Module 3: Supporting Self Service Reporting Course 10778A Module 3: Supporting Self Service Reporting Module 3 Supporting Self Service Reporting

Module 3: Supporting Self Service Reporting Course 10778A Module Overview Module 3: Supporting Self Service Reporting Introduction to Self Service Reporting Shared Data Sources and Datasets Report Parts

Lesson 1: Introduction to Self Service Reporting Course 10778A Lesson 1: Introduction to Self Service Reporting Module 3: Supporting Self Service Reporting Self Service Reporting Scenarios Report Builder Deploying Report Builder

Self Service Reporting Scenarios Course 10778A Self Service Reporting Scenarios Module 3: Supporting Self Service Reporting Empower information workers Supplement standard reports Reduce IT workload Point out that self-service reporting brings a number of benefits, but also some challenges. For example, business users may require significant support when creating reports, and there is increased risk of users creating reports that are based on incorrect queries, and are therefore inaccurate.

Module 3: Supporting Self Service Reporting Course 10778A Report Builder Module 3: Supporting Self Service Reporting Self service authoring tool – create and edit reports Designed for business users – familiar Office-style interface Point out that Report Builder includes many of the same user interface features as Report Designer, such as the Report Data pane, the Properties pane, and the Groupings pane. However, it does not use a project- centric development approach such as that provided by SQL Server Data Tools, and instead provides a more document-centric approach similar to the way Microsoft Office applications are used.

Deploying Report Builder Course 10778A Deploying Report Builder Module 3: Supporting Self Service Reporting ClickOnce Version Installed on-demand from Report Manager or a SharePoint document library Download must be enabled in Report Server settings You can specify an alternative download URL Standalone Version Installed from .msi package Download the package from the Microsoft Download Center Can be pushed to client computers by using enterprise software management tools

Demonstration: Using Report Builder Course 10778A Demonstration: Using Report Builder Module 3: Supporting Self Service Reporting In this demonstration, you will see how to: Use Report Builder to create a report Publish a report from Report Builder Use Report Builder to edit an existing report Task 1: Use Report Builder to create a report Ensure MIA-DC1 and MIA-SQLBI are started, and log onto MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod03 folder, run Setup.cmd as Administrator. Start Internet Explorer and browse to the Reports document library in the SharePoint site at http://mia-sqlbi. In the ribbon, on the Documents tab, in the New Document drop-down list, click Report Builder Report. If you are prompted to install Report Builder, click Run, and wait for Report Builder to be downloaded. The application starts automatically after it has been downloaded. In the Getting Started dialog box, ensure that New Report is selected and click Table or Matrix Wizard. On the Choose a dataset page, ensure Create a dataset is selected, and click Next. On the Choose a connection to a data source page, click New, and in the Data Source Properties dialog box, create a data source with the following settings and click OK. Then click Next. On the General tab, change the Name property to AdventureWorksDW, ensure that the Microsoft SQL Server connection type is selected, and enter the following connection string: Data source=localhost;Initial Catalog=AdventureWorksDW On the Credentials tab, ensure that the Use current Windows user. Kerberos delegation might be required option is selected. On the Design a query page, in the Database view pane, expand Tables, expand the DimGeography, DimDate, DimCustomer, and FactInternetSales tables, and select the following fields: DimDate.CalendarYear DimDate.MonthNumberOfYear DimDate.EnglishMonthName DimGeography.EnglishCountryRegionName DimCustomer.GeographyKey FactInternetSales.CustomerKey FactInternetSales.OrderDateKey FactInternetSales.SalesAmount

Lesson 2: Shared Data Sources and Datasets Course 10778A Lesson 2: Shared Data Sources and Datasets Module 3: Supporting Self Service Reporting Using Shared Data Items for Self Service Reporting Creating Shared Data Sources Creating Shared Datasets

Using Shared Data Items for Self Service Reporting Course 10778A Using Shared Data Items for Self Service Reporting Module 3: Supporting Self Service Reporting Shared data sources Enable multiple report developers to use the same connection to a data source for multiple reports Eliminates requirement for report authors to know connection string details Shared datasets Enable multiple report developers to create multiple reports based on the same query Eliminates requirement for report authors to know query syntax Point out the note in the student workbook and explain that shared data sources are useful in any scenario where multiple reports access the same database. For example, if a database had to be moved from one server to another, you can modify the connection string on a single shared data source to ensure that multiple reports that use the database still function correctly.

