OFFICIAL MICROSOFT LEARNING PRODUCT 10778A. Implementing Data Models and Reports with Microsoft SQL Server 2012 Companion Content

Transcription

1 OFFICIAL MICROSOFT LEARNING PRODUCT 10778A Implementing Data Models and Reports with Microsoft SQL Server 2012 Companion Content

2 2 Implementing Data Models and Reports with Microsoft SQL Server 2012 Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations, products, domain names, addresses, logos, people, places, and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, address, logo, person, place or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. The names of manufacturers, products, or URLs are provided for informational purposes only and Microsoft makes no representations and warranties, either expressed, implied, or statutory, regarding these manufacturers or the use of the products with any Microsoft technologies. The inclusion of a manufacturer or product does not imply endorsement of Microsoft of the manufacturer or product. Links may be provided to third party sites. Such sites are not under the control of Microsoft and Microsoft is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Microsoft is not responsible for webcasting or any other form of transmission received from any linked site. Microsoft is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement of Microsoft of the site or the products contained therein Microsoft Corporation. All rights reserved. Microsoft, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are property of their respective owners. Product Number: 10778A Released: 05/2012

3 Implementing Data Models and Reports with Microsoft SQL Server

4 4 Implementing Data Models and Reports with Microsoft SQL Server 2012

5 Implementing Data Models and Reports with Microsoft SQL Server

6 6 Implementing Data Models and Reports with Microsoft SQL Server 2012

7 Implementing Data Models and Reports with Microsoft SQL Server Module 1 Introduction to Business Intelligence and Data Modeling Contents: Lesson 1: Introduction to Business Intelligence 8 Lesson 2: The Microsoft Business Intelligence Platform 10 Module Reviews and Takeaways 12

8 8 Implementing Data Models and Reports with Microsoft SQL Server 2012 Lesson 1 Introduction to Business Intelligence Contents: Additional Reading 9

9 Implementing Data Models and Reports with Microsoft SQL Server Additional Reading Business Intelligence Scenarios For more information about building and populating data warehouses, you should attend Course 10777A, Implementing a Data Warehouse with Microsoft SQL Server 2012.

10 10 Implementing Data Models and Reports with Microsoft SQL Server 2012 Lesson 2 The Microsoft Business Intelligence Platform Contents: Additional Reading 11

11 Implementing Data Models and Reports with Microsoft SQL Server Additional Reading Microsoft Business Intelligence Technologies For more information about multidimensional databases in SQL Server 2012 Analysis Services, see Module 5 of this course, Creating Multidimensional Databases. For more information about tabular databases in SQL Server 2012 Analysis Services, see Module 12 of this course, Implementing an Analysis Services Tabular Data Model. For more information about PowerPivot technologies, see Module 10 of this course, Implementing a Tabular Data Model with Microsoft PowerPivot. For more information about Reporting Services in SQL Server 2012, see Module 2 of this course, Implementing Reports with SQL Server Reporting Services. For more information about Power View, see Module 13 of this course, Creating Data Visualizations with Power View. For more information about SQL Server Integration Services, Data Quality Services, and Master Data Services, you should attend Course 10777A, Implementing a Data Warehouse with Microsoft SQL Server For more information about PowerPivot for Excel and PowerPivot for SharePoint, see Module 10 of this course, Implementing a Tabular Data Model with Microsoft PowerPivot. For more information about data mining and the Data Mining Add-ins for Excel and Data Mining in SQL Server 2012 Analysis Services, see Module 14 of this course, Performing Predictive Analysis with Data Mining. BI Semantic Models in SQL Server 2012 Analysis Services For more information about tabular data models in SQL Server 2012 Analysis Services, see Module 12 of this course, Implementing an Analysis Services Tabular Data Model. For more information about multidimensional data models in SQL Server 2012 Analysis Services, see Module 5 of this course, Creating Multidimensional Databases. Considerations for SharePoint Configuration Deployment Checklist: Install Reporting Services into an Existing SharePoint Farm. Install PowerPivot for SharePoint Deployment Checklist: Reporting Services, Power View, and PowerPivot for SharePoint Microsoft SQL Server PowerPivot Planning and Deployment

12 12 Implementing Data Models and Reports with Microsoft SQL Server 2012 Module Reviews and Takeaways Review questions Question: How do the BI implementations in your place of work use Microsoft technologies? Answer: Answers will vary depending upon individuals and their experiences. Question: Does your organization use SharePoint in a BI context? Answer: Answers will vary depending upon individuals and their experiences.

13 Implementing Data Models and Reports with Microsoft SQL Server Module 2 Implementing Reports with SQL Server Reporting Services Contents: Lesson 1: Introduction to Reporting Services 14 Lesson 2: Creating a Report with Report Designer 16 Lesson 3: Grouping and Aggregating Data in a Report 19 Lesson 4: Showing Data Graphically 23 Lesson 5: Filtering Reports By Using Parameters 26 Lesson 6: Publishing and Viewing a Report 29 Module Reviews and Takeaways 31

14 14 Implementing Data Models and Reports with Microsoft SQL Server 2012 Lesson 1 Introduction to Reporting Services Contents: Additional Reading 15

15 Implementing Data Models and Reports with Microsoft SQL Server Additional Reading SQL Azure Reporting Services Windows Azure Business Analytics

