Merge pull request #31124 from mohitp930/mp7152024-freshness

Freshness - SSRS Batch 1

Author: denrea

docs/reporting-services/report-data/add-a-filter-to-a-dataset-report-builder-and-ssrs.md

@@ -1,73 +1,76 @@
 ---
-title: "Add a Filter to a Dataset (Report Builder)"
+title: Add a filter to a Report Builder dataset
 description: Learn how to add a filter to a dataset to limit the data in a report after the data is retrieved from an external data source.
 author: maggiesMSFT
 ms.author: maggies
-ms.date: 03/07/2017
+ms.date: 08/01/2024
 ms.service: reporting-services
 ms.subservice: report-data
-ms.topic: conceptual
+ms.topic: how-to
 ms.custom: updatefrequency5
+
+#customer intent: As a Report Builder user, I want to learn how to add filters to my datasets so that I can limit the data in a report that's retrieved from a shared data source.
 ---
-# Add a Filter to a Dataset (Report Builder and SSRS)
-  Add a filter to a dataset to limit the data in a report after the data is retrieved from an external data source. When you add a filter to a dataset, all report parts or data regions use only data that matches the filter conditions.  
+# Add a filter to a Report Builder dataset
+
+Add a filter to a dataset to limit the data in a report after the data is retrieved from an external data source. When you add a filter to a dataset, all report parts or data regions use only data that matches the filter conditions.  
 
 [!INCLUDE [ssrs-report-parts-deprecated](../../includes/ssrs-report-parts-deprecated.md)]  
 
- For a shared dataset, a filter that applies to all dependent items must be part of the shared dataset definition on the report server. A report or report part that contains an instance of a shared dataset can create an additional filter that applies only to the instance.  
+For a shared dataset, a filter that applies to all dependent items must be part of the shared dataset definition on the report server. A report or report part that contains an instance of a shared dataset can create another filter that applies only to the instance.  
 
- To add a filter, you must specify one or more conditions that are filter equations. A filter equation consists of an expression that identifies the data that you want to filter, an operator, and the value to compare to. The data types of the filtered data and the value must match. Filtering on aggregate values for a dataset is not supported.  
+To add a filter, you must specify one or more conditions that are filter equations. A filter equation consists of an expression that identifies the data that you want to filter, an operator, and the value to compare to. The data types of the filtered data and the value must match. Filtering on aggregate values for a dataset isn't supported.  
 
 > [!NOTE]  
->  [!INCLUDE[ssRBRDDup](../../includes/ssrbrddup-md.md)]  
-  
-### To add a filter to a shared dataset  
-  
-1.  Open a shared dataset in shared dataset mode.  
+> [!INCLUDE[ssRBRDDup](../../includes/ssrbrddup-md.md)]  
   
-2.  On the **Home** tab, in the **Shared Datasets** group, click Datasets. The **Dataset Properties** dialog box opens.  
+## Add a filter to a shared dataset  
 
-3.  Click **Filters**. This displays the current list of filter equations. By default, the list is empty.  
+1. Open a shared dataset in Report Builder.  
 
-4.  Click **Add**. A new blank filter equation appears.  
+1. On the **Home** tab, select **Set Options**. The **Dataset Properties** dialog box opens.  
 
-5.  In **Expression**, type or select the expression for the field to filter. To edit the expression, click the expression (*fx*) button.  
+1. Select the **Filters** tab. This option displays the current list of filter equations. By default, the list is empty.  
 
-6.  From the list box, select the data type that matches the type of data in the expression you created in step 5.  
-  
-7.  In the **Operator** box, select the operator that you want the filter to use to compare the values in the **Expression** box and the **Value** box. The operator you choose determines the number of values that are used from the next step.  
+1. Select **Add**. A new blank filter equation appears.
+
+    :::image type="content" source="../../reporting-services/report-data/media/add-dataset-filter.png" alt-text="Screenshot of the Dataset Properties dialog box on the Filters tab highlighting the add button.":::
 
-8.  In the **Value** box, type the expression or value against which you want the filter to evaluate the value in **Expression**.  
+1. In the **Expression** field, enter or select the expression for the field to filter. To edit the expression, select the expression (**fx**) button.  
 
-     For examples of filter equations, see [Filter Equation Examples (Report Builder and SSRS)](../../reporting-services/report-design/filter-equation-examples-report-builder-and-ssrs.md).  
+1. From the dropdown list, select the data type that matches the type of data in the expression you created in the previous step.  
 
-9.  Select **OK**.
+1. In the **Operator** dropdown list, select the operator that you want the filter to use to compare the values in the **Expression** and **Value** field. The operator you choose determines the number of values that are used from the next step.  
 
