joalmeida@microsoft.com João Diogo Almeida Premier Field Engineer Microsoft Corporation

Reporting Services Overview SSRS Architecture SSRS Configuration Reporting Services Authoring Report Builder Report Designer ( VS.NET Integration) The SQLRS Report designing process The Building blocks of a report Report designing features and techniques

SQL Server Integrate Integration Services SQL Server Analyze Analysis Services Report Data acquisition from source systems and integration Data transformation and synthesis Data enrichment, with business logic, hierarchical views Data discovery via data mining Data presentation and distribution Data access for the masses

Creating Managing Publishing Delivering

Data access to a variety of sources SQL Server / Analysis Services / OLE DB / ODBC / XML / Oracle SSIS, report models Report Definition Language (RDL) Query definitions Data regions (controls) Interactive features, expressions Report authoring options Report Designer (or third party) Report Builder for ad hoc reporting on SQL Server or Analysis Services

Deployment of Reports All item deployment (Data Sources, Models, Reports) Volume Deployment via RS Utility Deployment integration with Authoring tools Report Designer (or third party) Report Builder for ad hoc reporting on SQL Server or Analysis Services Available API for deployment Via XML Web Service Form third party tools

Runtime report rendering Excel / CSV / XML / HTML / MHTML / PDF/ TIFF Pull delivery Report requests by user Report Manager / SharePoint Web parts Push delivery Report delivery by e-mail or file Standard subscriptions Data-driven subscriptions Integration with Microsoft Office Delivery to almost any device

Central Report Server and database Web service architecture Managed report execution On-demand Scheduled Multi-user shared cache Historical snapshots Scalable Role-based security model Report Manager and Object Explorer

Report Builder Web Service Report Server Database Report Designer Report Manager SharePoint V3 Management Studio IIS ASP.NET URL Interface Report Processing SOAP Report Models Extensions SharePoint Databases Configuration Files Configuration Tool 3 rd Party Applications Windows Service WMI Service RPC Scheduling Subscriptions Report Processing Report Models Report Data Sources WMI Delivery Extensions WMI Provider Database Maintenance

Report Builder Report Designer SharePoint Service Network Interface (SNI) Authentication Report Manager ASP.NET RS Windows Service Report Server Web Service ASP.NET RPC Background Processing Report Server Database SharePoint Databases Configuration Files Management Studio Configuration Tool 3 rd Party Applications WMI Service UI Pages Extensions SOAP URL Interface Report Processing Report Models Extensions Report Processing Report Models Scheduling Subscriptions & Delivery Database Maintenance Extensions Report Data Sources WMI WMI Provider App Domain Management Service Platform Memory Management Legend External Components Internal Components Feature Components

Group Data Rendering a report Table Matrix Tablix List Chart Calcs Soft Page Layout HTML Excel Webforms HTML Winforms Storage ROM Data CSV XML GDI Hard Page Layout Image PDF Print GDI

Reporting Services Configuration Manager

SSRS Overview SSRS Report Definition Language (RDL) SSRS Configuration 16

Reporting Services Overview SSRS Architecture SSRS Configuration Reporting Services Authoring Report Builder Report Designer ( VS.NET Integration) The SQLRS Report designing process The Building blocks of a report Report designing features and techniques

Report Consumers Report Viewer Business Users Report Builder Power Users Developers Report Designer

An ad-hoc report design tool for SQL Server Reporting Services Targeted at business users who want to find and share answers to interesting questions Driven from a business model of the data so users do not need to understand the underlying data structures Not a full analytical client or replacement for Excel Pivot Tables Fully integrated with Reporting Services and delivered in SQL Server 2005/8

Report Builder is a ClickOnce Windows Forms application managed on the Report Server Users download and launch the client from the Report Manager or 3rd party applications Built on top of familiar Microsoft Office paradigms: Excel, PowerPoint Reports built with report templates (textboxes, tables, matrices, charts) Provides infinite drill for exploring data Finished reports can be saved on the server

Report Builder reports are just like any other Reporting Services report Report Builder reports are defined in RDL Managed by the same APIs Secured by the same APIs Except: Report Builder reports contain semantic model metadata When an Report Builder report is requested by report processing, the metadata is used to generate a query in the source language A new component on the Report Server handles the query generation

Automatic generation of new drillthrough reports allows users to explore data along model navigation paths Queries for navigation reports are generated on the fly, passing the context of the user s current location Users can keep drilling as long as there is a path to follow from the current item Custom reports can be specified for model items Generated navigation reports are not saved unless the user explicitly saves them