16 16 Implementing Data Models and Reports with Microsoft SQL Server 2012 Lesson 2 Creating a Report with Report Designer Contents: Detailed Demonstration Steps 17

17 Implementing Data Models and Reports with Microsoft SQL Server Detailed Demonstration Steps Demonstration: Creating a Report Detailed demonstration steps Task 1: Use the Report Wizard to create a report 1. Ensure that both MIA-DC1 and MIA-SQLBI virtual machines are running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then, in the D:\10778A\Demofiles\Mod02 folder, run Setup.cmd as Administrator. 2. Start SQL Server Data Tools, and create a new project using the Report Server Project Wizard template. Name the project ReportsDemo1 and save in the D:\107778A\Demofiles\Mod02 folder. 3. In the Welcome to the Report Wizard page, click Next. 4. In the Select the Data Source page, create a new data source named AdventureWorksDW that uses Windows authentication to connect to the AdventureWorksDW database on the localhost instance of SQL Server. Do not select the Make this a shared data source checkbox, and click Next. 5. On the Design the Query page, click Query Builder, and in the Query Designer window, perform the following steps and click OK. Then click Next. Add the DimGeography, DimReseller, and FactResellerSales tables. Select the EnglishCountryRegionName, StateProvinceName, and City columns in the DimGeography table. Select the ResellerName column in the DimReseller table. Select the SalesOrderNumber, OrderDate, and SalesAmount columns in the FactResellerSales table. Add the following values to the Alias column: EnglishCountryRegionName: Country StateProvincename: State ResellerName: Reseller 6. On the Select the Report Type page, ensure that Tabular is selected, and then click Next. 7. On the Design the Table page, add all fields to the Details section. Then click Next. 8. On the Choose the Table Style page, preview each of the built-in styles, and then select Generic and click Next. 9. On the Choose the Deployment Location page, review the default selections and then click Next. 10. On the Completing the Wizard page, change the report name to Reseller Sales and click Finish. Task 2: Format and preview a report in Report Designer 1. When the report has been created, click the report design surface and in the View menu, click Report Data.

18 18 Implementing Data Models and Reports with Microsoft SQL Server In the Report Data pane, expand Data Sources and note that the AdventureWorksDW data source you defined in the wizard has been created. Then expand Datasets and note that a dataset named Dataset1 has been created from the query you defined in the wizard. 3. Right-click Dataset1 and click Dataset Properties. Then change the name to ResellerSales and click OK. 4. Click the Preview tab and view the report with its default formatting. Then click the Design tab. 5. In the report body, click the text box at the top left containing the report title (Reseller Sales), and then use the formatting buttons on the toolbar to make the title bold with a size of 14pt. 6. Click the tablix data region so that the gray row and column headers appear, and click the gray box where the row and column headers intersect to select the data region. Then drag the multidirectional arrow handle to move the data region down to make room for a larger title. 7. Click the title textbox and resize it so all of the text is visible. 8. In the tablix data region, click the top-left cell (which contains the Country column title) and drag to the bottom-right cell (which contains the [SalesAmount] field) to select all cells in the data region. Then click the Align Left button on the toolbar. 9. Click outside of the tablix data region to de-select it, and then select the first row of the tablix data region (which contains the column titles) and on the toolbar, click the Bold button. Then click the Background Color button and set the background to Light Gray. 10. Right-click the cell containing the [OrderDate] field and click Textbox Properties. Then in the Text Box Properties dialog box, on the Number tab, select the Date category and the 31-Jan-00 type and click OK. 11. Click the cell containing the [SalesAmount] field and press F4. Then in the Properties pane, set the Format property to $###,## Click the tablix region so that the gray row and column headers appear, and then click and drag the border between the column headings to widen the columns so that the data they contain fits on a single line. You may need to switch back and forth between Design and Preview tabs to determine appropriate column widths. 13. Click the Preview tab to view the completed report. 14. Click the Export button, and then click Excel. When prompted, save the report as Reseller Sales.xlsx in the D:\107778A\Demofles\Mod02 folder. 15. Close SQL Server Data Tools, and then open the Reseller Sales.xlsx Excel workbook in the D:\107778A\Demofles\Mod02 folder and view the exported report. 16. Close Excel.

19 Implementing Data Models and Reports with Microsoft SQL Server Lesson 3 Grouping and Aggregating Data in a Report Contents: Detailed Demonstration Steps 20

