Microsoft SQL Server Reporting Services Dave Henson dhenson@certifiednetworks.com

Why Use SSRS Secure Deployment of Professional Reports Accessible Anywhere – web based Define one report, render to many formats Html Pdf Xml Integrated with SQL 2008 Easily extensible for .net developers

Course Outline Module 1: Introduction to Microsoft SQL Server Reporting Services(SSRS) Module 2: Authoring Basic Reports Module 3: Enhanced Reporting Module 4: Manipulating Data Sets Module 5: Managing Content Module 6: Administering SSRS Module 7: Programming SSRS

Course Logistics Class Format Course Dates Course Hours Lunch 50% Lecture & Demonstrations 50% Lab Course Dates Course Hours Lunch

Definitions IIS SSRS SQL RDL Visual Studio .Net 2005 XML Business Intelligence (BI) OLTP OLAP OLEDB .Net

Reporting Lifecycle Authoring to create .rdl file Management Delivery Security Deployment Delivery Pull Report Manager Custom App Push Email

Reporting Services Scenarios Internal External Embedded – online portal Standard vs. Ad-hoc Reports

Delivery and Rendering Options HTML, MHTML PDF, TIFF CSV, XML Custom .Net Rendering Content: Standard, Crosstab, Charting, Graphics Real time or scheduled as a task

SSRS Architechture Report Server Report Manager http://localhost/reportserver Report Manager http://localhost/reports

SSRS Components Application layer Server Layer Data Layer Report Authoring Standard Ad Hoc Report Server Management Server Layer Report Server Report Processor Data Layer Any OLEDB Datasource

Authoring Components Report designer templates added to Visual Studio during install Report Builder Thin client .net app installed through browsing Uses a published report model to build query Reporting Services API for authoring

Management Components SSRS Configuration Tool Report Manager Command Line Rsconfig Rs Rskeymgmt SSRS API

Report Delivery Components Report Manager Report Processor Scheduling and Delivery Processor

Server Extensions SSRS fully exposed through .net libraries Extensibility Authentication Data Processing Report Processing Rendering Delivery

Installation Prerequisites Versions Windows Server (2003/2008) IIS SQL Server – local to machine or otherwise Versions Workgroup(Express) Standard Enterprise Trial

Server Configuration IIS Security Accounts SSRS Config Manager SSRS Services and accounts Windows Service Web Service Impersonation

SSRS Quick Tour Demonstration of basic reporting: Create BI Project Add Datasource Add Dataset Design Report Deploy Report

Module 2: Authoring Basic Reports

Visual Studio 2008 – New BI Project

Data Source Setup

Adding the dataset

Structuring Data in the Report

Report Layout and Presentation

Publishing the Report

Managing the Report

Accessing the Report

Module 3: Enhanced Reporting

Parameters Replace items in where clause with sql named parameters Use a query to populate a dropdown for the parameter

Formatting Use .Net formatting rules in the “format” property: 0N = number: 100.99 0C = money: $100.99

Filters Blanket reduction of rows returned from the dataset

Data Regions Areas on report with repeated data: Subreports Table: fixed columns Matrix: variable columns List Subreports

Actions Link a report item to data stored elsewhere Report Url (.aspx, .php, .htm)

Visibility Use “Hidden” property to hide fields, rows, etc. Use the ToggleItem property for interactive control of visibility

Recursive Groups Using Parent Grouping in the Grouping Properties for recursive display Use the Level function to identify the relationship of the current row to the top row =Level(“RecursiveGroup”)

Module 4: Managing Datasets

IIS Session Report execution is stored by default in user session Cached instances share the report across multiple sessions(multiple visitors)

Working with a shared schedule Create a master schedule used by a series of reports for updating cached information

Snapshot Reports Report is executed on a scheduled basis and delivered to a folder

Report parameters Parameters used as a “filter” can be used against the snapshot data