Models define entities, fields and roles available for Report Builder Models reference a data source (either SQL Server or Analysis Services) Models are stored in the Report Server as a new item type Includes new management APIs Published models can be secured Items within models (entities, fields, roles) can also be secured Users only see items they have permissions to see Pre-defined filters can restrict data users can see Model security and management through SQL Server Management Studio

Model Designer is interface for designing/editing a model New project type in Visual Studio Define fields and roles Define calculated fields Organize model Models can be auto-generated in Model Designer or on the Report Server Generates entities, fields and roles based on source metadata Auto-generation against SQL Server and Analysis Services databases

An add-on VS.NET Business Intelligence Project system distributed with SSRS Use cases: Create, Manage, and Deploy Report projects Visually design and test reports

26 Targeted at business users Targeted at IT pros and developers Ad hoc Reports Managed Reports Auto-generates queries using semantic layer on top of the source Native queries (SQL, OLE DB, MDX, ODBC, Oracle) Reports built on templates Free-form (nested, banded) reports Click-once application, easy to deploy and manage Integrated into Visual Studio Cannot import Report Designer reports Can work with reports built in Report Builder

Report Builder Report Designer Model Design 27

Defining Report Data sources Defining the basic Report layout Enhancing the Report layout Using Report Expressions to control style and formatting Using Report Expressions to generate values for Report Items Adding interactive features Previewing the Report to verify functionality

DataSources DataSets Data Regions Report Items Expressions

A Reporting Services DataSource defines connection information for a database DataSources can be shared or report specific SSRS Data Extensions are used to connect to data sources Built in Data Extensions (Microsoft.ReportingServices.DataExtensions.dll) SQL Server Oracle OLEDB ODBC Add-on Data Extensions SQL Server Analysis Server Report Server Model Teradata XML

A Report DataSet contains information about a query used by a Report Definition/Reference to the DataSource used to execute the query The query The fields returned by executing the query Filter definitions A single report can define and use multiple DataSets

Areas on a report that repeat data (records retrieved by executing a DataSet query) Data Regions are bound to DataSets Contain Report items that display values of fields retrieved by a DataSet query Types of Data Regions Table Matrix List Chart SQL Server 2008+ Tablix Chart Gauges

Used to design reports that display data in a tabular format Report Data Static columns Number of rows depends on the DataSet data Key Features Grouping Sorting Cell Merging

Used to create cross tab and pivot table reports Design Components Column groupings Row groupings Detail cells Key Features Grouping and Sorting Dynamic rows and columns Static rows and columns

Tabl e + Matr ix Customer Growth Retail 2001 2002 Total Acme Nadir, Inc. Wholesale ABC Corp. XYZ, Ltd. Grand Total 19% 322% 19% 322% 56% Retail Wholesale Grand Total Acme Nadir, Inc. ABC Corp. XYZ, Ltd. 1,115 1,331 2,446 152 642 794 11,156 13,312 24,468 1,523 6,421 7,944 13,946 21,706 35,653

Used to display data and graphical elements Types of Data Items TextBox Image Subreport Line Rectangle

Use cases for Images in a report Display image data fields Display company logos Background images Image storage Embedded Resource item Database Image types gif jpeg bmp png

Used to solicit values that control report execution and rendering Use cases Parameterized DataSet queries Dynamic DataSet queries Report expressions Parameter values Default values Available values

Used to Filter report data after it is retrieved from a Data Source Can be defined on DataSets and Data Regions Enables data filtering when viewing Snapshot reports

Used to display different but related sets of data in a single report Enables using different presentation formats for each DataSet Example: A Salesperson Summary report that displays: Salesperson employee information in a List data region Salesperson Sales Summary data in a Chart A listing of the salesperson s customers in a Table

Flexibility in rendering data groupings generated from a single DataSet Enables the rendering of reports that must display multiple instances of a top level grouping Using Multiple non-nested data regions will not work for this scenario

Used to display reports inside other reports Reports referenced by Subreport items are fully functional stand-alone reports that reside on the Report Server Use cases Nested Data groupings Drill down functionality Negate the data redundancy downside of using nested Data Regions to implement nested groupings Downside: Processing overhead (not in SSRS 2008)

User interactivity features Enables interactive hiding and drilling into lower levels of data Lower levels of data can be Nested groupings and detail data in a single report (Drill down) Data rendered by another report (Drill through)

Used extensively in Report design and rendering Written using VB.NET SSRS provides a number of built in collections that can be used in expressions Use cases: Linking DataSet fields to Report items Rendering computed data values Dynamic generation of Style and Formatting settings Assigning values to Report parameters Dynamic DataSet queries

Fields ReportItems User Parameters Globals

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