SSRS Reporting Midwestern Baptist Theological Seminary.

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Presentation transcript:

SSRS Reporting Midwestern Baptist Theological Seminary

Midwestern Baptist Theological Seminary SSRS Reporting Midwestern Baptist Theological Seminary Named Among Fastest Growing Seminaries Located in Kansas City Missouri Total Enrollments 3200 FTE Around 2400 5 IT Staff

The MBTS SSRS Reporting Team David Meyer Kim Allen Director of Information Technology SQL Database Administrator

What is SSRS Create, deploy, and manage mobile and paginated Reporting Services reports on premises with the range of ready-to-use tools and services that SQL Server Reporting Services (SSRS) provides

FEATURES of SSRS SQL Server Reporting Services is a solution that customers deploy on their own premises for creating, publishing, and managing reports, then delivering them to the right users in different ways, whether that’s viewing them in web browser, on their mobile device, or as an email in their in-box. Reporting Services offers an updated suite of products: “Traditional” paginated reports brought up to date, so you can create modern-looking reports, with updated tools and new features for creating them. New mobile reports with a responsive layout that adapts to different devices and the different ways you hold them. A modern web portal you can view in any modern browser. In the new portal, you can organize and display mobile and paginated Reporting Services reports and KPIs. You can also store Excel workbooks on the portal.

Reporting Services in SharePoint integrated mode You publish reports to Reporting Services in SharePoint integrated mode. You can schedule report processing, access reports on demand, subscribe to published reports, and export reports to other applications such as Microsoft Excel. Create data alerts on reports published to a SharePoint site and receive email messages when report data changes.

Reporting Services programming features Take advantage of Reporting Services programming features so you can extend and customize your reporting functionality, with APIs to integrate or extend data and report processing in custom applications.

SSRS Reporting Steps Installation and Setup Report Generation https://docs.microsoft.com/en-us/sql/reporting-services/install-windows/install-reporting-services?view=sql-server-2017 Report Generation Tips and Tricks After determining what the needs of end user is, reports can be created and deployed to best meet those needs. We will show you to create reports in multiple styles. There are several things to keep in mind when creating a report. We will cover several and share ways to make reports friendly.

SSRS Reporting Installing MIDWESTERN BAPTIST THEOLOGICAL SEMINARY 1.) First step is to download the software from https://www.microsoft.com/download/details.aspx?id=55252 2.) Second is run the exe

3.) Choose version type or enter a key MIDWESTERN BAPTIST THEOLOGICAL SEMINARY 3.) Choose version type or enter a key

How to find the product key for SQL Server 2017 Reporting Services MIDWESTERN BAPTIST THEOLOGICAL SEMINARY How to find the product key for SQL Server 2017 Reporting Services

MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

To Access the server http://Servername:80/Reports MIDWESTERN BAPTIST THEOLOGICAL SEMINARY To Access the server http://Servername:80/Reports

****You must use Internet Explorer**** MIDWESTERN BAPTIST THEOLOGICAL SEMINARY ****You must use Internet Explorer**** Create a Data Source to CAMS Database Change the View from “tile view” to Details View by clicking in the upper right

****You must use Internet Explorer**** MIDWESTERN BAPTIST THEOLOGICAL SEMINARY ****You must use Internet Explorer**** Click Data Sources and then New Data Source to create the connection to CAMS Database

****You must use Internet Explorer**** Set Security for access MIDWESTERN BAPTIST THEOLOGICAL SEMINARY ****You must use Internet Explorer**** Set Security for access

****You must use Internet Explorer**** MIDWESTERN BAPTIST THEOLOGICAL SEMINARY ****You must use Internet Explorer**** Set Security for access for the site overall is set on Data sources via the drop down menu You can set either domain or SQL user level access

****You must use Internet Explorer**** MIDWESTERN BAPTIST THEOLOGICAL SEMINARY ****You must use Internet Explorer**** Access the Report Builder by clicking “report Builder”

Reporting Options MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Dataset Options MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Tables View Selection MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Edit as Text MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Text Editor MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Columns MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Function Values MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Columns MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Columns and Rows MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Columns and Rows MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Columns and Rows MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Parameters MIDWESTERN BAPTIST THEOLOGICAL SEMINARY .

Parameter General Setup MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Parameter Available/Default Values MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Specify Values MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Specify Values User View MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Parameter Query Values MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Parameter Query Values MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Parameter Query Values MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Edit and Format Syntax MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Edit and Format Syntax MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Edit and Format Columns MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Interactive Sorting MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Interactive Sorting MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Tips and Tricks MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Tips and Tricks MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Tips and Tricks MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Tips and Tricks MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

Tips and Tricks MIDWESTERN BAPTIST THEOLOGICAL SEMINARY Source,Destination,Return Field,Database Name

