How to access your CD files

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2 How to access your CD files The print edition of this book includes a CD. To access the CD files, go to and look for the Downloads tab. Note: Use a desktop web browser, as files may not be accessible from all ereader devices. Questions? Please contact: mspinput@microsoft.com Microsoft Press

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4 PUBLISHED BY Microsoft Press A Division of Microsoft Corporation One Microsoft Way Redmond, Washington Copyright 2009 by Stacia Misner All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher. Library of Congress Control Number: Printed and bound in the United States of America QWT Distributed in Canada by H.B. Fenn and Company Ltd. A CIP catalogue record for this book is available from the British Library. Microsoft Press books are available through booksellers and distributors worldwide. For further infor mation about international editions, contact your local Microsoft Corporation office or contact Microsoft Press International directly at fax (425) Visit our Web site at Send comments to mspinput@microsoft.com. Microsoft, Microsoft Press, Access, Active Directory, ActiveX, Excel, IntelliSense, Internet Explorer, MS, PerformancePoint, SharePoint, SQL Server, Visual Basic, Visual C#, Visual Studio, Windows, Windows Server, and Windows Vista are either registered trademarks or trademarks of the Microsoft group of companies. Other product and company names mentioned herein may be the trademarks of their respective owners. The example companies, organizations, products, domain names, addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, address, logo, person, place, or event is intended or should be inferred. This book expresses the author s views and opinions. The information contained in this book is provided without any express, statutory, or implied warranties. Neither the authors, Microsoft Corporation, nor its resellers, or distributors will be held liable for any damages caused or alleged to be caused either directly or indirectly by this book. Acquisitions Editor: Ken Jones Developmental Editor: Sally Stickney Project Editor: Carol Vu Editorial Production: Custom Editorial Productions, Inc. Technical Reviewer: Rozanne Murphy Whalen; Technical Review services provided by Content Master, a member of CM Group, Ltd. Cover: Tom Draper Design Body Part No. X

5 Contents at a Glance Part I Getting Started with Reporting Services 1 Introducing Reporting Services Installing Reporting Services Exploring Reporting Services Part II Developing Reports 4 Designing Reports Developing Expressions Adding Interactivity Using Analysis Services as a Data Source Visualizing Data Developing Report Models Part III Managing the Report Server 10 Deploying Reports to a Server Securing Report Server Content Performing Administrative Tasks Part IV Viewing Reports 13 Accessing Reports Online Creating Ad Hoc Reports Working with Subscriptions Part V Using Reporting Services as a Development Platform 16 Programming Reporting Services iii

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7 Table of Contents Acknowledgments xv Introduction xvii Who This Book Is For xvii Finding Your Best Starting Point in This Book xviii Conventions and Features in This Book xix Conventions xx Other Features xx Hardware and Software Requirements xx Sample Files xxi Installing the Sample Files xxi Using the Practice Files xxii Uninstalling the Code Samples xxii Find Additional Content Online xxii Support for This Book xxiii Questions and Comments xxiii Part I Getting Started with Reporting Services 1 Introducing Reporting Services A Reporting Platform Reporting Life Cycle Report Development Report Administration Report Access Reporting Services Architecture Data Tier Application Tier Server Tier What do you think of this book? We want to hear from you! Microsoft is interested in hearing your feedback so we can continually improve our books and learning resources for you. To participate in a brief online survey, please visit: v

8 vi Table of Contents SharePoint Integrated Mode SharePoint Server Report Server Chapter 1 Quick Reference Installing Reporting Services Planning for Installation Choosing an Edition Choosing a Server Mode Choosing a Deployment Topology Reviewing Hardware and Software Requirements Planning Accounts for Reporting Services Performing the Installation Installing Prerequisites Installing Setup Support Files Installing SQL Server 2008 Features Configuring Reporting Services Installing Report Builder Installing Sample Databases Configuring SharePoint Integrated Mode Configuring the Report Server Installing the Reporting Services Add-in for SharePoint Technologies Configuring SharePoint for Reporting Services Integration Creating a SharePoint Web Application Creating a Report Center Site Adding Reporting Services Content Types to a SharePoint Document Library Chapter 2 Quick Reference Exploring Reporting Services Developing a Simple Report Introducing Report Builder Adding a Data Source Adding a Dataset Adding a Report Title Adding a Table Grouping Data Inserting Page Breaks

