MISSION CRITICAL PLATFORMDEVELOPER & IT PRODUCTIVITYPERVASIVE INSIGHT Delivering business agility and innovation to gain strategic value out of your information SQL Server

MICROSOFT SQL SERVER REPORTING SERVICES

What is REPORT ? Individuals and Organizations wants : way of displaying data in standardized way that facilitates decision making. Be able to access those reports from variety of applications, locations and devices. A report is any informational work made with the specific intention of relaying information in a widely presentable form. Reports use features such as graphics, images, voice, or specialized vocabulary in order to persuade that specific audience to undertake an action. One of the most common formats for presenting reports is IMRAD : Introduction, Methods, Results and DiscussionIMRAD

What is SSRS? SQL Server Reporting Services (SSRS) is a server-based report generation software system from Microsoft. Administered via a web interface, it can be used to prepare and deliver a variety of interactive and printed reports. SQL Server Reporting Services is Microsoft's SERVER-CENTRIC reporting plateform. SSRS competes with Crystal Reports and other business intelligence tools. Reporting Services was first released in 2004 as an add-on to SQL Server The second version was released as a part of SQL Server 2005 in November A third version was released as part of SQL Server 2008 R2 in April The latest version was released as part of SQL Server 2012 in March 2012.

Why Reporting Services? Distributed processing - Portal Uses Active Directory Easy to install and administer Integrated report development Uses standard Internet technology –(HTTP & XML) Works with Oracle and more

The Real Reason Needed Reporting Tool Now! Least expensive solution (No budget for Reporting Tool) Already owned software SQL Server Works with Oracle and many more… Installed RS ourselves Very Good Product Help available

Reporting Services Security Cost Agility Performance & Administration

Pricing – MS Campus Agreement Enterprise Edition Much less than Web Focus or Oracle No Annual Maintenance Already Owned Enterprise Edition = $ Standard Edition 3x less than SQL Enterprise Edition

SQL Server License RDBMS; OLAP/Data warehouse; Management Tools; Integrated Security; Reporting Services; Notification Services; More… License includes all Features. License includes all Features. Features are not priced separately Features are not priced separately

Requirements Microsoft Windows –2000, 2003, & XP SQL Server IIS (Web Server) –ASP.NET Reporting Services is an ASP.NET application that uses SQL Server for its data storage Reporting Services is Clusterable and Scalable (Web Farm)

Report Authoring Report Management Report Delivery REPORTING LIFE CYCLE

Phase Description Authoring Creation of the report definition, via an authoring tool, containing: Connection Query Layout Management The published report definition is saved on a report server, and managed with Report Manager by the report server administrator. Access and Delivery The generated report is viewed via an application, or is routed to a delivery target where it is accessed by consumers.

Authoring: Report developers can create reports to be published to the Report Server using Microsoft or third-party design tools that use Report Definition Language (RDL), an XML-based industry standard used to define reports Management. Report definitions, folders, and resources are published and managed as a Web service. Managed reports can be executed either on demand or on a specified schedule, and are cached for consistency and performance Delivery. Supports both on-demand (pull) and event-based (push) delivery of reports. Users can view reports in a Web-based format or in

REPORTING SERVICES FEATURES Part of the SQL Server 2005 Platform Report Development Visual report design Business Intelligence Development Studio Report Features Grouping Sorting Filtering Drill-Down and Drill-Through Charting XML-based Report Files (.rdl)

REPORTING SERVICES FEATURES  Report Types ◦ Table ◦ Matrix ◦ Charts  Report output: ◦ Report Viewer (web site) ◦ Page-based (HTML, TIFF, PDF) ◦ Application integration (Web / Windows Forms)  Export Formats: ◦ Adobe PDF, XML, Microsoft Excel, CSV, TSV ◦ CSV

REPORTING SERVICES FEATURES  Management ◦ Web-based interface ◦ Command-line management tools  Report Builder ◦ Data models for creating ad-hoc reports  Programmability / Integration:  Application Programming Interface (API)  Web Services / Simple Object Access Protocol (SOAP)  Command-line utilities

REPORT SECURITY Report Authentication & Authorization via by Active Directory Can Utilize Web Server & other security technology SSL, IPSec, Firewall, etc

REPORT STYLES Report LayoutDescription TabularFixed number of columns MatrixThe number of columns depends on the query results ChartData represented graphically (pie, line or bar chart) List (free-form)Data arranged free-form on the page; useful for creating forms

INTERACTIVE REPORTS FeatureDescription ParameterizedParameterized reports filter data to provide only that which is appropriate for the user Hidden or drill- down Hidden items on a report can toggle in and out of view based on user actions HyperlinksHyperlinks embedded in reports direct users to Web pages Drill-through linksDrill-through links open another report from within a report, such as a detailed report from a summary. The originating report typically passes parameters to the drill-through report Bookmark linksBookmark links direct users to another area of the current report Document mapsIn HTML Viewer, a document map appears as a table of contents next to the report. Users can click an item in the table, and the browser jumps to that item in the report

Report Server SQL Server Catalog Report Engine Scheduling & DeliveryRendering Data ProcessingSecurity Delivery Targets ( , SharePoint, Custom) Security Services Output Formats Data Sources RDCE Customized RDL Custom Report Item Custom Visualization SSMSReport Viewer Web Service Proxy Report Viewer Web Part SharePoint Web Services & URL Access RDCE : Report Definition Customization Extension for Multi-Language Reports