Examples of Syntax MIDWESTERN BAPTIST THEOLOGICAL SEMINARY

SELECT distinct csv.StudentID ,csv.LastName ,csv.FirstName ,csarv.Term ,csalv.Address1 ,csalv.Address2 ,csalv.Address3 ,csalv.City ,csalv.State ,csalv.ZipCode ,csalv.Phone1 ,csalv.Phone2 ,csalv.WorkPhone1 ,csalv.MobilePhone ,csalv.Email1 ,csalv.Email2 ,csarv.StartDate ,csarv.RegistrationStatus ,sled.balance as 'overall Balance' FROM CAMS_Student_View as csv join CAMS_StudentDemographics_View as csdv on csv.StudentUID = csdv.StudentUID join CAMS_StudentStatus_View as cssv on csdv.StudentUID = cssv.StudentUID join CAMS_SRAcademic_View as csarv on cssv.StudentUID = csarv.StudentUID and cssv.TextTerm = csarv.TextTerm left join CAMS_StudentAddressList_View as csalv on csarv.StudentUID = csalv.StudentUID join CAMS_StudentLedgerBalance_View as sled on sled.ownerUID = csv.studentUID where csarv.Term = (@Term) and cssv.TextTerm = (@Term) and csalv.AddressType = 'Billing' and csalv.ActiveFlag = 'Yes' and csarv.StartDate between (@StartDate) and (@EndDate) order by csv.StudentID

Select distinct Both.StudentID, Both.StudentName, fall.Fall, spg.Spg from CAMS_SRAcademicByStudent_View Both Left Join (Select distinct studentID, studentName, sum(credits) "Fall" from CAMS_SRAcademicByStudent_View where term = (@Fall) group by studentid, StudentName) fall on Both.studentid = fall.StudentID Left Join (Select distinct studentID, studentName, sum(credits) "Spg" from CAMS_SRAcademicByStudent_View where term = (@Spring) group by studentid, StudentName) Spg on Both.studentid = Spg.StudentID Join (Select financialaward.StudentUID,studentid, FinancialAward.Description, FinancialAward.Amount, CAMS_FinancialAward_View.TextTerm, TermStartDate, TermEndDate from FinancialAward join TermCalendar on TermCalendar.termcalendarID = FinancialAward.TermCalendarID Join CAMS_FinancialAward_View on CAMS_FinancialAward_View.StudentUID = FinancialAward.studentuid and CAMS_FinancialAward_View.financialawardid = FinancialAward.FinancialAwardID and CAMS_FinancialAward_View.TextTerm = TermCalendar.TextTerm where (Termcalendar.TextTerm = (@Fall) or Termcalendar. textterm = (@Spring)) and FinancialAward.Description in ('Subsidized Loan’, 'Unsubsidized Loan', 'Pell Grant', 'Loan - Parent Plus', 'Loan - Graduate PLUS', 'Unsubsidized Loan - Additional Award')) Fed on Fed.studentid = Both.studentid where (Term = (@Fall) or term = (@Spring)) and (fall.fall = 0 or spg.spg = 0 or Fall is null or spg is null ) order by both.StudentName

Select SRAcademic. StudentUID, sum(SRAcademic Select SRAcademic.StudentUID, sum(SRAcademic.Credits) "Credits", SRAcademic.TermCalendarID from SRAcademic Join(Select att.StudentUID,aca.Section, sroffer.srofferid, aca.TermCalendarID from SRAcademic aca join(Select Distinct studentattendance.studentUID, ,studentattendance.SROfferID, studentattendance.TermCalendarID from studentattendance --- so it is easy to see what status is being pulled join dbo.glossary on glossary.uniqueid = studentattendance.statusID --- so the term can be pulled by name join TermCalendar on TermCalendar.TermCalendarID = studentattendance.TermCalendarID where glossary.DisplayText in ('present','tardy','late','left early’) ) att on att.StudentUID = aca.StudentUID and att.SROfferID = aca.SROfferID and att.termcalendarid = aca.termcalendarid join (Select SRoffer.CourseID, SROffer.Department,SROffer.SROfferID, SROffer.Section, SROffer.Credits from sroffer) sroffer on sroffer.CourseID = aca.CourseID and sroffer.Department = aca.Department and sroffer.Section = aca.Section and sroffer.SROfferID = aca.SROfferID where aca.CourseType NOT IN ('OLC’) and aca.Section like '%A%’ and aca.Credits > 0 Union Select att.StudentUID,aca.Section, sroffer.srofferid, aca.TermCalendarID from SRAcademic aca join (Select SRoffer.CourseID, SROffer.Department, SROffer.SROfferID, SROffer.Section, SROffer.Credits from sroffer) sroffer on sroffer.CourseID = aca.CourseID and sroffer.Department = aca.Department and sroffer.Section = aca.Section and sroffer.SROfferID <> aca.SROfferID join (Select Distinct studentattendance.studentUID,studentattendance.SROfferID,studentattendance.TermCalendarID where glossary.DisplayText in ('present','tardy','late','left early') ) att on att.StudentUID = aca.StudentUID and att.SROfferID = SROffer.SROfferID and att.termcalendarid = aca.termcalendarid where aca.CourseType IN ('OLC') and aca.Section like '%A%' and aca.Credits > 0

David Meyer dmeyer@mbts.edu Kim Allen kallen2@mbts.edu Contact David Meyer dmeyer@mbts.edu Kim Allen kallen2@mbts.edu Thanks For Watching MIDWESTERN BAPTIST THEOLOGICAL SEMINARY