9 Table of Contents vii Formatting a Report Previewing a Report Managing a Report Publishing a Report Adding a Description Reviewing Execution Properties Viewing a Report Opening a Report Using the HTML Viewer Chapter 3 Quick Reference Part II Developing Reports 4 Designing Reports Getting Started with Report Designer Creating a Report Server Project Adding a Report to a Project Creating a Data Source Creating a Dataset Designing the Report Structure Adding a Data Region Binding Data to a Data Region Grouping Data Adding a Total Using a Matrix Using a List Defining Adjacent Groups Adding a Text Box Adding a Line Adding an Image Linking Information with a Subreport Enhancing the Report Appearance Configuring the Placement and Size of a Report Item Changing the Appearance of a Report Item Setting Page Breaks Adjusting the Report Size for Print-Ready Formats Adding a Page Header and Page Footer Chapter 4 Quick Reference

10 viii Table of Contents 5 Developing Expressions Adding Calculations to a Report Adding a Calculated Field Creating a Text Box Expression Using a Report Item Expression Using Built-in Fields Using Aggregate Functions Using the Scope Argument Using an Aggregate Function in a Data Region Changing Report Item Properties by Using Expressions Using an Expression to Sort Data Applying Conditional Formatting Working with Variables Changing Expression Evaluation by Using a Group Variable Maintaining Consistency by Using a Report Variable Using Expressions for Dynamic Connections and Datasets Creating a Dynamic Connection String Creating a Dynamic Dataset Developing Expressions for Hierarchical Data Creating a Recursive Hierarchy Group Identifying a Level in a Recursive Hierarchy Using a Recursive Aggregate Function Chapter 5 Quick Reference Adding Interactivity Changing the Report Layout Interactively Implementing Interactive Sorting Adding Fixed Headers Controlling Visibility Working with Parameters Prompting the User for Input Using a Report Parameter as a Filter Using a Dataset for Report Parameter Values Adding a Query Parameter to a Dataset Creating Cascading Parameters Displaying Parameter Selections in a Report

11 Table of Contents ix Adding Navigation Features Configuring a Document Map Jumping to a Report Using Embedded HTML Tags Chapter 6 Quick Reference Using Analysis Services as a Data Source Installing the Sample Database Creating an Analysis Services Dataset Creating an Analysis Services Data Source Building a Query Adding a Calculation to the MDX Query Building a Report Using an Analysis Services Dataset in a Report Using Extended Field Properties Using the Aggregate Function Displaying Aggregate Values in Detail Rows Designing Parameters Adding a Parameter to an Analysis Services Dataset Creating a Custom Query Parameter Chapter 7 Quick Reference Visualizing Data Creating Charts Understanding Chart Types Creating a Column Chart Formatting a Chart Using a Scale Break Adding a Calculated Series Using a Secondary Axis Combining Chart Types Adding a Second Chart Area Working with Gauges Understanding Gauge Types Creating a Linear Gauge Chapter 8 Quick Reference

12 x Table of Contents 9 Developing Report Models Preparing to Develop a Report Model Adding a Report Model Data Source Adding a Data Source View Generating a Report Model Using the Report Model Wizard Reviewing a Report Model Refining a Report Model Organizing Model Objects Changing Attribute Appearance Properties Adding Expressions Identifying an Entity Instance Configuring Properties for Drillthrough Managing a Report Model Publishing a Report Model Managing Change Chapter 9 Quick Reference Part III Managing the Report Server 10 Deploying Reports to a Server Reviewing Deployment Options Deploying a Report Project Uploading a Report Using the Rs Utility Managing Content Using Folders to Organize Content Moving Content Creating a Linked Report Copying a Report Configuring Report Parameters Configuring Data Source Properties Prompting the User for Credentials Using Stored Credentials Configuring Report Execution Properties Executing a Report on Demand Caching Reports

