From Reporting Services Rookie to Rockstar

Transcription

1 From Reporting Services Rookie to Rockstar Workshop Preview Stacia Misner, Data Inspirations Global Sponsors:

2 Overview Introduction to Reporting Services Basic Report Development Data Region Concepts Dynamic Reports 2 2

3 Introduction to Reporting Services Report Development Overview Native Mode Architecture SharePoint Integrated Mode Architecture Report Designer Options 3 3

4 Report Development Overivew Select tool Acquire data Design layout Preview report Deploy to report server 4

5 Native Mode Architecture Report Designer Model Designer Browser Microsoft Office Custom Applications Report Builder Report Manager Report Viewer Report Sources Output Formats Programmatic Interfaces: XML Web Service and URL Access Data Processing Rendering Report Server Report Builder Query generation Drill-through Report generation Report Processing Security Delivery Report Server Databases Security Services Delivery Channels 5

6 Sharepoint Integrated Mode Architecture Web Clients Web Part Report Builder Report Viewer Web Services Report Sources Output Formats Rendering Report Server Report Builder Query generation Drill-through Report generation Report Processing Data Processing Delivery SharePoint Report Server Proxy Endpoint Document Mgmt Security Collaboration Report Server Databases SharePoint Content Database Config Database 6

7 Report Designer Options Report Designer (BIDS or SSDT) Complete authoring environment supporting simultaneous development of multiple reports Fully integrated with Visual Studio and source control systems Best for large, managed projects No self-service features Report Builder Focus on information workers at all skill levels who use published components or self-developed queries to create reports Development of one report at a time Support for both ad hoc and managed reporting 7 7

8 Basic Report Development Report Design Tasks Data Sources Data Source Types Dataset Report Items Data Regions Data Visualizations 8 8

9 Report Design Tasks Add new report to project based on template Store template RDLs in \Program Files\Microsoft Visual Studio x.0\common7\ide\ PrivateAssemblies\ProjectItems\ReportProject folder Configure report properties Height and width must be set for PDF, TIFF, or Word formats Default is 8.5in height, 11in width Margin size plus body size must not exceed report height and width Add page header and footer if necessary Access data sources Design data layout on report body 9

10 Data Sources Relational data Multidimensional data XML data SharePoint list SQL Server SQL Azure Parallel Data Warehouse Oracle TERADATA OLE DB ODBC Analysis Services SAP NetWeaver BI Hyperion Essbase XML SharePoint List Report Server Model 10

11 Data Source Types Shared data source Data Source=localhost;Initial Catalog=AdventureWorksDW2012 Embedded data source Data Source=localhost;Initial Catalog=AdventureWorksDW2012 Data Source=localhost;Initial Catalog=AdventureWorksDW

12 Dataset Defines a query for a data source Contains collection of fields based on data columns Query string Graphical query designer Data columns 12

13 Report Items TYPE ICON NAME DESCRIPTION EARLIEST VERSION SUPPORTED Textbox Sta*c text or dynamic text from a dataset 2000 or an expression Line Graphic element with defined endpoints, 2000 color, and width Rectangle Graphic element or container for free form layout of mul*ple report items Image Binary image data embedded in report, 2000 stored externally, or retrieved by a dataset Report Item Tablix Data Region Graphical Data Regions Subreport Table External report embedded in a parent report Structure of textboxes with fixed columns and dynamic, data- driven rows Matrix Structure of textboxes with dynamic, data driven rows and columns List Free- form structure with data- driven repea*ng sec*on 2000 Chart Graphic display of data in standard chart 2000 form Gauge Graphic display of performance data in 2008 gauge form Map Graphic display of spa*al data 2008 R2 Data Bar Sparkline Indicator Graphic display of a single point as a bar or column Graphic display of a data series over a defined period of *me Graphic display of condiional data using icon sets R R R2 13

14 Report Items Textbox Image Line Rectangle Subreport 14

15 Data Regions Table List Matrix 15

16 Data Visualizations Chart Data Bar Sparkline Gauge Indicator 16 16

17 Spatial Data Visualizations Points Lines Polygons 17

18 Data Region Concepts Table Matrix List Tablix 18 18

19 Table Tabular collection of textboxes Static columns with variable number of detail rows Optional header and footer rows for table and groups Textbox Table header Group header Detail row Group footer Table footer 19

20 Matrix Crosstab collection of textboxes Variable number of columns and rows Optional subtotal rows or columns by group Static text Dynamic column groups Subtotals Dynamic row groups Group intersections require aggregate functions 20

21 List Free-form collection of textboxes and data regions Support for one group only Textbox, table, and chart in one group repeat once per instance when rendered 21

22 Tabl e + Matr ix Product Avg Sale Accessories Total Helmets Locks Pumps Bikes Mountain Bikes Road Bikes Grand Total , Accessories Bikes Grand Total Helmets Locks Pumps Mountain Bikes Road Bikes 74, , ,725 10,085 6,141 16,225 8,369 5,145 13,515 9,190,838 8,854,263 18,045,101 10,765,177 11,294,381 22,059,558 20,048,750 20,273,374 40,322,124

23 Tablix Data Regions TOOLBOX DEFAULT LAYOUT Table Matrix List 23

24 Basic Tablix Structure Static columns Group headers Tablix header Detail row Detail rows Group footers Detail rows Detail rows Tablix footer 24

25 Tablix Cell Contents Static text Tablix header Field reference Group header Detail row Group footer Tablix footer Calculation [CalendarYear] is equivalent to =Fields!CalendarYear.Value 25

26 Tablix Cell Scope Detail Scope Group Scope Selected cell Current scope indicator Detail row indicator Group indicator Data Region Scope 26

27 Grouping in a Matrix Layout Column Grouping Tablix Footer Row Grouping Tablix Footer 27

28 Dynamic Reports Report Parameters Query Parameters Subreports and Drillthrough Reports 28 28

29 Report Parameter Usage Input values Filters Query parameters Expressions Prompt types Drop-down list User input Date selection 29

30 Report Parameter Properties Valid data types: Text Boolean Date/Time Integer Float 30

31 Available Values None Specify values Get values from a query 31

32 Default Values None Specify values Get values from a query 32

33 Report Parameter Filters Filter expressions Dataset Data region Group Filter 33

34 Query Parameters Pass to data source WHERE clause in SELECT statement SELECT * FROM mytable WHERE myfield1 AND myfield2 Stored procedure parameters Re-execute query when parameter value changes Update the NoRowsMessage property just in case 34

35 Cascading Parameters Create a dataset for the dynamic (dependent) parameter Add a query parameter to filter results based on primary SELECT parameter s DISTINCT SalesTerritoryCountry selection Place parameters in sequential order FROM DimSalesTerritory WHERE SalesTerritoryGroup IN (@SalesTerritoryGroup) 35

36 Subreports and Drillthrough Reports Pass a value to target parameter Default scope field reference or custom expression Report parameter Selected textbox value (Drillthrough report only) Parameter must exist in target report Value to pass to parameter Applicable to drillthrough report only 36

37 Questions? Global sponsors Alliance sponsors

38 Thank You for Attending Global sponsors Alliance sponsors