-### To add a filter to an embedded dataset or a shared dataset instance  
+1. In the **Value** field, enter the expression or value against which you want the filter to evaluate the value in the **Expression** field. To edit the value, select the expression (**fx**) button.
 
-1.  Open a report in report design mode.  
+     For examples of filter equations, see [Filter equation examples in a paginated report (Report Builder)](../../reporting-services/report-design/filter-equation-examples-report-builder-and-ssrs.md).  
 
-2.  Right-click a dataset in the **Report Data** pane and then click **Dataset Properties**. The **Dataset Properties** dialog box opens.  
+1. Select **OK**.
 
-3.  Click **Filters**. This displays the current list of filter equations. By default, the list is empty.  
+## Add a filter to an embedded dataset or a shared dataset instance
 
-4.  Click **Add**. A new blank filter equation appears.  
+1. In your report, right-click a dataset in the **Report Data** pane and then select **Dataset Properties**. The **Dataset Properties** dialog box opens.  
 
-5.  In **Expression**, type or select the expression for the field to filter. To edit the expression, click the expression (*fx*) button.  
+1. Select the **Filters** tab. This option displays the current list of filter equations. By default, the list is empty.  
 
-6.  From the drop-down box, select the data type that matches the type of data in the expression you created in step 5.  
+1. Select **Add**. A new blank filter equation appears.
 
-7.  In the **Operator** box, select the operator that you want the filter to use to compare the values in the **Expression** box and the **Value** box. The operator you choose determines the number of values that are used from the next step.  
+1. In the **Expression** field, enter or select the expression for the field to filter. To edit the expression, select the expression (**fx**) button.
 
-8.  In the **Value** box, type the expression or value against which you want the filter to evaluate the value in **Expression**.  
+1. From the dropdown list, select the data type that matches the type of data in the expression you created in the previous step.  
 
-     For examples of filter equations, see [Filter Equation Examples (Report Builder and SSRS)](../../reporting-services/report-design/filter-equation-examples-report-builder-and-ssrs.md).  
+1. In the **Operator** dropdown list, select the operator that you want the filter to use to compare the values in the **Expression** and **Value** field. The operator you choose determines the number of values used in the next step.  
 
-9.  Select **OK**.
+1. In the **Value** field, type the expression or value against which you want the filter to evaluate the value in the **Expression** field. To edit the value, select the expression (**fx**) button.
 
-## See Also  
- [Add Dataset Filters, Data Region Filters, and Group Filters (Report Builder and SSRS)](../../reporting-services/report-design/add-dataset-filters-data-region-filters-and-group-filters.md)   
- [Expression Examples (Report Builder and SSRS)](../../reporting-services/report-design/expression-examples-report-builder-and-ssrs.md)   
- [Add a Filter (Report Builder and SSRS)](../../reporting-services/report-design/add-a-filter-report-builder-and-ssrs.md)  
+     For examples of filter equations, see [Filter equation examples in a paginated report (Report Builder)](../../reporting-services/report-design/filter-equation-examples-report-builder-and-ssrs.md).  
 
+1. Select **OK**.
 
+## Related content
+
+- [Add dataset filters, data region filters, and group filters to a paginated report (Report Builder)](../../reporting-services/report-design/add-dataset-filters-data-region-filters-and-group-filters.md)
+- [Expression examples in paginated reports (Report Builder)](../../reporting-services/report-design/expression-examples-report-builder-and-ssrs.md)
+- [Add a filter to a paginated report (Report Builder)](../../reporting-services/report-design/add-a-filter-report-builder-and-ssrs.md)  
+  

docs/reporting-services/report-data/add-and-verify-a-data-connection-report-builder-and-ssrs.md

@@ -1,64 +1,67 @@
 ---
-title: "Add and Verify a Data Connection (Report Builder)"
-description: Learn how to use Report Builder to add and verify a data connection to verify that the credentials that are specified are sufficient.
+title: Add and verify a data connection in Report Builder
+description: Learn how to use Report Builder to add and verify a data connection to make sure that the credentials you specify are sufficient.
 author: maggiesMSFT
 ms.author: maggies
-ms.date: 12/13/2020
+ms.date: 08/01/2024
 ms.service: reporting-services
 ms.subservice: report-data
-ms.topic: conceptual
+ms.topic: how-to
 ms.custom: updatefrequency5
+
+#customer intent: As a Report Builder user, I want to learn how to add and verify data sources so that I can use the shared data sources from my report servers.
 ---
 
-# Add and Verify a Data Connection (Report Builder and SSRS)
+# Add and verify a data connection in Report Builder
 
 In Report Builder, you can add a shared data source from the report server or create an embedded data source for your report. In Report Designer, you can create a shared data source or an embedded data source and deploy it to a report server.
 