13 Table of Contents xi Creating Report Snapshots Saving Report Snapshots in Report History Chapter 10 Quick Reference Securing Report Server Content Configuring Report Server Security Policies Preparing to Implement Security Reviewing Default Authorization Policies Assigning User Permissions Granting Access to Report Server Content Configuring Item-Level Security Securing a Folder Approving Data Sources in SharePoint Integrated Mode Securing a Report Assigning a System Role Securing a Report Model Implementing Data Security Using a Query Parameter and a Role to Secure Data Using a Permissions Table to Secure Data Using a Dataset Filter to Secure Data Chapter 11 Quick Reference Performing Administrative Tasks Using Management Tools Using SSMS Suspending Report Execution Configuring the Report Server Managing Encrypted Information Configuring Authentication Managing Memory Monitoring the Report Server Checking the Application Database Size Using the Trace Log Adding the HTTP Log Using Performance Counters Chapter 12 Quick Reference

14 xii Table of Contents Part IV Viewing Reports 13 Accessing Reports Online Using Report Manager Searching for a Report Using the HTML Viewer Printing a Report Using the My Reports Folder Accessing Reports in SharePoint Configuring Search in SharePoint Searching for a Report Using the SharePoint Report Viewer Creating a Dashboard Exporting Reports Exporting a Report for Online Viewing Exporting a Report for Analysis Creating a Data-Driven Document Exporting a Report for Printing Exporting a Report for Data Exchange Chapter 13 Quick Reference Creating Ad Hoc Reports Developing Reports with Report Builder Introducing Report Builder Building a Table Building a Matrix Building a Chart Testing Security Enhancing Reports Formatting a Report Adding Formula Fields Filtering a Report Sorting Data Disabling Interactive Features Working with Clickthrough Opening a Clickthrough Report Configuring a Custom Clickthrough Report Assigning a Custom Clickthrough Report to a Report Model Chapter 14 Quick Reference

15 Table of Contents xiii 15 Working with Subscriptions Creating Standard Subscriptions Creating an Subscription Creating a Windows File Share Subscription Creating Data-Driven Subscriptions Creating a Subscription Delivery Table Creating a Data-Driven Subscription Managing Subscriptions Creating a Shared Schedule Using the My Subscriptions Page Deleting a Subscription Chapter 15 Quick Reference Part V Using Reporting Services as a Development Platform 16 Programming Reporting Services Programming Report Design Components Embedding Code in a Report Using Assemblies to Share Custom Code Programming Report Server Management Scripting Administrative Tasks Using the WMI Provider Programming Reporting Access Linking to Reports with URL Access Using the ReportViewer Control Chapter 16 Quick Reference Glossary Index What do you think of this book? We want to hear from you! Microsoft is interested in hearing your feedback so we can continually improve our books and learning resources for you. To participate in a brief online survey, please visit:

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17 Acknowledgments Each time I start a new book project, I am amazed to see the way it develops a life of its own after it leaves my custody. Many other people have left their mark on this book s pages as they made the changes necessary to improve upon my initial work and I m so grateful for their commitment to quality and accuracy. As always, I enjoy working with Microsoft Press and appreciate the great team of people they have brought together for this project. In particular, I would like to thank Ken Jones and Sally Stickney for their efforts in the initial stages of the book, and my project editor, Carol Vu, for nudging me along gently but persistently until the manuscript was complete. Rozanne Murphy Whalen provided a thorough technical review of the book by ensuring that each step performed exactly as described. Linda Allen of Custom Editorial Productions, Inc., Susan McClung, and Julie Hotchkiss were outstanding in their respective contributions to the book as they moved the manuscript through the editing process and continually rechecked the work to ensure that new errors weren t introduced as old errors were cleaned up. They have done the most thorough job I have ever seen and I believe that any author would be lucky to work with this group. Of course, my family deserves many thanks as well. My husband, Gerry, has learned to indulge me in my writing projects and patiently sacrifices some of our time together so that I can focus on writing, but he s also my biggest cheerleader and encourages me every step of the way. For this, and all he has done for me in our many years together, I am eternally grateful. I also appreciate my daughter s help on this project. Erika s glimmer of understanding of what I do for a living first developed when she provided feedback from a newbie s perspective on my last book, Microsoft SQL Server 2005 Express Edition: Start Now! (Microsoft Press, 2007). Little did either of us realize at the time that she would decide to learn more about what I do and eventually join me in my practice as a business intelligence consultant. Her experience using Reporting Services 2005 on a variety of projects since that time has given her an excellent perspective on the features that make Reporting Services 2008 compelling, and consequently, she was a great help to me in preparing many of the procedures in this book to highlight those features. I look forward to many more collaborative ventures together in the future. xv