Creating Shared Data Sources Course 10778A Creating Shared Data Sources Module 3: Supporting Self Service Reporting SQL Server Data Tools Add to a report server project Publish to a report server Report Manager / SharePoint Create in-place on the report server View dependencies and manage properties

Demonstration: Using a Shared Data Source Course 10778A Demonstration: Using a Shared Data Source Module 3: Supporting Self Service Reporting In this demonstration, you will see how to: Create a shared data source Use a shared data source in a report Task 1: Create a shared data source Ensure MIA-DC1 and MIA-SQLBI are started, and log onto MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod03 folder, run Setup.cmd as Administrator. Start Internet Explorer and browse to the Reports document library in the SharePoint site at http://mia-sqlbi. In the ribbon, on the Documents tab, in the New Document drop-down list, click Report Data Source. In the Data Source Properties page, configure a data source with the following settings and click OK. Name: Demo Adventure Works DW Data Source Type: Microsoft SQL Server Connection string: Data source=localhost;Initial Catalog=AdventureWorksDW Credentials: Windows authentication (integrated) or SharePoint user Availability: Enable this data source selected Task 2: Use a shared data source in a report In the ribbon, on the Documents tab, in the New Document drop-down list, click Report Builder Report. When Report Builder starts, in the Getting Started dialog box, select New Report and click Table or Matrix Wizard. On the Choose a dataset page, ensure Create a dataset is selected, and click Next. On the Choose a connection to a data source page, click Browse and browse to the http://mia-sqlbi/Reports folder. Then select the Demo Adventure Works DW.rsds shared data source you created in the previous task and click Open. Then ensure that the Demo Adventure Works DW.rsds data source is selected, and click Next. On the Design a query page, in the Database view pane, expand Tables, expand the DimCustomer, DimGeography, and FactInternetSales tables, and select the following fields: DimGeography.EnglishCountryRegionName DimCustomer.GeographyKey FactInternetSales.CustomerKey FactInternetSales.SalesAmount

Creating Shared Datasets Course 10778A Creating Shared Datasets Module 3: Supporting Self Service Reporting SQL Server Data Tools Add to a report server project Publish to a report server Report Builder Create and save in report server Report Manager / SharePoint View dependencies and manage properties

Demonstration: Using a Shared Dataset Course 10778A Demonstration: Using a Shared Dataset Module 3: Supporting Self Service Reporting In this demonstration, you will see how to: Create a shared dataset Use a shared dataset in a report Note This demonstration requires that you have completed the previous demonstration in this module. If you have not done so, you must create a shared data source named Demo Adventure Works DW.rsds that connects to the AdventureWorksDW database in the localhost instance of SQL Server. Task 1: Create a shared dataset Ensure MIA-DC1 and MIA-SQLBI are started, and log onto MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod03 folder, run Setup.cmd as Administrator. Start Internet Explorer and browse to the Reports document library in the SharePoint site at http://mia-sqlbi. In the ribbon, on the Documents tab, in the New Document drop-down list, click Report Builder Report. When Report Builder starts, in the Getting Started dialog box, select New Dataset and select the Demo Adventure Works DW.rsds data source you created in the previous demo. If Demo Adventure Works DW.rsds is not listed, click Browse other data sources and browse to the http://mia-sqlbi/Reports folder. Then select the Demo Adventure Works DW.rsds shared data source and click Open. When you have selected the Demo Adventure Works DW.rsds data source, click Create. On the ribbon, in the Query Designer section, click Import. Then browse to the D:\10778A\Demofiles\Mod03 folder, select Internet Sales.sql, and click Open. On the ribbon, click the Run button. When the query has completed, review the results, which show Internet sales data. In the quick access toolbar, click Save. Then in the Save As Dataset dialog box, browse to the http://mia-sqlbi/Reports folder, in the Name box type Demo Internet Sales.rsd, and save the dataset. Task 2: Use a shared dataset in a report Click the round button at the top left of the ribbon, and on the Report Builder menu, click New. Then in the New Report or Dataset dialog box, select New Report and click Table or Matrix Wizard. On the Choose a dataset page, select Choose an existing dataset in this report or a shared dataset, click Browse and in the http://mia-sqlbi/Reports folder, click Demo Internet Sales.rsd and click Open. Then click Next. On the Arrange fields page, drag and drop the fields to the following groups and then click Next. Row groups: CalendarYear, Month Column groups: ProductCategory Values: SalesAmount

Module 3: Supporting Self Service Reporting Course 10778A Lesson 3: Report Parts Module 3: Supporting Self Service Reporting What Are Report Parts? Publishing Report Parts Using Report Parts Updating Report Parts

Module 3: Supporting Self Service Reporting Course 10778A What Are Report Parts? Module 3: Supporting Self Service Reporting Report items stored on a report server that can be reused in multiple reports: Charts Gauges Images Maps Parameters Rectangles Tables Matrices Lists Report parts in reports use a unique ID to maintain a relationship to the instance of the report part on the server

Publishing Report Parts Course 10778A Publishing Report Parts Module 3: Supporting Self Service Reporting Use Report Designer or Report Builder to create a report Publish report parts in the report Select individual items, add descriptions, and set publishing locations

Module 3: Supporting Self Service Reporting Course 10778A Using Report Parts Module 3: Supporting Self Service Reporting Search the Report Part Gallery Only in Report Builder Drag into report body Reformat as required Emphasize that report parts can only be used in Report Builder. You can use Report Designer to create report parts, but not to add a report part to a report from the Report Part gallery.

