SSRS – Thinking Outside the Report

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Presentation transcript:

SSRS – Thinking Outside the Report Elaena Bakman Email: elaena.bakman@gmail.com Twitter: @Elaena_Bakman GitHub: https://github.com/Lenka72/ SSRS – Thinking Outside the Report

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Creative Use of Reports

How SSRS Reports are Used SSRS can be used to prepare and deliver various interactive and printed reports. Create tabular, graphical and free-form reports from relational, multidimensional and XML based data sources. The reports can be published and accessed on demand. SSRS also has a built in scheduling tool to perform basic report deployments via email, file share, or SharePoint.

SSRS Data source Shared data-source - A shared data-source is published on a report server and can be used by multiple reports. A shared dataset must be based on a shared data source. A shared dataset can be cached and scheduled by creating a cache refresh plan. Embedded data-source-  Embedded data sources are defined in and used by a single report.

Datasource Inline SQL 2. Table 3. Stored Procedures

What can you do in a stored procedure? Your imagination is the limit… Run jobs Modify data… Run sp_WhoIsActive Get the status of your SSIS packages… and run your SSIS packages… find out what was wrong with your package or get the list of parameters that were using during execution. Create Audit Reports Find out about any indexes that might be missing Find out about any unused indexes

The basics or creating a functional report… If your report performs more than one function add a parameter to indicate the type of function you expect to perform. … and default to Report Only.  Make sure you default all your other parameters to NULL unless there is a reason to use something else.  If you are making changes through your report consider… Passing in the User ID Recording the any jobs you kick off Add a “refresh” button… If you are running the same process from many different places, create functions, stored procedures or save your code as a template.  Your service account running the reports should have the appropriate permissions to do what you need done.  

The main report Stored Procedure The main procedure that runs the report should have: Action Type parameter User Id Security Input Validation

Demo Time

Adding buttons There are three ways to create “buttons” in SSRS Table cells Text boxes Images To make them into a “button”, change the following settings in the Action property: Enable as an action: “Go to report” Specify Report: Select the report name from the drop-down (self) Use the parameters to run the report: set the appropriate parameters based on your design. * Don’t forget to default your values when a specific value is not required.

Demo Time

Creating a job Separate the logic of triggering your job and running your report. Create a log. What ran Who ran it When what it run What was the outcome What parameters were used Record parameters used. Check if this or dependent job is running. Start job (can start job at different steps). Consider adding a “Starting…” step. Notify users of job status.

Demo Time

Questions?

Follow me… Email: elaena.bakman@gmail.com Twitter: @Elaena_Bakman GitHub: https://github.com/Lenka72/SSRS-Thinking-Outside-the-Report