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1 PDSA Developer's Guide to Reporting Services 2008 R2 design» architecture» security» training» best practices:pdsa.com

2 Developer s Guide to Reporting Services 2008 R2 By: John A. Kuhn & Paul D. Sheriff With Examples in VB.NET and C# 2 nd Edition December 2012 Published By: PDSA, Inc. ISBN: Copyright , PDSA, Inc. All Rights Reserved Worldwide

3 Table of Contents Written By: Technical Editors: John A. Kuhn & Paul D. Sheriff Paul D. Sheriff Every effort has been made to supply complete and accurate information. However, PDSA, Inc. assumes no responsibility for its use, nor for any infringement of the intellectual property rights of third parties which would result from such use. Copyright PDSA, Inc. All rights reserved worldwide. No part of this publication may be stored in a retrieval system, transmitted, or reproduced in any way, including but not limited to photocopy, photograph, magnetic or other record, without the prior agreement and written permission of the publisher. Printed in the United States of America Developer's Guide to Reporting Services 2008 R2 3 All rights reserved. Reproduction is strictly prohibited.

4 Introduction Table of Contents Table of Contents... 4 Introduction... 9 Goals of this Book... 9 Benefits of Reading this Book... 9 What This Book Is Not Prerequisites Assumptions Technical Support Installation About John A. Kuhn About Paul D. Sheriff Chapter Overview of SQL Server 2008 R2 Reporting Services What is SQL Server 2008 R2 Reporting Services? What s New in Reporting Services 2008 R2? Reporting Services Architecture New Architectural Features User Services Web Services Data Access Security Services Output Formats Scheduling & Delivery Reporting Life Cycle Authoring Managing Delivering Securing Reporting Scenarios Operational Reports Ad-hoc Reports Embedded Reports Developer's Guide to Reporting Services 2008 R2 All rights reserved worldwide. Reproduction is strictly prohibited.

5 Table of Contents Web-Based Reports Reporting Services Components Report Designer Report Manager Report Server Web Service Report Server Database Data Sources Summary Chapter Installing & Configuring Reporting Services Overview of the Installation Process Prerequisites (in the Real World) Hardware Software Planning Installation Process Review the Default Configuration Configuration Tasks Configure Settings Assign an Execution Account Backup Encryption Keys Verify Installation Summary Chapter Report Design Basics Create a New Report Project Add a Shared Data Source Create a Report Using the Report Wizard Create a Report using the Report Template Add a New Report Create a Data Source Create a Dataset Report Layout Overview Using the Tablix Control Working with Report Controls Add a Textbox Fonts & Borders Developer's Guide to Reporting Services 2008 R2 5 All rights reserved. Reproduction is strictly prohibited.

6 Introduction Drawing Lines Add Page Header & Page Footer Add an Image Preview the Report Copy an Existing Report Add an Existing Report Using the Rectangle Control Deploy Reports Verify Deployment Summary Chapter More Design Features Building the Vendor Contacts Report Adding a Report Parameter Using Parameter Values from a Query Grouping & Sorting Copy Vendor Contacts Template Modify Vendor Contacts Query Create a Group Expression Modify Table Design Modify Group Header Values Merge Table Cells Modify Cell Properties Create a Group Sort Expression Create a Table Sort Expression Preview the Report Create a Report Using the Matrix Data Region Control Create a Report Using the List Data Region Add a Subreport Modify Design & Add Subreport Define Subreport Properties Setting Subreport Parameters Using the Chart Control Add a New Report & Create a Dataset Add a New Chart Define Chart Properties Preview the Report Using the Gauge Control Developer's Guide to Reporting Services 2008 R2 All rights reserved worldwide. Reproduction is strictly prohibited.

7 Table of Contents Add a New Report & Create a Dataset Add a New List Add a New Gauge Define Gauge Properties Show Multiple Columns per Page Summary Chapter Using Report Server URL Access Overview of URL Access Create an ASP.NET Web Site Using a HyperLink Control for URL Access Report Commands Hide the Toolbar Set Report Parameters Zoom Level Go to a Section Report Formatting Using URL Access Programming URL Access Adding the ReportServerUrl Class ReportServerUrl Members Summary Chapter Using the Web Forms Report Viewer Overview ReportViewer Client Requirements Create an ASP.NET Web Site Create the Basic Viewer Page Create the Intermediate Viewer Page Create the Advanced Viewer Page Creating the Report and ReportParameter Tables Add the Report Class Using the Report Class in the Advanced Viewer Summary Chapter Using the Windows Forms Report Viewer Overview Developer's Guide to Reporting Services 2008 R2 7 All rights reserved. Reproduction is strictly prohibited.

8 Introduction Create a Windows Application Create the Basic Viewer Form Create the Intermediate Viewer Form Create the Advanced Viewer Form Creating the Report and ReportParameter Tables Add the Report Class Using the Report Class in the Advanced Viewer Summary Chapter Using the Reporting Services Web Service Overview Create an ASP.NET Web Site Add Web Reference Create the Report Class Render a Report to PDF Other Features Summary Chapter Administering Reporting Services Report Manager Navigating the Report Manager Preview a Report Manage Data Sources General Security Modify a Shared Data Source Preview the Product List Report Modify a Report Parameter Preview the Vendor Address Report Modify Security Settings Test Security Settings Create a Report Folder Move an Existing Report Create a Subscription Import a Report Definition Summary Developer's Guide to Reporting Services 2008 R2 All rights reserved worldwide. Reproduction is strictly prohibited.

