CREATE AN SSRS REPORT WITH IQA

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Isabella Patterson
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We will show you both methods during this class.

1 1 CREATE AN SSRS REPORT WITH IQA It is important to do some planning before you begin writing reports. An early decision you will need to make for each report is whether or not you wish to use an IQA query as the basic data set for your report, or whether you wish to use a standalone SSRS report. We will show you both methods during this class. To help you make an informed decision, here are some pros and cons: IQA Based Reports (SSRS Report ipart) Pros: Cons: IQA is familiar to many users and no knowledge of SQL is required. Using IQA enforces use of the best practice of using Business Objects as data sources rather than tables. IQA allows you to incorporate dynamic filters such to display report data based on who is logged in or which record is selected. Intelligent_Query_Architect_/Adding_dynamic_fil ters_to.htm imis comes with many built in IQA queries that you can use as a basis for reports. IQA based report usually require more planning upfront as it can be time consuming to modify if you forgot a field in the original query or need to make changes to the data source once the report layout exists. More maintenance is required as every report you create needs both the report template and the query. Cannot use Report builder 3.0. The report header added in the xml is not compatible in imis. Must use BIDS/SSDT (Either Visual Studio 2008 that comes with SQL 2008 R2 or Visual Studio 2010 that comes with SQL 2012). There are many steps to complete this process: IQA Query Save Report Import into SSRS Modify Layout Import into imis Tie query & layout Add to webpage

Use communication suite to deliver reports by e-mail There are fewer steps and you can get reports up to your website very quickly: Create SSRS Report Import into imis Add to webpage Cons: You cannot

2 2 Standalone SSRS Reports (Report Display ipart) Pros: You have complete control over the datasets you create and can go directly to SQL. Changes to the report can be made directly, with fields easily added and removed without needing to go back and forth to imis. Use communication suite to deliver reports by There are fewer steps and you can get reports up to your website very quickly: Create SSRS Report Import into imis Add to webpage Cons: You cannot use dynamic filters. Requires thorough understanding of BOD Business Object views and join There is no control over using tables, views, or business objects. This means people can write reports referencing tables or views that may be overwritten with an upgrade or other user changes. The best practice is to use Business Objects as the source for reports.

3 3 Using Report Display Content Item Goal: Create an event attendance certificate. Link this certificate to a contacts event registration list, so they can easily print a certificate for any event they have attended. Steps Setup a page to access the report 1. Create a content page that contains an IQA query which lists all events the logged in user is registered for. 2. Place this page in a tab within the staff individual profile page. Create IQA to generate a base report 1. Create an IQA query which contains the fields you want to use in the report. 2. Select each display property you want displayed in the report in the IQA display tab. If the properties don t match the fields needed in the report they can be added later directly in SSDT. 3. Filters and sort order can be set directly in SSDT 4. Under report tab for the IQA query select save report definition to workstation and save to computer with SSDT installed Note: You can create a new SSRS report from scratch, Create/Edit report in SSDT 1. Open SQL Server Data Tools for Visual Studio Under file menu select new project to create new reporting project a. Under templates business intelligence select report server project 3. In Solution Explorer view the Shared Data Sources a. The name of the data source must be IMIS 4. In Solution Explorer right click on Reports a. Add the file downloaded to your project by selecting add existing item and selecting it b. If you want to create your own empty report select add new item

4 Modify the report 1. Create an OrderNumber parameter 2. Delete the ReportTitle parameter and any references to it on the report. 3. Right click the IMIS data set and select Data set properties.

Note: If we were connected to the database, we could run the query and this would normally happen automatically. 5.

4 4 Modify the report 1. Create an OrderNumber parameter 2. Delete the ReportTitle parameter and any references to it on the report. 3. Right click the IMIS data set and select Data set properties. Update the where clause in the script to the following: WHERE vbocsregistration.ordernumber 4. Add the parameter in the data set properties. Note: If we were connected to the database, we could run the query and this would normally happen automatically. 5. Add the following information on the report: Certificate of Attendance This is to acknowledge that [Full_Name] Attended [Event] [Date] Upload report to imis 6. Within document system click new and select reporting services template 7. Select your report RDL file from your SSDT project and click upload Add report to RiSE page 8. In page builder manage content click new to create new page 9. Click add content then in the content gallery under utility folder select Report Display Dynamic Content item

5 5 10. To set the document system path to the SSRS report template select the path and file you uploaded your report to. 11. Click ok 12. Click save and publish Update the Registration IQA to point to your page 13. Open the IQA and set the Link path to point to your page ~/Shared_Content/ContactManagement/Event_Certificate.aspx?OrderNumber=[Order Number] 14. Go to the page and click on the link to test. 15. If necessary, go back and make additional changes to the report and re-upload.

6 Using SSRS Report Content Item Goal: Setup a membership invoice that displays based on the record you have selected in the staff site. We are making use of dynamic filters in this case.

6 6 Using SSRS Report Content Item Goal: Setup a membership invoice that displays based on the record you have selected in the staff site. We are making use of dynamic filters in this case. Steps Create IQA to generate a base report and manage data 1. Create IQA query 2. Select each display property you want displayed in the report. Make sure the properties selected in the IQA display tab match each of the fields needed in the report. 3. Filters and sort order must be set in IQA 4. Under report tab for the IQA query select save report definition to imis. You will notice that both the report and the template have been created. 5. Select the template and click Download to download the rdl file. Create report in SSDT 6. Open SQL Server Data Tools for Visual Studio Under file menu select new project to create new reporting project (A project was already created for the first report, so we can use the same project) a. Under templates business intelligence select report server project 8. In Solution Explorer view the Shared Data Sources a. The name of the data source must be IMIS 9. In Solution Explorer right click on Reports a. Add the file downloaded to your project by selecting add existing item and selecting it 10. Create and save report Note: If you need to display modify/add display fields, filters, or sort order after IQA creation you will need to modify the IQA first followed by additional steps. Modify the report 11. Make changes to the report to make it look like an invoice: - Remove footer text boxes. - Add header section which contains: logo, Tax Invoice heading, ABN, Bill date, full name and address. - Remove all columns from Tablix, except Title, Copies and Bill Amount - In the Tablix properties, link it to the IMIS data set - In the Tablix, add a group by ID and add a group header and footer. Add column headings to group header row.

7 7 - Add a row in the group footer which contains an expression for the Total amount Sum(Bill Amount) - Add a row in the group footer which contains an expression for the Total paid Sum(Payment Amount) - Add a row in the group footer which contains an expression for the Total Balance Sum(Balance) Upload report to imis 12. Open the report template in imis 13. Find the SSRS report with your SSDT edits and click upload Add report to RiSE page 14. In page builder find the invoice page we created earlier and click on Edit. 15. Click add content then in the content gallery under utility folder select SSRS Report Dynamic Content item 16. Point to the SSRS report runtime that was created Test 17. Click ok 18. Click save and publish 19. Find a record and load the Invoice tab to view the report 20. You should now see a membership invoice 21. Make changes to the report and re-upload if necessary.

Advance SSRS Reporting. Aun Ali Baghdadwala System Analyst Reporting, Enform Canada

Advance SSRS Reporting. Aun Ali Baghdadwala System Analyst Reporting, Enform Canada Advance SSRS Reporting Aun Ali Baghdadwala System Analyst Reporting, Enform Canada Agenda Introduction - 9:00 to 9:10 am (10 min) Presentation Part 1-9:10 to 9:30 am (20 min) Activity 1-9:30 to 10:00 am