SQLSolutions and SSIS: SSRS - Creating basic Report

http://www.accelebrate.com/sql_training/ssrs_2008_tutorial.htm

Chapter 17: Reporting

Services

In this chapter:

•

The Reporting Services Architecture

•

Using Report Designer

•

Publishing a Report

•

Using Report Builder

•

Using Report Manager
Files needed:

•

ProductReport1.zip

•

ProductReport2.zip

•

AWSales.zip
Reporting Services

For many years, SQL Server did not have a good answer for creating attractive

reports that summarize information in ways that make sense to business users.

Finally, Microsoft shipped SQL Server Reporting Services. Like Notification

Services, Reporting Services was originally an add-on for SQL Server 2000, and now

it’s a part of the core product. In this chapter, you’ll learn how to use Reporting

Services to produce your own reports.

The Reporting Services Architecture

Reporting Services has a quite a few components that work together seamlessly to

provide a complete reporting solution. The full Reporting Services architecture

includes development tools, administration tools, and report viewers. There are a

number of ways to get to Reporting Services programmatically, including URL,

SOAP and WMI interfaces.

Figure 17-1 shows a simplified diagram of the main Reporting Services components

that we’ll be using in this chapter.

Figure 17-1: Report Server architecture

In this chapter you’ll learn about these components:

•

Report Server is the core engine that drives Reporting Services.

•

Report Manager is a Web-based administrative interface for Reporting

Services.

•

Report Designer is a developer tool for building complex reports.

•

Report Builder is a simplified end-user tool for building reports.
Using
Report Designer

•

The Report Server database stores report definitions. Reports themselves can

make use of data from many different data sources.

Using Report Designer

Reporting Services includes two tools for creating reports:

•

Report Designer can create reports of any complexity that Reporting Services

supports, but requires you to understand the structure of your data and to be

able to navigate the Visual Studio user interface.

•

Report Builder provides a simpler user interface for creating ad hoc reports,

directed primarily at business users rather than developers. Report Builder

requires a developer or administrator to set up a data model before end users

can create reports.

We’ll start our tour of Reporting Services with Report Designer. Report Designer

runs inside the Business Intelligence Development Studio shell, and offers several

ways to create reports. You can either use the Report Wizard to quickly create a

report, or you can use a set of design tools to build a report from scratch. You can

also use the design tools to modify a report created with the wizard.

Using the Report Wizard

The easiest way to create a report in Report Designer is to use the Report Wizard.

Like all wizards, the Report Wizard walks you through the process in step-by-step

fashion. You can make the following choices in the wizard:

•

The data source to use

•

The query to use to retrieve data

•

Whether to use a tabular or matrix layout for the report

•

How to group the retrieved data

•

What visual style to use

•

Where to deploy the finished report
Try It!

To create a simple report using the Report Wizard, follow these steps:

1. Launch Business Intelligence Development Studio.

2. Select File

􀁦 New 􀁦 Project.

3. Select the Business Intelligence Projects project type.

4. Select the Report Server Project Wizard template.

Reporting Services

5. Name the new project ProductReport1 and pick a convenient location to save it

in.

6. Click OK.

7. Read the first page of the Report Wizard and click Next.

8. Name the new data source

AdventureWorksDS.

9. Click the Edit button.

10. Log on to your test server.

11. Select the

AdventureWorks2008 database.

12. Click OK.

13. Click the Credentials button.

14. Select Use Windows Authentication.

15. Click OK.

16. Check the Make This a Shared Data Source checkbox. This will make this

particular data source available to other Reporting Services applications in the

future.

17. Click Next.

18. Click the Query Builder button.

19. If the full query designer interface does not display by default, click the query

designer toolbar button at the far left end of the toolbar. Figure 17-2 shows the

full query designer interface.

Using

Report Designer

Figure 17-2: Query Builder

20. Click the Add Table toolbar button.

21. Select the

Product table and click Add.

22. Click Close.

23. Check the

Name, ProductNumber, Color, and ListPrice columns.

24. Click OK.

25. Click Next.

26. Select the Tabular layout and click Next.

27. Move the

Color column to the Group area, and the other three columns to the

Detail area, as shown in Figure 17-3.

Figure17-3: Grouping columns in the report

28. Click Next.

Reporting Services

29. Select the Stepped layout and click Next.

30. Select the Ocean style and click Next.

31. Accept the default deployment location and click Next.

32. Name the report ProductReport1.

33. Check the Preview Report checkbox.

34. Click Finish.

Figure 17-4 shows the finished report, open in Report Designer.