20 20 Implementing Data Models and Reports with Microsoft SQL Server 2012 Detailed Demonstration Steps Demonstration: Grouping Data in a Report Detailed demonstration steps Task 1: Create groups in a Tablix data region 1. Ensure that both MIA-DC1 and MIA-SQLBI virtual machines are running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then, in the D:\10778A\Demofiles\Mod02 folder, run Setup.cmd as Administrator. 2. Double-click ReportsDemo2.sln in the D:\107778A\Demofiles\Mod02 folder to open the solution in SQL Server Data Tools. Then in Solution Explorer, double-click the Reseller Sales.rdl report. 3. In the Groupings pane, in the Row Groups section, in the table1_details_group drop-down list, point to Add Group and click Parent Group. Then in the Tablix Group dialog box, in the Group By list click [Country], select Add group header, and click OK. 4. Note that the report now contains two Country columns one for the group you just created, and one for the original Country field, which is no longer required. Right-click the gray column header for the original Country field (the second column) and click Delete Columns to remove it. 5. In the Report Data pane, expand Datasets, and drag the State field from the ResellerSales dataset and drop it between the Country and table1_details_group groups in the Grouping pane. Note that this adds a group for the State field without a group header in addition to the original State field. Then, right-click the gray column header for the original State field (the third column) and click Delete Columns to remove it. 6. Right-click the [State] field in the second column, point to Insert Row, and click Inside Group Above. This creates a header row for the group. 7. Right-click the [City] field in the third column, point to Add Group, and under Row Group, click Parent Group. Then in the Tablix Group dialog box, in the Group By list click [City], select Add group header, and click OK. Then, right-click the gray column header for the original City field (now the fourth column) and click Delete Columns to remove it. 8. Right-click the [City] field in the third column, point to Add Group, and click Child Group. Then in the Tablix Group dialog box, in the Group By list click [Reseller], select Add group header, and click OK. Then, right-click the gray column header for the original Reseller field (the fifth column) and click Delete Columns to remove it. 9. In the Groupings pane, in the table1_details_group drop-down list, click Group Properties. Then on the Sorting tab, click Add and in the Sort by column, click [OrderDate]. Then click OK. 10. Preview the report, and switch back to the Design tab to widen the new columns as required. When you are satisfied with the column widths, preview the report and note that the data is now grouped and sorted. Task 2: Display aggregate values for data groups 1. On the Design tab, in the Groupings pane, on the Country drop-down list, point to Add Total and click After. Note that this adds a row at the bottom of the table with an expression to calculate the sum of the [SalesAmount] field.

21 Implementing Data Models and Reports with Microsoft SQL Server In the Groupings pane, on the State drop-down list, point to Add Total and click Before. Note that this adds an expression to calculate the sum of the [SalesAmount] field to the first row in the table (in which the [Country] field is displayed in the first column). 3. Repeat the previous step for the City, Reseller, and table1_details_group groups, and note that the Sales Amount column now contains subtotals for each grouping with a grand total at the bottom. 4. When you added the totals, Report Designer automatically created a Total label for each row. Delete all of these Total labels other than the one on the bottom row of the table. 5. Right-click the cell immediately above the [Sales Order Number] field in the Sales Order Number column, and click Expression. Then in the Expression dialog box, enter the following expression and click OK. =CountDistinct(Fields!SalesOrderNumber.Value) 6. Right-click the cell containing the expression you just created and click Copy, and then paste the cell into each of the empty cells above it. 7. Preview the report, and note that the number of orders and sales total for each group is displayed. Task 3: Enable drilldown interactivity 1. On the Design tab, in the Groupings pane, in the table1_details_group drop-down list, click Group Properties. 2. In the Group Properties dialog box, on the Visibility tab, select the Hide option, select the Display can be toggled by this report item checkbox, and in the drop-down list, select Reseller1. Then click OK. Reseller1 is the textbox containing the name of the reseller for each Reseller group. 3. Repeat the previous two steps to hide the following groups and enable them to be toggled by the specified report items: Reseller (toggled by City1) City (toggled by State1) State (toggled by Country1) 4. Preview the report and note that you can expand and contract the groupings to display the level of detail you require. Task 4: Configure report pagination based on data groups 1. On the Design tab, click the report design surface and press F4. Then in the Properties pane, set the InitialPageName property for the Report item to Reseller Sales Report. 2. Click the tablix data region so that the gray row and column headers appear, and click the gray box where the row and column headers intersect to select the data region. Then in the Properties pane, expand the PageBreak property group for the table1 tablix and set the BreakLocation property to Start. This creates a page break at the start of the tablix data region. 3. In the Groupings pane, click the Country group. Then in the Properties pane, expand the Group and PageBreak property groups for the Country tablix member and set the BreakLocation property to Between. This creates a page break between each instance of the Country group. 4. With the Country group still selected, in the Properties pane, set the PageName property to the following expression:

22 22 Implementing Data Models and Reports with Microsoft SQL Server 2012 =Fields!Country.Value 5. Preview the report and note that the first page contains only the report title. 6. Use the page navigation buttons to scroll through the report and verify that each country group starts on a new page. 7. Click the Export button, and then click Excel. When prompted, save the report as Reseller Sales.xlsx in the D:\107778A\Demofles\Mod02 folder replacing the file if it already exists. 8. Close SQL Server Data Tools, and then open the Reseller Sales.xlsx Excel workbook in the D:\107778A\Demofles\Mod02 folder and view the exported report, noting that it contains a title worksheet and a worksheet for each country, in which users can expand or collapse the grouped data. Then close Excel.

23 Implementing Data Models and Reports with Microsoft SQL Server Lesson 4 Showing Data Graphically Contents: Detailed Demonstration Steps 24 Additional Reading 25

