This demonstration walks you through the entire process of creating a reporting project, getting a report template from iMIS, editing it to add a pie chart, and getting the template back into iMIS.
1. If needed, install the Business Intelligence Development Studio (BIDS) feature.
2. Open your report writer and create a new solution.
□ Open BIDS: go to All Programs > Microsoft SQL Server 2008 R2 > SQL Server Business Intelligence Development Studio.
□ Select File > New > Project.
□ Select Report Server Project.
□ (Project name) Name: SSRS Training Project
□ (Default location) Location: C:\...\Visual Studio 2008\Projects
□ Solution Name: SSRS Training Solution
□ Click OK.
3. Add Shared Data Source called iMIS.
□ Right-click the Shared Data Sources folder inside the SSRS Training Project within the Solution Explorer and select Add New Data Source.
□ Name the Data Source IMIS so that it will work with the RDL that you will export from iMIS.
□ Click Edit and add the connection information for your local database.
□ Select Test Connection to verify that it works.
□ Note the new connection within the Shared Data Sources folder.
4. Create a data source and default report template (RDL) using IQA.
□ Select Manage > Intelligent Query Architect.
□ Browse to $/Samples/ReportingServices.
□ Create a new IQA that grabs the data you need for your report.
Sources: CsContact and CsMemberType business objects
Filters: CsContact.Is
a Company
Display: Defaults &
CsMemberType.Description
□ Go to
the Report tab and click Save Report Definition to Workstation to export the default
RDL file to your workstation.
□ Save the RDL to your project folder.
5. Add the exported template to your reporting project.
□ Go back to BIDS and add the RDL to the Reports folder within the SSRS Training Project.
□
Right-click Reports and select Add, Existing
Item.
□ Find the RDL you exported from IQA (note that name defaults to the name of the query).
□
Double-click on the name of the report to open it for editing. You’ll see
the default template that IQA uses for all IQA report definitions which includes
a header, a table to display the results set, and a footer.
6. Change the report template into a pie chart that shows the percentage of members within a given member type.
□
Right-click on the footer and select Remove Page
Footer.
□ Select the table, click the top left corner, and press the Delete button on your keyboard.
□ Drag the bottom of the report to give yourself more room to add the chart.
□ From the toolbox, drag and drop the Chart report item onto the body of the report.
□ The Select Chart Type window opens.
□ Select the exploded pie chart and click OK and expand the pie chart to fill in the area as needed.
□ Right-click on the chart itself to show its properties, which open in the Chart Data pane to the right of the chart.
■ In the Value section, select ID.
■ Change the Aggregate type from Sum to Count.
■ In the Category Groups section, select Description (which is the Member Type Description).
■ Change the title of the report by clicking the area that says Chart Title and typing.
■ Add labels that show the counts-per-member type by right-clicking on the chart and selecting Show Data Labels.
■ Click Preview to see the new report (there is a default parameter for the report title – click the View Report button on the top right to preview the report).
□ Change the chart to show percentages instead of counts.
■ Right-click on any of the labels in Design mode.
■ Select Series Label Properties.
■ Add #PERCENT to the Label data field so that the labels show the percent instead of the count.
■ When prompted, This property will not have effect unless UseValueAsLabel is set to False. Do you want to set the UseValueAsLabel to False?, click Yes.
■ Click OK.
7. Combine all member types that have less than 5% into one pie slice called Other.
□ Go back to the Design view by clicking the Design tab.
□ If you do not see the chart properties, select View > Properties Window.
□ Click a pie slice to select the chart area (you will see the Chart Data pane at right).
□ On the Properties menu to combine all of the less than 5% member types:
□ Find the General sub menu, double-click the CustomAttributes section, and find and set two properties:
CollectedStyle = SingleSlice
CollectedThreshhold = 5
8. Preview, adjust as needed, and Save.
9. Add your template to your report in iMIS.
□ On your Member site, open the Document System: select Manage > Document System.
□
Browse to the location of the original template 
: $/Samples/ReportingServices.
□ Bring your template into iMIS as a new object: select New > Reporting Services Template.
□ Upload your RDL file: Click Select and browse to the file that you turned into a chart template: ..\Visual Studio 2008\Projects\SSRS Training Solution\SSRS Training Project.
□
Create a report runtime 
to use your template with your query:
select New > Reporting Services Report.
□ On the Sources tab, use the browse buttons to select your template and your query.
□ Click Run to preview the report.
□ When you Save the new report, verify the folder to which you are saving: $/Samples/ReportingServices.
10. Publish your report using the SSRS Report iPart.
□ Edit a new or existing content record.
□ Select add content and select the SSRS Report, in the Utility gallery.
□ Select Hide the toolbar, since pagination isn’t needed.
□ Save & Publish, and view your report.