Figure 17-4: Report created by the Report Wizard

Figure 17-4 shows the main features of Report Designer:

•

The Report Data window shows the data that is available to the report.

•

The main design window lets you view the report itself. You can see a

preview of the report, work with the report in a layout designer, or work with

the query that returns the data for the report.

•

The Solution Explorer, Output, and Properties windows are the standard

Visual Studio windows.

Using

Report Designer

Modifying a Report

Now that you’ve created a report with the Report Wizard, you can modify it with

the Report Designer. If you’ve used any sort of visual report design tool in the past,

you should have no problem making changes here. Among the possibilities here:

•

You can change the available data or the sort order for the report by

modifying the query.

•

You can resize or rearrange controls on the Design tab.

•

You can use the Properties window to change properties of individual

controls including their font, alignment, colors, and so on.

Try It!

To modify the report that you just created, follow these steps:

1. Click the Design tab to make the report editable.

2. In the Report Data window, right-click on DataSet1 and select Dataset

Properties.

3. In the Dataset Properties window, click the Query Designer button.

4. Select a Descending sort type for the

ListPrice column and click OK.

5. Click OK.

6. Click in the textbox at the top of the report, where the report name is displayed.

7. Click a second time in the textbox to put it in edit mode and change the value

of this control to

Products By Color.

8. Click on the header for the

Product column.

9. Place the cursor between the column selectors above the

Name and Product

Number

columns to display a double-headed arrow. Hold down the mouse

button and drag the cursor to the right to widen the

Name column.

10. Place the cursor between the column selectors above the

Product Number

and

ListPrice columns to display a double-headed arrow. Hold down the

mouse button and drag the cursor to the right to widen the

Product Number

column.

11. Click on the Preview tab to view the modified report, as shown in Figure 17-5.

Reporting Services

Figure 17-5: Modified product report

Designing a Report From Scratch

You can also use Report Designer to build your own reports starting from scratch. In

general, you’ll follow these steps to create a report:

1. Create a Report project in Business Intelligence Design Studio or open an

existing Report project.

2. Add a report to the project.

3. Create one or more datasets for the report.

4. Build the report layout.

Try It!

To create a fresh report in Report Designer, follow these steps:

1. Select File

􀁦 New 􀁦 Project.
Using
Report Designer

2. Select the Business Intelligence Projects project type.

3. Select the Report Server Project template.

4. Name the new report

ProductReport2 and pick a convenient location to save

it in.

5. Right-click on the Reports node in Solution Explorer and select Add

􀁦 New

Item.

6. Select the Report template.

7. Name the new report

ProductReport2.rdl and click Add.

8. In the Report Data window, select New

􀁦 Data Source.

9. Name the new Data Source

AdventureWorksDS.

10. Select the Embedded Connection option and click on the Edit button.

11. Connect to your test server and choose the

AdventureWorks2008 database.

12. Click OK.

13. Click OK again to create the data source.

14. In the Report Data window, select New

􀁦 Dataset.

15. Name the dataset

dsLocation.

16. Click the Query Designer button.

17. If the full Query Designer does not appear, click on the Edit As Text button.

18. Click the Add Table button.

19. Select the

Location table.

20. Click Add.

21. Click Close.

22. Check the boxes for the

Name and CostRate columns.

23. Sort the dataset in ascending order by

Name and click OK.

24. Click OK again to create the dataset.

25. Open the toolbox window (View

􀁦 Toolbox).

26. Double-click the Table control.

27. Switch back to the Report Data window.

28. Expand the dataset to show the column names.

29. Drag the

Name field and drop it in the first column of the table control on the

design tab.

30. Drag the

CostRate field from the Report Data window and drop it in the

second column of the table control.

31. Place the cursor between the column selectors above the

Name and CostRate

columns to display a double-headed arrow. Hold down the mouse button and

drag the cursor to the right to widen the

Name column.

32. Figure 17-6 shows the report in Design view.

Reporting Services

Figure 17-6: Designing a report from scratch

33. Select the Preview tab to see the report with data.

Publishing a Report

Creating reports in Business Intelligence Development Studio is good for

developers, but it doesn’t help users at all. In order for the reports you build to be

available to others, you must publish them to your Reporting Services server. To

publish a report, you can use the Build and Deploy menu items in Business

Intelligence Development Studio. Before you do this, you need to check the project’s

configuration to make sure that you’ve selected an appropriate server for the

deployment.

Publishing
a Report

Try It!

You can publish any report, but the first report you created is probably more

visually interesting at this point. To publish the first report, follow these steps:

1. Select File

􀁦 Recent Projects and choose your ProductReport1 project.

2. Select Project

􀁦 ProductReport1 Properties.