Module 3: Supporting Self Service Reporting Course 10778A Updating Report Parts Module 3: Supporting Self Service Reporting Update notification when report is opened in Report Builder Explicit check for updates option on Report Builder menu

Demonstration: Using Report Parts Course 10778A Demonstration: Using Report Parts Module 3: Supporting Self Service Reporting In this demonstration, you will see how to: Create and publish a report part Use a report part in a report Update a report part Task 1: Create and publish a report part Ensure MIA-DC1 and MIA-SQLBI are started, and log onto MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod03 folder, run Setup.cmd as Administrator. Start Internet Explorer and browse to the Reports document library in the SharePoint site at http://mia-sqlbi. In the ribbon, on the Documents tab, in the New Document drop-down list, click Report Builder Report. If you are prompted, click Run, and wait for Report Builder to be downloaded. The application starts automatically after it has been downloaded. In the Getting Started dialog box, ensure that New Report is selected and click Chart Wizard. On the Choose a dataset page, ensure Create a dataset is selected, and click Next. On the Choose a connection to a data source page, click New, and in the Data Source Properties dialog box, create a data source with the following settings and click OK. Then click Next. On the General tab, change the Name property to AdventureWorksDW, ensure that the Microsoft SQL Server connection type is selected, and enter the following connection string: Data source=localhost;Initial Catalog=AdventureWorksDW On the Credentials tab, ensure that the Use current Windows user. Kerberos delegation might be required option is selected. On the Design a query page, click Import and browse to the D:\10778A\Demofiles\Mod03 folder, select SalesByYear.sql, and click Open. Then on the toolbar, click the Run button to verify that the query returns sales volumes for years and product categories, and click Next. On the Choose a chart type page, select Line, and click Next. On the Arrange chart fields page, drag CalendarYear to the Categories list, drag ProductCategory to the Series list, and drag SalesAmount to the Values list. Then click Next. On the Choose a style page, select Generic, and then click Finish. When the report has been created, click the Chart Title text box and then select the text and change it to Sales Trend. Then resize the chart to make it bigger. Click Run to preview the chart and then click Design to return to design view. With the chart selected, on the View tab of the ribbon, select Properties. Then in the Properties pane, change the Name property of the chart to DemoSalesTrendChart. In the Report Data pane, expand Datasets, right-click DataSet1 and click Dataset Properties. Then in the Dataset Properties dialog box, change the Name property to DemoSalesByYear and click OK.

Module 3: Supporting Self Service Reporting Course 10778A Lab Scenario Module 3: Supporting Self Service Reporting Students will perform the lab in the role of an advanced business user in the Adventure Works Cycles company, and use Report Builder to: Create a report that shows reseller sales by product category and geographical location Create a shared data source and shared datasets to make it easier for less database-proficient business users to create their own reports Publish a chart as a report part so that business users can reuse it in their own reports Point out that the instructions in the lab are deliberately designed to be high-level so that students need to think carefully about what they are trying to accomplish and work out how best to proceed for themselves. Encourage students to read the scenario information carefully and collaborate with each other to meet the scenario requirements. Remind students that if they find a particular task or exercise too challenging, they can find step-by-step instructions in the lab answer key. As a BI professional at Adventure Works Cycles, you want to empower business users to create their own reports using Report Builder You need to experiment with Report Builder to create a report, and find out how much database technology knowledge users will need to perform self-service reporting You must then explore ways in which you can create reusable reporting components that will simplify the report creation process for business users who have limited database technology expertise

Lab 3: Implementing Self Service Reporting Course 10778A Lab 3: Implementing Self Service Reporting Module 3: Supporting Self Service Reporting Exercise 1: Using Report Builder Exercise 2: Simplifying Data Access for Business Users Exercise 3: Using Report Parts In this lab, students will explore various features of Reporting Services that can be used in a self-service reporting scenario. Exercise 1 In this exercise, students use Report builder to create and publish a report. Exercise 2 In this exercise, students create a shared data source and shared datasets, and then use them in a report. Exercise 3 In this exercise, students create a report part and then use it in a report. Logon information Virtual machine MIA-SQLBI User name ADVENTUREWORKS\Student Password Pa$$w0rd Estimated time: 45 minutes

Module Review and Takeaways Course 10778A Module Review and Takeaways Module 3: Supporting Self Service Reporting How can you enable business users to create reports without them needing to define connection strings for databases? How can you simplify self service reporting for business users who aren’t familiar with query syntax? How can you create a standard gauge that multiple business users can include in their reports? Review Questions Point the students to the appropriate section in the course so that they are able to answer the questions presented in this section. Some guidance for discussing the answers to the questions is included below. How can you enable business users to create reports without them needing to define connection strings for databases? Create shared data sources that encapsulates the connection information for each database that can be used as a source for reports. How can you simplify self-service reporting for business users who aren’t familiar with query syntax? Create shared datasets that retrieve commonly used data for reports. How can you create a standard gauge that multiple business users can include in their reports? Create the gauge in a report and then publish it as a report part.