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19 Introduction Microsoft Reporting Services is the component of Microsoft SQL Server 2008 that provides an enterprise-ready and extensible presentation layer for the Microsoft business intelligence platform. In its third release, Reporting Services continues its support for the three stages of the reporting life cycle, but it now includes several new features that improve the report development, management, and delivery processes. The new tablix and chart controls give you more options for presenting data in a report, and the new server architecture makes it easier for administrators to manage server resources and for users to access and page through large reports. As you complete the step-by-step procedures in this book, you are introduced to these and other new features, in addition to all the other features that have made Reporting Services a popular choice for implementing a reporting platform in organizations of all sizes since its initial release in When you have finished the book, you will know how to build reports using each type of structure supported by Reporting Services and how to enhance reports with interactivity and data visualization techniques. You use these reports to learn how to move reports from the development workstation to the server environment and how to manage and secure the reports once they re on the report server. Then you use these reports again to learn how users can access reports online and subscribe to reports for delivery on a scheduled basis. You also learn how to build and use a report model for ad hoc reporting. If you have programming skills, you can continue learning about the extensibility of Reporting Services by enhancing the reports with custom code, by developing tools to manage the report server, and by exploring techniques for integrating access to reports managed by Reporting Services into portals and custom applications. Who This Book Is For Because Reporting Services is a platform of technologies rather than a single application, a variety of people serving in different roles and having different skill sets all need to learn how to work with some aspect of Reporting Services. Whether you re a report developer, IT administrator, or business user, you can use this book to learn how to perform the tasks for which you are responsible. If you re completely new to Reporting Services, this book teaches you the fundamental concepts required to build, manage, and access reports. You need no prior experience with Reporting Services to use this book successfully. On the other hand, if you re already familiar with an earlier version of Reporting Services, this book gives you a guided tour of the new features found in Reporting Services xvii

20 xviii Introduction Finding Your Best Starting Point in This Book Even if your primary responsibility with Reporting Services requires you to focus on only one component, you benefit from an understanding of all the capabilities that Reporting Services supports. For this reason, if you have time, you should work through the book from beginning to end for the best experience. Because this book can be used by readers with different needs, you can also choose to work through only the chapters that focus on your area of responsibility. Each part of the book contains related chapters in which the procedures are designed to build up your skills progressively and are necessarily interconnected. For the best experience, you should read all the related chapters and perform the steps in these chapters in sequence. Where applicable, instructions at the beginning of a chapter alert you to a requirement to complete procedures in a previous chapter before continuing. If you plan to read only about the features that apply to you, use the following table to find your best starting point. If You Are A business user who wants to access managed reports online A business user or report developer who uses report models for ad hoc reporting Follow These Steps 1. Install the sample files as described in the section entitled Sample Files, later in this Introduction. 2. Work through the first two chapters to learn about Reporting Services and to install it on your computer. 3. Complete Part IV, Viewing Reports, to learn how to access reports that have been published to the report server. 1. Install the sample files as described in the section entitled Sample Files, later in this Introduction. 2. Work through the first two chapters to learn about Reporting Services and to install it on your computer. 3. Complete Chapter 9, Developing Report Models, to learn how to construct a report model, and Chapter 14, Creating Ad Hoc Reports, to learn how to develop ad hoc reports using a report model. Even if you re a business user who is not responsible for report model development, you should complete Chapter 9 to learn key concepts and terminology and to build the report model that you will need when developing ad hoc reports in Chapter Review the remaining chapters in Part IV to learn how to access ad hoc and managed reports that have been published to the report server.