9 Introduction Introduction This book is designed as an introduction for anyone who wants to learn how to design, deploy and integrate reports using SQL Server 2008 R2 Reporting Services, the.net Framework and either ASP.NET Web Forms or.net Windows Forms applications. Reporting is a key component of every business application, and every developer should know how to create reports, integrate those reports into a.net application and manage existing reports. SQL Server 2008 R2 Reporting Services is an excellent platform for meeting a wide variety of reporting needs. The purpose of this book is to show readers how to create and manage reports used with real-world business applications. Goals of this Book By the end of this book, you will have learned the basics of how to design, test, deploy and manage reports. In addition you will learn to integrate your reports into.net applications. In this book you will learn the following: How to install & configure Reporting Services for development How to create, design and deploy reports How to design reports to take advantage of advanced features How to use report server URL access How to use the Web Forms report viewer How to use the Windows Forms report viewer How to use the Reporting Services web service How to administer Reporting Services Benefits of Reading this Book After reading this book, you will understand what is necessary to create and integrate your reports into custom business applications. This book will save you hours of work, since it includes the following: Dozens of examples with step-by-step instructions Recommendations for properly architect reporting solutions Developer's Guide to Reporting Services 2008 R2 9 All rights reserved. Reproduction is strictly prohibited.

10 Introduction A helper class for working with URL Access commands A data-driven reporting framework for both web & windows forms A wrapper class for working with the Report Server web services If you started from scratch, it would take you over 30 hours of work to develop the classes that are included with this book! What This Book Is Not This book is not a reference for Reporting Services, it is a guide to help experienced developers get started with SQL Server 2008 R2 Reporting Services and to give you, the.net developer, tools and techniques you can use to integrate Reporting Services into.net applications. As such, this book does not cover every element and every feature of Reporting Services SQL Server Books Online does that already! Prerequisites This book is designed for programmers who are already experienced with Transact-SQL, VB.NET, C#, ADO.NET, relational databases, and basic Object-Oriented Programming. You should have already created at least one Windows Forms or Web Forms application in.net. You should also be familiar with relational database concepts. You must be familiar with Windows 2000 or later, and have access to Windows 2000,Windows XP, or Windows 7 to effectively use this book. Assumptions You will need several tools at your disposal so you can try out the many exercises contained in this book. Below is a list of the tools that you should have on your computer: Microsoft SQL Server 2008 R2 with Reporting Services Windows Server 2003, Windows XP, Windows 7 or later Microsoft.NET 4.0 SP1 CLR Framework SDK Microsoft Visual Studio 2008 or 2010 or later 10 Developer's Guide to Reporting Services 2008 R2 All rights reserved worldwide. Reproduction is strictly prohibited.

11 Technical Support Technical Support Because of the complexity of SQL Server Reporting Services and.net software development, PDSA, Inc. does not provide free technical support related to the use of the material in this book. Technical support is available for problems with installation of the samples that are a part of this book but only through , please do not call. TIP: It is strongly recommended that you read this book thoroughly before ing us for technical support. For technical support please send an to Books@pdsa.com. Installation This book comes with an MSI file that you download from the PDSA, Inc. web site. This MSI file will install all of the samples for this book. There is no need to create any virtual directories for the samples, because they use the file system web approach. URL: Just follow the instructions on the screen to download the samples. Developer's Guide to Reporting Services 2008 R2 11 All rights reserved. Reproduction is strictly prohibited.

12 Introduction About John A. Kuhn John Kuhn is a Senior Software Engineer and Project Manager at PDSA, Inc., where he works with a diverse portfolio of clients to develop solutions for e- commerce, content management, data migration, business intelligence and business process automation. He has more than nineteen years experience as a developer, working in bio-technology, healthcare and consulting, with experience in project management, software design & architecture, enterprise application integration and business intelligence. John has been developing business and reporting solutions on Microsoft platforms since 1992, including SQL Server, Visual Basic, C# and.net. He started working with early releases of.net and Visual Studio 2002, and with Reporting Services beginning with Reporting Services He has a B.A. in Political Science from the University of California, Santa Barbara and a certificate in Information Technology Management from University of California, Irvine Extension. In his spare time, he supervises a never-ending list of remodeling projects on his home near Los Angeles, California. 12 Developer's Guide to Reporting Services 2008 R2 All rights reserved worldwide. Reproduction is strictly prohibited.

13 About Paul D. Sheriff About Paul D. Sheriff Paul is the CEO and President of PDSA, Inc., a Microsoft Partner in Southern California. PDSA, Inc. has provided customers with high quality custom software, training, and architecture services since Paul also serves as the Microsoft Regional Director for Southern California. Paul has over twenty-five years of experience architecting information systems and his expertise is in much demand from companies such as Kawasaki, Sunkist, Microsoft, Rockwell, American Express, J.D. Powers & Associates and many others. Paul has been helping companies architect.net applications and create application frameworks. Over the years Paul has written over 233 articles for many different publications. Paul has authored over 14 books on topics ranging from Visual Basic, SQL Server to.net technologies. Paul speaks at many different conferences around the world including Microsoft Tech-Ed, VSLive, DevConnections, DevIntersections, MSDN Events and local Microsoft events. PDSA, Inc. is a full-service consulting company offering custom software development, architecture services, consulting, mentoring, training and more. Contact PDSA at (714) Blog: Twitter: Facebook: Psheriff@pdsa.com Inner Circle: Developer's Guide to Reporting Services 2008 R2 13 All rights reserved. Reproduction is strictly prohibited.

14 Introduction 14 Developer's Guide to Reporting Services 2008 R2 All rights reserved worldwide. Reproduction is strictly prohibited.