24 24 Implementing Data Models and Reports with Microsoft SQL Server 2012 Detailed Demonstration Steps Demonstration: Creating a Chart Detailed demonstration steps Task 1: Add a chart to a report 1. Ensure that the MIA-DC1 and MIA-SQLBI virtual machines are both running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then, in the D:\10778A\Demofiles\Mod02 folder, run Setup.cmd as Administrator. 2. Double-click ReportsDemo3.sln in the D:\107778A\Demofiles\Mod02 folder to open the solution in SQL Server Data Tools. Then in Solution Explorer, double-click the Reseller Sales.rdl report. 3. Click the tablix data region so that the gray row and column headers appear, and click the gray box where the row and column headers intersect to select the data region. Then drag the multidirectional arrow handle to move the data region down about 10 centimeters. 4. In the Toolbox, drag a Chart to the blank area you just created above the tablix data region. Then in the Select Chart Type dialog box, in the Shape section select the third chart style (3-D Pie) and click OK. 5. Move and resize the chart to fit the available space above the tablix data region. Task 2: Specify chart data 1. Click the chart to display the Chart Data pane. 2. In the Chart Data pane, in the Values section, add the SalesAmount field. 3. In the Chart Data pane, in the Category Groups section, add the Country field. 4. Click the Preview tab and verify that the chart displays sales by country. Task 3: Format a chart 1. On the Design tab, click the Chart Title label, and then in the Properties pane change the Caption property to Reseller Sales by Country. 2. Click a blank area on the report design surface, and then right-click the chart, point to Chart, and click Chart Properties. 3. In the Chart Properties dialog box, in the Color palette drop-down list, select Bright pastel, and click OK. 4. Preview the report and view the formatted chart. 5. Click the Export button, and then click Excel. When prompted, save the report as Reseller Sales.xlsx in the D:\107778A\Demofles\Mod02 folder replacing the file if it already exists. 6. Close SQL Server Data Tools, and then open the Reseller Sales.xlsx Excel workbook in the D:\107778A\Demofles\Mod02 folder and view the exported report, noting that the first worksheet contains the chart. Then close Excel.

25 Implementing Data Models and Reports with Microsoft SQL Server Additional Reading Working with Charts For more information about using charts in reports, see Charts (Report Builder 3.0 and SSRS) in SQL Server Books Online. Showing Key Values with Gauges For more information about using gauges in reports, see Gauges (Report Builder 3.0 and SSRS) in SQL Server books Online. Summarizing Data with Data Bars and Sparklines For more information about using data bars and sparklines in reports, see Sparklines and Data Bars (Report Builder 3.0 and SSRS) in SQL Server books Online. Using Indicators For more information about using indicators in reports, see Indicators (Report Builder 3.0 and SSRS) in SQL Server books Online. Displaying Geographical Data with Maps For more information about using maps in reports, see Maps (Report Builder 3.0 and SSRS) in SQL Server books Online.

26 26 Implementing Data Models and Reports with Microsoft SQL Server 2012 Lesson 5 Filtering Reports By Using Parameters Contents: Detailed Demonstration Steps 27

27 Implementing Data Models and Reports with Microsoft SQL Server Detailed Demonstration Steps Demonstration: Using a Parameter Detailed demonstration steps Task 1: Add a parameter to a report 1. Ensure the MIA-DC1 and MIA-SQLBI virtual machines are both running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then, in the D:\10778A\Demofiles\Mod02 folder, run Setup.cmd as Administrator. 2. Double-click ReportsDemo4.sln in the D:\107778A\Demofiles\Mod02 folder to open the solution in SQL Server Data Tools. Then in Solution Explorer, double-click the Reseller Sales.rdl report. 3. In the Report Data pane, expand Datasets and then right-click the ResellerSales dataset and click Query. 4. In the Query Designer dialog box, add the following WHERE clause to the existing Transact-SQL query, and then click OK. WHERE YEAR(FactResellerSales.OrderDate) 5. Right-click the ResellerSales dataset and click Dataset Properties. Then in the Dataset Properties dialog box, on the Parameters tab, note that a dataset property has been created, and click OK. 6. In the Report Data pane, expand Parameters and note that a report parameter named Year has been created. Task 2: Configure a parameter 1. In the Report Data pane, right-click the Year report parameter and click Parameter Properties. 2. In the Report Parameter Properties dialog box, on the General tab, in the data type drop-down list, select Integer. Then click OK. 3. Click the Preview tab and note that the report is not rendered. Then, in the Year text box, type 2004 and click View Report. The report is then rendered with data for sales in Task 3: Set available and default values for a parameter 1. On the Design tab, in the Report Data pane, right-click Datasets and click Add Dataset. 2. In the Dataset Properties dialog box, perform he follow steps and then click OK. In the Name box type SalesYears. Select Use a dataset embedded in my report. In the Data Source drop-down list, select AdventureWorksDW. Ensure that the Text query type option is selected. Enter the following Transact-SQL query. SELECT DISTINCT YEAR(OrderDate) Year FROM FactResellerSales ORDER BY YEAR(OrderDate)

28 28 Implementing Data Models and Reports with Microsoft SQL Server Repeat the previous two steps to create a dataset named MostRecentSalesYear that uses the following Transact-SQL query. SELECT MAX(YEAR(OrderDate)) MaxYear FROM FactResellerSales 4. In the Report Data pane, right-click the Year report parameter and click Parameter Properties. 5. In the Report Parameter Properties dialog box, on the Available Values tab, perform the following steps: Select Get values from a query. In the Dataset drop-down list, select SalesYears. In the Value field drop-down list, select Year. In the Label field drop-down list, select Year. 6. On the Default Values tab, perform the following steps. Then click OK. Select Get values from a query. In the Dataset drop-down list, select MostRecentSalesYear. In the Value field drop-down list, select MaxYear. 7. Click the Preview tab and note that the report is rendered using the most recent year (2004). Then, in the Year drop-down list, select 2003 and click View Report. The report is then rendered with data for sales in Close SQL Server Data Tools.