3. Click the Configuration Manager button.

4. Fill in the Target Server URL for your Report Server. If you’re developing on

the same computer where Reporting Services is installed, and you installed in

the default configuration, this will be

http://localhost/ReportServer.

Figure 17-7 shows the completed Property Pages.

Figure 17-7: Setting report project properties

5. Click OK.

6. Select Build

􀁦 Deploy ProductReport1. The Output Window will track the

progress of BIDS in deploying your report, as shown in Figure 17-8. Depending

on the speed of your computer, building the report may take some time.

Reporting Services

Figure 17-8: Deploying a report

7. Launch a web browser and enter the address

http://localhost/reports.

8. It may take several minutes for the web page to display; Reporting Services

goes to sleep when it hasn’t been used for a while and can take a while to spin

up to speed. Figure 17-9 shows the result.

Using

Report Builder

Figure 17-9: The Report Manager.

9. Click the link for the ProductReport1 folder.

10. Click the link for the ProductReport1 report.

Using Report Builder

Report Designer gives you one way to create reports for Reporting Services, but it’s

not the only way. SQL Server 2008 also includes a tool directed at end users named

Report Builder. Unlike Report Designer, which is aimed at Developers, Report

Builder presents a simplified view of the report-building process and is intended for

business analysts and other end users.

Building a Data Model

Report Builder doesn’t let end users explore all of a SQL Server database. Instead, it

depends on a data model: a preselected group of tables and relationships that a

developer has identified as suitable for end-user reporting. To build a data model,

you use Business Intelligence Development Studio. Data models contain three

things:

•

Data Sources connect the data model to actual data.

•

Data Source Views draw data from data sources.

•

Report Models contain entities that end users can use on reports.
Try It!

To create a data model, follow these steps:

1. If it’s not already open, launch Business Intelligence Development Studio

2. Select File

􀁦 New 􀁦 Project.

3. Select the Business Intelligence Projects project type.

4. Select the Report Model Project template.

5. Name the new project

AWSales and save it in a convenient location.

6. Click OK.

7. Right-click on Data Sources in Solution Explorer and select Add New Data

Source.

8. Read the first page of the Add New Data Source Wizard and click Next.

9. Click New.

10. In the Connection Manager dialog box connect to the

AdventureWorks2008

database on your test server and click OK.

11. Click Next.

12. Name the new data source AdventureWorks and click Finish.

Reporting Services

13. Right-click on Data Source Views in Solution Explorer and select Add New

Data Source View.

14. Read the first page of the Add New Data Source View Wizard and click Next.

15. Select the

AdventureWorks data source and click Next.

16. Select the

Product(Production) table and click the > button to move it to

the Included Objects listbox.

17. Select the

SalesOrderDetail(Sales) table and click the > button to move

it to the Included Objects listbox.

18. Click the Add Related Tables button.

19. Click Next.

20. Click Finish.

21. Right-click on Report Models in Solution Explorer and select Add New Report

Model.

22. Read the first page of the Report Model Wizard and click Next.

23. Select the

Adventure Works2008 data source view and click Next.

24. Keep the default rules selection, as shown in Figure 17-10, and click Next.

Using

Report Builder

Figure 17-10: Creating entities for end-user reporting

25. Choose the Update Statistics option and click Next.

26. Click Run to complete the wizard.

27. Click Finish. If you get a warning that a file was modified outside the source

editor, click Yes.

28. Select Build

􀁦 Deploy AWSales to deploy the report model to the local

Reporting Services server.

Building a Report

Report Builder itself is a ClickOnce Windows Forms application. That means that it’s

a Windows application that end users launch from their web browser, but it never

gets installed on their computer, so they don’t need any local administrator rights on

their computer to run it. To get started with Report Builder, browse to your

Reporting Services home page. Typically, this will have a URL such as

Reporting Services

http://

ServerName/Reports (or http://localhost/Reports if you're

running the browser on the same box with SQL Server 2008 itself). Figure 17-11

shows the Reporting Services home page.

Figure 17-11: Reporting Services home page

To run Report Builder, click the Report Builder link in the home page menu bar.

Report Builder will automatically load up all of the available report models and wait

for you to choose one to build a report from.

Try It!

1. Open a browser window and navigate to

http://localhost/Reports (or

to the appropriate Report Server URL if you’re not working on the report

server).

2. Click the Report Builder link.

3. Depending on your operating system, you may have to confirm that you want

to run the application.

Using

Report Builder

4. After Report Builder is loaded, select the AdventureWorks2008 report model

and the table report layout. Click OK. Figure 17-12 shows the new blank report

that Report Builder will create.