 To add a shared data source to your report, browse to a report server and select a shared data source. The shared data source in your report points to the shared data source definition on the report server.
 
 To create an embedded data source, you must have connection information to the external source of data and you must know which permissions you need to access the data. This information usually comes from the owner of the data source. You can test the connection to verify that the credentials that are specified are sufficient.
 
-For more information, see [Create data connection strings - Report Builder & SSRS](data-connections-data-sources-and-connection-strings-report-builder-and-ssrs.md) and [Specify Credentials in Report Builder](./specify-credential-and-connection-information-for-report-data-sources.md)
+For more information, see [Create data connection strings in Report Builder](data-connections-data-sources-and-connection-strings-report-builder-and-ssrs.md) and [Specify credential and connection information for report data sources](./specify-credential-and-connection-information-for-report-data-sources.md).
 
 > [!NOTE]  
 > [!INCLUDE[ssRBRDDup](../../includes/ssrbrddup-md.md)]
 
-## To create a connection to a shared data source in Report Builder
+## Create a connection to a shared data source in Report Builder
 
-1. On the toolbar in the Report Data pane, click **New,** and then click **Data Source**. The **Data Source Properties** dialog box opens.
+1. On the menu in the **Report Data** pane, select **New,** and then select **Data Source**. The **Data Source Properties** dialog box opens.
 
-2. In the **Name** text box, type a name for the data source.
+1. In the **Name** text box, enter a name for the data source.
 
     > [!NOTE]  
-    >  This name is saved in the local report definition. This name is not the name of the shared data source on the report server. 
+    > This name is saved in the local report definition. This name isn't the name of the shared data source on the report server.
+
+1. Select **Use a shared connection or report model**. The list of recently used shared data sources and report models appears. To select one from a report server, choose **Browse** and go to the folder on the report server where shared data sources are available.
 
-3. Select **Use a shared connection or report model**. The list of recently used shared data sources and report models appears. To select one from a report server, click **Browse** and browse to the folder on the report server where shared data sources are available.
+    :::image type="content" source="../../reporting-services/report-data/media/use-shared-connection-or-report-model.png" alt-text="Screenshot that shows the Data Source Properties dialog box highlighting the Use a shared connection or report model option.":::
 
-4. Select the shared data source and then click **Open**.
+1. Select the shared data source and then choose **Open**.
 
-5. Select **OK**.
+1. Select **OK**.
 
-The data source appears in the Report Data pane.
+The data source appears in the **Report Data** pane.
 
-### To verify a data connection  
+### Verify a data connection  
 
-1. On the toolbar in the Report Data pane, double-click the data source. The **Data Source Properties** dialog box opens.
+1. In the **Report Data** pane, double-click your data source. The **Data Source Properties** dialog box opens.
 
-2. Click **Test Connection**.
+1. Select **Test Connection**.
 
-3. If the connection is successful, the following message appears: "Connection created successfully". Select **OK**.
+1. If the connection is successful, the following message appears: "Connection created successfully." Select **OK**.
 
-4. If the connection is not successful, the following message appears: "Unable to connect to the data source."  
+1. If the connection isn't successful, the following message appears: "Unable to connect to the data source."  
 
-5. Click **Details**, and use the information to correct the issue.
+1. Select **Details**, and use the information to correct the issue.
 
-    For more information, see [Specify Credentials in Report Builder](./specify-credential-and-connection-information-for-report-data-sources.md).
+    For more information, see [Specify credential and connection information for report data sources](./specify-credential-and-connection-information-for-report-data-sources.md).
 
-6. Select **OK**.
+1. Select **OK**.
 
-## See also
+## Related content
 
-- [Report Datasets (SSRS)](../../reporting-services/report-data/report-datasets-ssrs.md)   
-- [Report Embedded Datasets and Shared Datasets (Report Builder and SSRS)](../../reporting-services/report-data/report-embedded-datasets-and-shared-datasets-report-builder-and-ssrs.md)
-- [Finding, Viewing, and Managing Reports (Report Builder and SSRS )](../../reporting-services/report-builder/finding-viewing-and-managing-reports-report-builder-and-ssrs.md)
-- [Create data connection strings - Report Builder & SSRS](data-connections-data-sources-and-connection-strings-report-builder-and-ssrs.md)
+- [Report datasets (SSRS)](../../reporting-services/report-data/report-datasets-ssrs.md)
+- [Report embedded datasets and shared datasets (Report Builder and SSRS)](../../reporting-services/report-data/report-embedded-datasets-and-shared-datasets-report-builder-and-ssrs.md)
+- [Find, view, and manage reports (Report Builder and SSRS)](../../reporting-services/report-builder/finding-viewing-and-managing-reports-report-builder-and-ssrs.md)