pick up without writing SQL
  • Let users build their own reports with wizards and company templates
  • Export to PDF, Excel, Word and CSV, and how each affects pagination
  • Grant users rights to create reports in their own folders
  • Lab: sales staff build their own report from a shared dataset

Section 10: Lab: Publishing and Managing Reports in the Web Portal

  • Deploy from Visual Studio and upload from Report Builder
  • Folder structure, linked reports and data source settings on the server
  • Store credentials so reports can run unattended
  • An overview of publishing Power BI reports (PBIX) to Power BI Report Server
  • Lab: publish the department's report pack with viewer permissions
Day 3 Delivering Reports, Administration and Migration

Section 11: Lab: Caching, Snapshots and Report History

  • Report processing options: on demand, cached and snapshot
  • Set up caching and cache refresh plans
  • Snapshots and report history to keep a report as at a point in time
  • Shared schedules for timing many reports together
  • Lab: speed up a heavy report with caching and snapshots

Section 12: Lab: Subscriptions for Automatic Delivery

  • Configure email for the report server
  • Standard subscriptions by email and to a file share
  • Data-driven subscriptions that deliver to a recipient list in a database, and edition requirements
  • Monitor delivery status and fix common problems
  • Lab: send the sales report to each regional manager every Monday morning

Section 13: Security and Report Server Administration

  • Role-based security at system, folder and report level
  • Filter data per user with User!UserID and a permissions table
  • Monitor usage and performance with the execution log
  • Back up and restore the report server database and encryption key
  • Lab: let each branch see only its own data

Section 14: Lab: Automation with the REST API and PowerShell

  • The report server REST API for listing reports and managing items
  • The ReportingServicesTools module for deploying and backing up many reports
  • URL access for running reports with parameters and output formats
  • Custom code in reports, and the security caveats
  • Lab: a script that deploys a whole folder of reports from a developer machine to the server

Section 15: Workshop: Migration Planning and a Real Report Pack

  • Moving from SSRS to Power BI Report Server: what migrates and what needs checking
  • The option of moving RDL reports to the Power BI Service with Power BI Report Builder
  • Workshop: build a department report pack with parameters, drillthrough and subscriptions
  • Present the migration plan and a pre-production checklist

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

Can SQL Server Reporting Services (SSRS) still be used with SQL Server 2025?

From SQL Server 2025, Microsoft consolidates on-premises reporting under Power BI Report Server and will release no new versions of SSRS. SSRS 2022 is the final version and continues to receive security updates and support until 11 January 2033, and it can still use a later SQL Server database engine to host its catalog. Power BI Report Server is available with SQL Server 2025 Standard and Enterprise licences and runs existing RDL reports.

How do shared datasets and Report Builder let business users create their own reports?

A shared dataset is a query stored on the report server that many reports can reuse. IT writes the query and connection settings once, then business users open Report Builder, pick the shared dataset they need and drag fields into tables, charts or summary reports without writing SQL. This reduces the workload on IT and keeps every report on the same data source.

How do you set up a subscription so the report server delivers reports automatically?

First configure email for the report server and make sure the report's data source stores its credentials, because the report will run with no user signed in. Then open the report in the web portal, create a new subscription, choose a delivery method such as email or a file share, and set the file format, schedule and parameter values. You can then monitor deliveries and manage subscriptions from the same place.

Who is the SSRS and Power BI Report Server with Report Builder course for, and what should I know beforehand?

It suits developers who build reports from SQL Server, administrators who run SSRS and need to plan a move to Power BI Report Server, BI teams producing print-ready form reports and IT teams who want business users to build their own reports. You should be able to use SQL Server, write basic T-SQL such as SELECT, JOIN and GROUP BY, and understand views and stored procedures at a basic level.

What will I be able to do after the SSRS and Power BI Report Server with Report Builder course?

You will be able to install and configure a report server, build paginated reports with tables, matrices, charts and indicators, use parameters, drillthrough, stored procedures and shared datasets, enable self-service reporting in Report Builder, set up caching, snapshots and subscriptions, manage security and performance, automate tasks with the REST API and PowerShell, and plan a move from SSRS to Power BI Report Server. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.

Can the SSRS and Power BI Report Server with Report Builder course be run in-house for our team?

Yes. It can be run in-house for your team, with examples adapted to your own work, such as designing reports from data structures similar to the systems you already use or planning the migration of your existing reports. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.