29 Implementing Data Models and Reports with Microsoft SQL Server Lesson 6 Publishing and Viewing a Report Contents: Detailed Demonstration Steps 30

30 30 Implementing Data Models and Reports with Microsoft SQL Server 2012 Detailed Demonstration Steps Demonstration: Publishing a Report Detailed demonstration steps Task 1: Configure a report project 1. Ensure the MIA-DC1 and MIA-SQLBI virtual machines are both running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then, in the D:\10778A\Demofiles\Mod02 folder, run Setup.cmd as Administrator. 2. Double-click ReportsDemo5.sln in the D:\107778A\Demofiles\Mod02 folder to open the solution in SQL Server Data Tools. 3. In Solution Explorer, right-click the ReportDemo5 project and click Properties. Then set the following properties and click OK: TargetDatasetFolder: TargetdataSourceFolder: TargetReportFolder: TargetReportPartFolder: TargetServerURL: Task 2: Deploy a report project 1. On the Build menu, click Deploy ReportsDemo5. 2. Observe the deployment progress in the status bar and the Output pane. Task 3: View a published report 1. When deployment has succeeded, close SQL Server Data Tools, start Internet Explorer, and browse to the SharePoint site at 2. Under Libraries, click Reports. Then in the Reports document library, click the demo folder. 3. Click the Reseller Sales report and note that it is rendered in the SharePoint interface. 4. In the Parameters pane, in the Year drop-down list, select 2003, and click Apply. The report is rendered again with the data for sales in In the Actions menu, point to Export, and click excel. When prompted, save the report as Reseller Sales.xlsx in the D:\107778A\Demofles\Mod02 folder replacing the file if it already exists. 6. When the file has downloaded, click Open to view it in Excel. 7. Close Excel and Internet Explorer.

31 Implementing Data Models and Reports with Microsoft SQL Server Module Reviews and Takeaways Review questions Question: As a professional BI developer, what tool should you generally use to create and maintain reports? Answer: You could use Report builder, but in most cases a professional report developer should use Report Designer in SQL Server Data Tools. Question: You need to create a report in which users can view a summary of sales totals for each month of the year and drilldown into the individual sales for each month. How can you achieve this? Answer: You can create a group in the report based on the Month field, with an aggregate total in the group header. You can then configure the Visibility properties of the details group so that it is hidden by default and can be toggled by the textbox containing the Month field in the Month group header row. Question: You want to show a graphical representation of a company s profit for the year to-date compared to the target that was set at the beginning of the year. How can you achieve this? Answer: You could use a chart, but for this kind of single value visualization, a gauge is the most appropriate choice.

32 32 Implementing Data Models and Reports with Microsoft SQL Server 2012 Module 3 Supporting Self Service Reporting Contents: Lesson 1: Introduction to Self Service Reporting 33 Lesson 2: Shared Data Sources and Datasets 37 Lesson 3: Report Parts 41 Module Reviews and Takeaways 45

33 Implementing Data Models and Reports with Microsoft SQL Server Lesson 1 Introduction to Self Service Reporting Contents: Detailed Demonstration Steps 34

34 34 Implementing Data Models and Reports with Microsoft SQL Server 2012 Detailed Demonstration Steps Demonstration: Using Report Builder Detailed demonstration steps Task 1: Use Report Builder to create a report 1. Ensure MIA-DC1 and MIA-SQLBI are started, and log onto MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod03 folder, run Setup.cmd as Administrator. 2. Start Internet Explorer and browse to the Reports document library in the SharePoint site at 3. In the ribbon, on the Documents tab, in the New Document drop-down list, click Report Builder Report. If you are prompted to install Report Builder, click Run, and wait for Report Builder to be downloaded. The application starts automatically after it has been downloaded. 4. In the Getting Started dialog box, ensure that New Report is selected and click Table or Matrix Wizard. 5. On the Choose a dataset page, ensure Create a dataset is selected, and click Next. 6. On the Choose a connection to a data source page, click New, and in the Data Source Properties dialog box, create a data source with the following settings and click OK. Then click Next. On the General tab, change the Name property to AdventureWorksDW, ensure that the Microsoft SQL Server connection type is selected, and enter the following connection string. Data source=localhost;initial Catalog=AdventureWorksDW On the Credentials tab, ensure that the Use current Windows user. Kerberos delegation might be required option is selected. 7. On the Design a query page, in the Database view pane, expand Tables, expand the DimGeography, DimDate, DimCustomer, and FactInternetSales tables, and select the following fields: DimDate.CalendarYear DimDate.MonthNumberOfYear DimDate.EnglishMonthName DimGeography.EnglishCountryRegionName DimCustomer.GeographyKey FactInternetSales.CustomerKey FactInternetSales.OrderDateKey FactInternetSales.SalesAmount 8. After you have selected the fields, click Run Query and note that no rows are returned. Then expand the Relationships pane, review the relationships that have been automatically detected, and note that the FactInternetSales table is joined to the DimDate table on three fields (OrderDateKey, DueDateKey, and ShipDateKey).