Figure 17-12: New report in Report Builder

The Explorer window to the left of the design surface shows all of

the tables in the report model. Beneath that, the Fields window

shows the attributes in the currently-selected entity. Note that not

everything in this window is a column in the table: the report

model also contains aggregate entities such as Total Safety Stock

Level and automatically calculated fields.

5. Select the

Product table.

6. Drag the

Name field and drop it in the area labeled Drag and Drop Column

Fields.

7. Click on

Special Offer Products in the Explorer window to show related

child tables.

8. Click on

Sales Order Details.

9. Drag the

Total Order Qty field and drop it to the right of the Name field.

10. Click where it says Click to Add Title and type

Product Sales.

Reporting Services

11. Click the Run Report button to produce the report shown in Figure 17-13.

Figure 17-13: Report in Report Builder

12. Click the Sort and Group toolbar button.

13. Select to sort by Total Order Qty descending.

14. Click OK.

15. Select File

􀁦 Save.

16. Name the new report Product Sales.

17. Click Save. This will publish the report back to the Reporting Services server

that you originally downloaded Report Builder from.

Using

Report Manager

Using Report Manager

The Web home page for Reporting Services provides a complete interface for

managing reports (as well as other objects such as data sources and models) after

they are created. This interface, known as Report Manager, is intended primarily for

database administrators, but as a developer you should know about its capabilities

for managing and modifying reports.

When you click on a report in Report Manager, you’ll see the report’s data, as shown

in Figure 17-14.

Figure 17-14: Report in Report Manager

Note that reports in Report Manager open in a tabbed interface. The four tabs allow

you to perform various functions:

•

View allows you to see the current data in the report.
Reporting Services

•

Properties lets you adjust such things as the report’s name, data source,

security credentials, caching, and end-user security.

•

History shows you saved snapshots of the report.

•

Subscriptions lets you create subscriptions to the report. Subscriptions allow

you to set up periodic delivery of reports to end users by e-mail or file share.

Printing and Exporting Reports

When viewing reports in the Report Manager, users can print the reports directly

from their browser. The print button in the report toolbar utilizes an ActiveX control

for client-side printing. The first time this button is clicked on a given computer, the

user is prompted to install the ActiveX control, as in Figure 17-15. After that, the

standard Windows print dialog box is displayed for the user to select a printer and

paper size, etc.

Figure 17-15: ActiveX install prompt.

Users can also export the report into any of several handy formats. Table 17-1 lists

the available export formats.

Export Format Handles

XML Creates a data file in XML format.

CSV Creates a comma-delimited text file of report data.

PDF Creates an Adobe Acrobat file with the formatted report.

MHTML Creates a Web Archive file with the formatted report.

EXCEL Creates a MS Excel spreadsheet with the formatted

report.

TIFF Creates a TIFF graphic of the formatted report.

Word Creates a MS Word document with the formatted report.

Table 17-1: Export Formats

Exercises

Exercises

Use Report Builder to create a report from the

AdventureWorks2008 data model

showing the minimum and maximum order quantity for orders taken by each

salesperson in the company. You’ll find the necessary data in the

SalesOrderHeader

and SalesOrderDetail tables.

Reporting Services

Solutions to Exercises

1. Open a browser window and navigate to

http://localhost/Reports (or

to the appropriate Report Server URL if you’re not working on the report

server).

2. Click the Report Builder link.

3. Select the

AdventureWorks2008 report model and the table report layout.

4. Click OK.

5. Select the

Sales Order Header table.

6. Drag the

Sales Person ID field and drop it in the area labeled Drag and

Drop Column Fields.

7. Click on

Sales Order Details in the Explorer window.

8. Expand the

Total Order Qty field in the Fields window to show the

alternative fields beneath it.

9. Drag the

Min Order Qty field and drop it to the right of the Name field.

10. Drag the

Max Order Qty field and drop it to the right of the Min Order

Qty

field.

11. Click where it says Click to Add Title and type

Sales Performance.

12. Click the Run Report button to produce the report shown in Figure 17-15.

Solutions

to Exercises

Figure 17-15: Sales performance report

Complete Tutorial -

http://ssrstutorials.blogspot.in/2012/07/ssrs-tutorials.html
http://msdn.microsoft.com/en-us/library/bb522859(v=sql.100).aspx
http://msdn.microsoft.com/en-us/library/bb522859(v=sql.105).aspx
http://msdn.microsoft.com/en-us/library/bb522859.aspx

SQLSolutions and SSIS

Tuesday, May 28, 2013

SSRS - Creating basic Report

No comments:

Post a Comment