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

Transcription

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

2 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 (30 min) Break - 10:00 to 10:30 am (30 min) Presentation Part 2-10:30 to 11:00 am (30 min) Activity 2-11:00 to 11:30 am (30 min) Questions / Feedback - 11:30 to 11:45 am (15 min) 2

3 MS BI Stack Tool SSAS, SSIS and SSRS Friendly and Intuitive SSRS - Report File is Reportname.rdl 3

4 SSRS Features Grouping Tabular and Matrix Interactive Sorting Presentation Framing Charts Build and Deploy on Web 4

5 Types of Reporting in IMIS IQA Reports Stand Alone SSRS Reports Part 1 IQA and SSRS Reports Part 2 Communication Template (attaching SSRS Report) 5

6 Stand Alone SSRS Reports Standalone SSRS reports allows more creativity and freedom, but can be reserved for more experienced reporting users Designed your own RDL templates outside of imis Dataset can be renamed Datasource name should be IMIS Multiple Parameter(s) (No Drop downs) Displaying reports using the Report Display ipart content item in RISE 6

7 IQA and SSRS Report Changes to the report can be made directly: Complex structure No Dropdown Parameter(s) Some SQL knowledge is required The best practice is to use Business Objects as the data source for reports. Require a basic level of SQL knowledge as IQA is the main query source 7

8 Part 1 - Stand Alone SSRS Reports A.rdl file can be attached to a Rise Page using a Report Display ipart Can take Multiple Parameter(s) The Report needs to saved in the Document System in RISE 8

9 Stand Alone SSRS Continued.. 9

10 Stand Alone SSRS Continued.. 10

11 Stand Alone SSRS Continued.. 11

12 Stand Alone SSRS Continued Challenge: How to call/use the parameter(s) from query string in the URL? Report URL: &ID= &CARDID= Use the Prompt: 12

13 Activity 1 Make a List of Company s Active Employees Using Name table, showing Company, ID, Full Name, Designation, Birthdate and Gender The Report should be grouped by the Company as Parent Group Interactive sorting on the FullName of the Employees Gender should be converted into full for e.g. Male and Female Make an extra column as Colour Marking, background colour for Male as Blue and Female as Pink Company ID should be taken as Parameter Deploy the report into RISE Access the Rise Page from Web and pass the Parameter in the URL 13

14 Break 14

15 IQA and SSRS The.rdl (SSRS Report) is only used for formatting purpose The IQA is the Data driven part in this Type of Reporting Limited to fixed naming convention for Datasets and DataSource in the SSRS Report Very Complex Architecture (3 Layers) if needs editing in the Report 15

16 IQA and SSRS Continued.. 16

17 IQA and SSRS Continued.. 3 Layers Best Practice is to create 3 separate folders 17

18 Layer 1 - IQA Create an IQA and in the Report Tab press Save Report Definition to Workstation button The file will be.rdl file (which the report file in SSRS Project) Open the.rdl file in a Visual Studio Project for editing and formatting 18

19 Layer 2 Report Template Create an Report Template by using a Reporting Services Template from New in RISE Attach the.rdl file to the Reporting Services Template from SSRS Project after formatting it as per your business requirements 19

20 Layer 3 IQA and SSRS Create an Report by using a Reporting Services Report from New in RISE Attach the SSRS Template and IQA to the Reporting Services Report in Sources Tab 20

21 IQA and SSRS Continued.. IQA report from IMIS in the Visual Studio Project 21

22 IQA and SSRS Continued.. After formatting the IQA Report 22

23 IQA and SSRS Continued.. Parameters are based on IQA only and not in SSRS 23

24 Displaying of IQA and SSRS Report SSRS Report ipart is used in RISE Page for Report Display 24

25 Activity 2 Create a Student Record showing his Name and all his/her Address. You can use CsContact and CsContactAddress BO and link them in the IQA Convert the IQA into SSRS Report Format the Report in a presentable manner where the Student Name show on the Top and Address in the Detail Row Group Display your Company s Logo (Optional) on the Left corner of the page Upload the Report into IMIS Rise page View by using the IMIS login Credential display the report on Web 25

26 Communication Template (attaching SSRS Report) A Stand Alone SSRS Report from the Document System can be send in Communication Template ( ) using Process Automation For e.g. an Automated Invoice can be send to a Customer from IMIS using his/her IMIS ID as a parameter in the Report A PDF File is delivered to the Customer as attachment 26

27 Communication Template (attaching SSRS Report) The is send in Actions Tab in Process Automation 27

28 Question And Answer Any questions? For feedback and comments please me 28