35 Implementing Data Models and Reports with Microsoft SQL Server Click Edit as Text and modify the query to remove the AND clauses that join the FactInternetSales table to the DimDate table on the DueDateKey and ShipDateKey columns and click the Run button to verify that the query now returns data. Then click Next. Note This step highlights the fact that some knowledge of query syntax may be required to define a dataset for a report. In a self-service reporting scenario, some users may not have this knowledge. Later in this module, the use of shared data sources and datasets to overcome this problem is discussed. 10. On the Arrange fields page, drag and drop the fields to the following groups and then click Next. Row groups EnglishCountryRegionName Column groups Values CalendarYear EnglishMonthName SalesAmount 11. On the Choose the layout page, ensure that Show subtotals and grand totals and Expand/collapse groups are all selected, and then click Next. 12. On the Choose a style page, in the Styles list, select Generic. Then click Finish. 13. In the Click to add title text box, type Sales Report. Then click Run to preview the report, and then click Design and widen columns as necessary. Task 2: Publish a report from Report Builder 1. In the quick access toolbar, click Save. Then in the Save As Report dialog box, browse to the folder, in the Name box type Demo Sales Report.rdl, and click Save. 2. Close Report Builder. 3. In Internet Explorer, in the Quick Launch area of the SharePoint site, under Libraries, click Reports to refresh the view and note that Demo Sales Report has been published in the Reports document library. Then click Demo Sales Report and view the report. Task 3: Use Report builder to edit an existing report 1. When viewing the report, at the top of the page click the Reports link to return to the Reports document library. Then, on the drop-down menu for Demo Sales Report, click Edit in Report Builder. 2. Click the cell containing the expression [Sum(SalesAmount)] directly beneath the [EnglishMonthName] cell, and then hold the Shift key and click the [Sum(SalesAmount)] field at the bottom right of the tablix data region to select all of the [Sum(SalesAmount)] cells. Then on the toolbar, click the currency ($) format button. 3. In the Groupings pane, in the EnglishMonthName group drop-down list, click Group Properties. Then on the Sorting tab, change the Sort by field to MonthNumberOfYear so that the months are

36 36 Implementing Data Models and Reports with Microsoft SQL Server 2012 sorted in calendar order, and click OK. Then, in the quick access toolbar, click Save. Then close Report Builder. 4. In Internet Explorer, in the Reports document library, click Demo Sales Report to view the report and note that your changes have been published to the report server. Then close Internet Explorer.

37 Implementing Data Models and Reports with Microsoft SQL Server Lesson 2 Shared Data Sources and Datasets Contents: Detailed Demonstration Steps 38

38 38 Implementing Data Models and Reports with Microsoft SQL Server 2012 Detailed Demonstration Steps Demonstration: Using a Shared Data Source Detailed demonstration steps Task 1: Create a shared data source 1. Ensure MIA-DC1 and MIA-SQLBI are started, and log onto MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod03 folder, run Setup.cmd as Administrator. 2. Start Internet Explorer and browse to the Reports document library in the SharePoint site at 3. In the ribbon, on the Documents tab, in the New Document drop-down list, click Report Data Source. 4. In the Data Source Properties page, configure a data source with the following settings and click OK. Name: Demo Adventure Works DW Data Source Type: Microsoft SQL Server Connection string: Data source=localhost;initial Catalog=AdventureWorksDW Credentials: Windows authentication (integrated) or SharePoint user Availability: Enable this data source selected Task 2: Use a shared data source in a report 1. In the ribbon, on the Documents tab, in the New Document drop-down list, click Report Builder Report. 2. When Report Builder starts, in the Getting Started dialog box, select New Report and click Table or Matrix Wizard. 3. On the Choose a dataset page, ensure Create a dataset is selected, and click Next. 4. On the Choose a connection to a data source page, click Browse and browse to the folder. Then select the Demo Adventure Works DW.rsds shared data source you created in the previous task and click Open. Then ensure that the Demo Adventure Works DW.rsds data source is selected, and click Next. 5. On the Design a query page, in the Database view pane, expand Tables, expand the DimCustomer, DimGeography, and FactInternetSales tables, and select the following fields: DimGeography.EnglishCountryRegionName DimCustomer.GeographyKey FactInternetSales.CustomerKey FactInternetSales.SalesAmount 6. Expand the Relationships pane, review the relationships that have been automatically detected. Then click Next.

39 Implementing Data Models and Reports with Microsoft SQL Server On the Arrange fields page, drag and drop the fields to the following groups and then click Next. Row groups Values EnglishCountryRegionName SalesAmount 8. On the Choose the layout page, ensure that Show subtotals and grand totals is selected, and then click Next. 9. On the Choose a style page, in the Styles list, select any style. Then click Finish. 10. In the Report data pane, expand Data Sources and then right-click the data source used by the report and click Data Source Properties. Note that the data source is a reference to the Demo Adventure Works DW.rsds shared data source you created earlier, and then click OK. 11. Format the report as necessary - for example, format the [Sum(SalesAmount)] fields as currency and widen the columns. 12. Click Run to preview the report, and then close Report Builder without saving the report. Then close Internet Explorer. Demonstration: Using a Shared Dataset Detailed demonstration steps Note This demonstration requires that you have completed the previous demonstration in this module. If you have not done so, you must create a shared data source named Demo Adventure Works DW.rsds that connects to the AdventureWorksDW database in the localhost instance of SQL Server. Task 1: Create a shared dataset 1. Ensure MIA-DC1 and MIA-SQLBI are started, and log onto MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod03 folder, run Setup.cmd as Administrator. 2. Start Internet Explorer and browse to the Reports document library in the SharePoint site at 3. In the ribbon, on the Documents tab, in the New Document drop-down list, click Report Builder Report. 4. When Report Builder starts, in the Getting Started dialog box, select New Dataset and select the Demo Adventure Works DW.rsds data source you created in the previous demo. If Demo Adventure Works DW.rsds is not listed, click Browse other data sources and browse to the folder. Then select the Demo Adventure Works DW.rsds shared data source and click Open. When you have selected the Demo Adventure Works DW.rsds data source, click Create. 5. On the ribbon, in the Query Designer section, click Import. Then browse to the D:\10778A\Demofiles\Mod03 folder, select Internet Sales.sql, and click Open.