Calculation Load Structure of your query defines the load point of running the report: SQL Backend Reporting Services Engine

Manual Caching Running an SQL job to create a table with the results of a report Pre-aggregating

Module 5: Managing Content

Publishing Content Report Designer Report Manager SQL Server Management Studio Rs.exe and .rss file .Net libraries

Enabling User Reports Enable a My Reports folder for each user

Report Builder .net library delivered over the web Allows power users to create their own reports Requires a report “model” be published by admin Describes tables and relationships Published as SMDL file Data Source View (DSV) enables subset of base data

Reverse-Scripting Objects Visual Studio Script Generation .rss script file can be used with the rs.exe utility

Data Sources Updates needed through time Report Manager Visual Studio .Net 2005

Configuring Snapshot Reporting

Snapshot Report History Viewing Configuring

Report Subscriptions Supports the push model of reporting

Cross Platform Reporting See web for fixes on your platform You must test all os/browser platforms Example: Firefox Width: single pixel clear gif, width of 6.5 in Height: modify reportingservices.css .DocMapAndReportFrame{min-height: 860px;}

Module 6: Administering SSRS

Reporting Services Files and Folders C:\program files\Microsoft SQL Server\MSSQL.3\Reporting Services C:\Program Files\Microsoft SQL Server\MSSQL.3\Reporting Services\ReportServer\bin\ReportingServicesService.exe.config

Reporting Services Databases ReportServer.dbo.ExecutionLog

Trace Log Files C:\Program Files\Microsoft SQL Server\MSSQL.3\Reporting Services\LogFiles Configure logging level in the ReportinServices.exe.config file

SSRS Windows Performance Counters MSRS 2005 Web Service Counters MSRS 2005 Windows Service Counters

Timeouts Connection: Report Execution Timeout Connection Timeout Command Timeout Lock Timeout Report Execution Timeout

Suspending Jobs Subscriptions Shared Schedules

SSRS Database Administration Role of the database Backup Schedule

Security: Authorization Model SQL Server Logins Trusted Nontrusted Default Settings – trusted only Need to modify for snapshot execution

Assigning Roles Windows Accounts Using “runas” for testing Ctrl – right click internet explorer Choose runas Supply another windows login for execution

Item-Level Role Definitions Browser Content Manager My Reports Publisher Report Builder

Folder Security

Site Security System Administrator System User

Module 7: Programming SSRS

SSRS Extensibility Client Reporting Interface Management/Administration Custom Reporting Objects

Tools Compilers: Csc.exe Vbc.exe Reporting Services Command Prompt Rs.exe Rsconfig.exe Compilers: Csc.exe Vbc.exe

HTTP Protocol HTTP Post HTTP Get WebForms

Custom Web Reporting Portal Add Parameters to url: &rc:ParmName=ParmValue To Hide parameters &rc:Parameters=false &rc:Toolbar=false Other control features &rc:Zoom=75 &rc:Zoom=Whole Page &rc:Extension=.TXT &rs:format=EXCEL

Reporting Services API .Net Libraries Web Services

Example Client Code public Form1() { InitializeComponent(); //add reference to Microsoft.ReportViewer.WinForms //add namespaces System.Data.SqlClient and Microsoft.Reporting.WinForms; this.ClientSize = new System.Drawing.Size(950, 600); ReportViewer reportViewer = new ReportViewer(); // Set Processing Mode reportViewer.ProcessingMode = ProcessingMode.Local; …

Example Contd. … // Set RDL file reportViewer.LocalReport.ReportPath = @"c:\tmp\productlist.rdl"; // Supply a DataTable corresponding to each report data source reportViewer.LocalReport.DataSources.Add(new ReportDataSource("DataSet1", DBUtil.GetProducts())); // Add the reportviewer to the form reportViewer.Dock = DockStyle.Fill; this.Controls.Add(reportViewer); // Process and render the report reportViewer.RefreshReport(); }