40 40 Implementing Data Models and Reports with Microsoft SQL Server On the ribbon, click the Run button. When the query has completed, review the results, which show Internet sales data. 7. In the quick access toolbar, click Save. Then in the Save As Dataset dialog box, browse to the folder, in the Name box type Demo Internet Sales.rsd, and save the dataset. Task 2: Use a shared dataset in a report 1. Click the round button at the top left of the ribbon, and on the Report Builder menu, click New. Then in the New Report or Dataset dialog box, select New Report and click Table or Matrix Wizard. 2. On the Choose a dataset page, select Choose an existing dataset in this report or a shared dataset, click Browse and in the folder, click Demo Internet Sales.rsd and click Open. Then click Next. 3. On the Arrange fields page, drag and drop the fields to the following groups and then click Next. Row groups CalendarYear Month Column groups Values ProductCategory SalesAmount 4. On the Choose the layout page, ensure that Show subtotals and grand totals, Blocked, subtotal below, and Expand/collapse groups are all selected, and then click Next. 5. On the Choose a style page, in the Styles list, select any style. Then click Finish. 6. Format the report as necessary - for example, format the [Sum(SalesAmount)] fields as currency and widen the columns. 7. In the Groupings pane, in the Month group drop-down list, click Group Properties. Then on the Sorting tab, change the Sort by field to MonthNo so that the months are sorted in calendar order, and click OK. 8. Click Run to preview the report, and then close Report Builder without saving the report. Then close Internet Explorer.

41 Implementing Data Models and Reports with Microsoft SQL Server Lesson 3 Report Parts Contents: Detailed Demonstration Steps 42

42 42 Implementing Data Models and Reports with Microsoft SQL Server 2012 Detailed Demonstration Steps Demonstration: Using Report Parts Detailed demonstration steps Task 1: Create and publish a report part 1. Ensure MIA-DC1 and MIA-SQLBI are started, and log onto MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod03 folder, run Setup.cmd as Administrator. 2. Start Internet Explorer and browse to the Reports document library in the SharePoint site at 3. In the ribbon, on the Documents tab, in the New Document drop-down list, click Report Builder Report. If you are prompted, click Run, and wait for Report Builder to be downloaded. The application starts automatically after it has been downloaded. 4. In the Getting Started dialog box, ensure that New Report is selected and click Chart Wizard. 5. On the Choose a dataset page, ensure Create a dataset is selected, and click Next. 6. On the Choose a connection to a data source page, click New, and in the Data Source Properties dialog box, create a data source with the following settings and click OK. Then click Next. On the General tab, change the Name property to AdventureWorksDW, ensure that the Microsoft SQL Server connection type is selected, and enter the following connection string. Data source=localhost;initial Catalog=AdventureWorksDW On the Credentials tab, ensure that the Use current Windows user. Kerberos delegation might be required option is selected. 7. On the Design a query page, click Import and browse to the D:\10778A\Demofiles\Mod03 folder, select SalesByYear.sql, and click Open. Then on the toolbar, click the Run button to verify that the query returns sales volumes for years and product categories, and click Next. 8. On the Choose a chart type page, select Line, and click Next. 9. On the Arrange chart fields page, drag CalendarYear to the Categories list, drag ProductCategory to the Series list, and drag SalesAmount to the Values list. Then click Next. 10. On the Choose a style page, select Generic, and then click Finish. 11. When the report has been created, click the Chart Title text box and then select the text and change it to Sales Trend. Then resize the chart to make it bigger. 12. Click Run to preview the chart and then click Design to return to design view. 13. With the chart selected, on the View tab of the ribbon, select Properties. Then in the Properties pane, change the Name property of the chart to DemoSalesTrendChart. 14. In the Report Data pane, expand Datasets, right-click DataSet1 and click Dataset Properties. Then in the Dataset Properties dialog box, change the Name property to DemoSalesByYear and click OK.

43 Implementing Data Models and Reports with Microsoft SQL Server Click the round button at the top left of the ribbon, and on the Report Builder menu, click Publish Report Parts, and in the Choose Sharepoint Document Library dialog box, select the Reports document library and click OK. Then on the Publish Report parts dialog box, click Review and modify report parts before publishing. 16. In the Publish Report Parts dialog box, expand DemoSalesTrendChart and in the description box, type Chart showing sales by category over time. Then click Publish, and when the Result message shows that a report part was published successfully, click Close. Task 2: Use a report part in a report 1. Click the round button at the top left of the ribbon, and on the Report Builder menu, click New. When prompted to save the current report, click No. Then in the New Report or Dataset dialog box, select New Report and click Blank Report. 2. In the ribbon, on the Insert tab, click Report Parts. 3. In the Report Part Gallery pane, in the search box type Sales and click the search button. Note that the DemoSalesTrendChart report part you published in the previous task is listed in the results. 4. Drag the DemoSalesTrendChart report part to the body of the report. 5. Right-click the chart title, point to Chart, and click Chart Properties. Then in the Chart properties dialog box, in the Color palette drop-down list, select Chocolate and click OK. 6. Click the Click to add title textbox and type Sales Report. 7. On the Home tab, click Run to preview the report and note that the report part is shown with the chocolate color palette in this report. 8. In the quick access toolbar, click Save. Then in the Save As Report dialog box, browse to the folder, in the Name box type Demo Sales Report Line Chart.rdl, and click Save. Task 3: Update a report part 1. Click the round button at the top left of the ribbon, and on the Report Builder menu, click New. Then in the New Report or Dataset dialog box, select New Report and click Blank Report. 2. Drag the DemoSalesTrendChart report part from the Report Parts Gallery pane to the body of the report. 3. Right-click the chart title, point to Chart, and click Chart Properties. Then in the Chart properties dialog box, in the Color palette drop-down list, select Sea green and click OK. 4. Click the round button at the top left of the ribbon, and on the Report Builder menu, click Publish Report Parts, and in the Choose Sharepoint Document Library dialog box, select the Reports document library and click OK. Then on the Publish Report parts dialog box, click Review and modify report parts before publishing. 5. In the Publish Report Parts dialog box, expand DemoSalesTrendChart and ensure that the Publish as a new copy of the report part checkbox is not selected. Then click Publish, and when the Result message shows that a report part was published successfully, click Close. 6. Click the round button at the top left of the ribbon, and on the Report Builder menu, in the Recent Documents list, click Demo Sales Report Line Chart.rdl. Do not save the current report from which you republished the report part.

44 44 Implementing Data Models and Reports with Microsoft SQL Server Wait for a few moments until the Updated Report Parts message appears under the ribbon. Then click View Updates. 8. In the Update Report Parts dialog box, select the DemoSalesTrendChart report part and click Update. Then click Close and note that the report has been updated with the new version of the report part. 9. Save the report and close Report Builder and Internet Explorer.

45 Implementing Data Models and Reports with Microsoft SQL Server Module Reviews and Takeaways Review questions Question: How can you enable business users to create reports without them needing to define connection strings for databases? Answer: Create shared data sources that encapsulates the connection information for each database that can be used as a source for reports. Question: How can you simplify self-service reporting for business users who aren t familiar with query syntax? Answer: Create shared datasets that retrieve commonly used data for reports. Question: How can you create a standard gauge that multiple business users can include in their reports? Answer: Create the gauge in a report and then publish it as a report part.

46 46 Implementing Data Models and Reports with Microsoft SQL Server 2012 Module 4 Managing Report Execution and Delivery Contents: Lesson 1: Managing Report Security 47 Lesson 2: Managing Report Execution 49 Lesson 3: Subscriptions and Data Alert 51 Lesson 4: Troubleshooting Reporting Services 55 Module Reviews and Takeaways 57

47 Implementing Data Models and Reports with Microsoft SQL Server Lesson 1 Managing Report Security Contents: Additional Reading 48

48 48 Implementing Data Models and Reports with Microsoft SQL Server 2012 Additional Reading Managing Authentication Kerberos Documentation for Windows

49 Implementing Data Models and Reports with Microsoft SQL Server Lesson 2 Managing Report Execution Contents: Detailed Demonstration Steps 50

50 50 Implementing Data Models and Reports with Microsoft SQL Server 2012 Detailed Demonstration Steps Demonstration: Configuring Report Execution Detailed demonstration steps Task 1: Configure credentials for a data source 1. Ensure MIA-DC1 and MIA-SQLBI are started, and log onto MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod04 folder, run Setup.cmd as Administrator. 2. In the D:\10778A\Demofiles\Mod04 folder, double-click AWReports.sln to open the solution in SQL Server Data Tools. Then in Solution Explorer, right-click AWReports and click Deploy. When deployment is complete, close SQL Server Data Tools. 3. Start Internet Explorer and browse to SharePoint site at and in the Reports document library, click Demo to view the contents of the Demo folder. 4. On the drop-down list for the AdventureWorksDW data source, click View Dependent Items and note that the Monthly Sales Report report has a dependency on this data source. Then click Close. 5. On the drop-down list for the AdventureWorksDW data source, click Edit Data Source Definition, and in the Credentials section of the configuration page, note that the data source is currently configured to use the Windows authentication (Integrated) or SharePoint user option. 6. In the Credentials section, select the Stored credentials option and enter the following credentials: User Name: ADVENTUREWORKS\ServiceAcct Password: Pa$$w0rd 7. Select Use as Windows credentials and click Test Connection. Then when the connection has been tested successfully, click OK. Task 2: Configure caching for a report 1. In the Demo folder, on the drop-down menu for the Monthly Sales Report report, click Manage Processing Options. 2. In the Data Refresh Options section, select the Use cached data option, and then in the Cache Options section, select On a custom schedule and click Configure. 3. In the Frequency section, select Day, in the Schedule section select all of the days and set the Start time to 12:00 am, and click OK. Then click OK again to set the processing options and return to the Reports document library. 4. Click Monthly Sales Report and note the execution date and time under the report heading. 5. At the top of the report page, click the demo link to return to return to the Demo folder, and then click Monthly Sales Report again. Note that the execution date and time have not changed because the report has been cached.