From SQL Server Books Online REPORTING SERVICES ARCHITECTURE

SQL Sever Reporting and Alerting Enabled as SharePoint Shared Service Built-in scale-out for RS Service Apps SharePoint Cross-farm reporting Integrated backup & recovery, ULS logging, PowerShell etc. End User Alerting Defined from within operational or ad-hoc reports Intuitive Alert rules Alerts self-managed through SharePoint XLS/Word 2007/2010 BIDS integrated with Dev10 shell Power View Highly visual design experience Rich metadata-driven interactivity Presentation-ready at all times Increase efficiencyIncrease Proactive Intelligence Managed Self Service BI – Corporate BI Empower users

Alerting Key Capabilities Scenario Operational Reports Stored Credentials SharePoint Mode SharePoint Permissions Tools Alert Designer Alert Manager Alert Rules Simple rules Static thresholds Alert Messages Description Alert Rules Alert Parameters Alert Schedules Daily, Weekly, Hourly, Minute Start/End Date Production Capabilities Execution Log Globalized Alert Rules Localization ready

Determine Requirements Create Report Item Create Dataset(s) Design / Preview Report Deploy Report REPORT CREATION PROCESS

USING THE REPORT WIZARD Report Wizard Goals: Provides a quick way to create basic reports Defines a data connection and query Includes formatting and grouping options Creates a new RDL file Launching the Report Wizard: New Project  Report Server Project Wizard Add Item  Report Wizard

REPORT WIZARD STEPS Define Data Source Design Query Choose Report Type Define Report Layout Choose Report Formatting

UNDERSTANDING DATA SOURCES Specifies connection information for reporting data Supported Data Sources: Any OLEDB / ODBC-compliant data source Relational SQL Server Oracle MS Access OLAP / Multi-Dimensional SQL Server Analysis Services XML, Excel, CSV, TSV, etc.

CREATING DATA SOURCES Data Source Details Data source type Connection options Security credentials Private Data Sources (Report-specific) Stored within the report (.RDL) file Shared Data Sources Defined at the Project / Server level Can be used across multiple reports Useful for development/production environments

DATASET DETAILS Identifies data to be used for report generation Can have many different datasets per report Requires a data source (shared or embedded) Fields are available for use in reports Dataset Options Query (Text or Stored Procedure) Fields Data Options Parameters Filters

Query Designer Features Visual creation of joins Can access tables, views, and functions Column names and aliases Query sorting and filtering options Query results Screen sections Diagram Pane Grid Pane SQL Pane Result Pane QUERY DESIGNER

QUERY DESIGNER EXAMPLE

REPORT LAYOUT Report Page Header Page Footer Body (Report Area) Table Regions Header Detail Footer Groups Can specify page breaks

Data Output Table Matrix List Layout / Formatting Textbox Line Rectangle Image Chart Data visualization SubReports Drill- through Complex Reports Dashboards REPORT ITEMS (TOOLBOX)

Report Requirements: Show a list of all products by Category / Subcategory Drill-down, sorting, and grouping are not required Report Components: Page Header Report Title Page Number Report Data (Table) REPORT LAYOUT: DEMONSTRATION

Query Sorting Useful for setting a “default” sort order Use an ORDER BY clause in the dataset query Table-Level Sorting Default sort order specified in the “Sorting” tab Interactive Sorting Data is sorted during report generation Sorted values are used for report output Can use a field or complex sort expression May be dependent on grouping scope INTERACTIVE SORTING

GROUPING AND DRILL-DOWN Grouping Helps to logically organize data Can create sub-totals in group footer Drill-Down Group visibility can be dynamically-controlled by other columns/values Report exports are based on the current view

Sales Details State Country IndiaUPSales MPHRSales GROUPING EXAMPLE

Statements used to specify values Can be used in table cells Expression Editor Supports Intellisense Uses Visual Basic-style syntax Examples: Globals!ReportName Globals!PageNumber Sum(Fields!SalesTotal.Value, “Sales") CountDistinct(Fields!ProductCategory) Fields!Employee.LastName + “,” + Fields!Employee.FirstName + UNDERSTANDING EXPRESSIONS

EXPRESSION OPTIONS Constants Based on context Globals Report Name Page information Execution Time Parameters From report settings Fields From datasets

EXPRESSION OPTIONS (CONT’D.) Datasets Dataset column values Single Values: May include “First” or “Sum” Operators Arithmetic Comparisons String functions Common Functions Aggregates Financial Type Conversions Text Date/Time Math Program Flow (IIF, Choose, Switch)

FILTERING OPTIONS Dataset / Query Level Uses parameter variables to restrict data returned Can also use stored procedure variables Report Parameters Determined at report run-time Useful when users will be frequently changing settings Object Filtering Filter options for tables, charts, etc.

DATASET FILTERING Can improve performance by minimizing data returned Best used when filtering details are known before report generation Implemented using query Query: SELECT * FROM Sales WHERE TransactionDate

Evaluated at report run-time Report Parameter Options: Data Types Prompt Options Allow blank / null; Multi-value Available Values Non-Queried or From Query Default values: Non-Queried or From Query Cascading Parameters REPORTING PARAMETERS

SQL Server Reporting Services Service Report Manager Web Site Business Intelligence Development Studio Databases: ReportServer: Report definitions, security settings, etc. ReportServerTempDB: Cached data and user session information Components may be installed on different servers REPORTING SERVICES COMPONENTS

REPORT EXECUTION PROCESS Data is retrieved from source DB Data is stored in ReportServerTempDB Report is Executed

Always run this report with the most recent data Enable caching Expired based on number of minutes Expired based on a schedule Render report from a snapshot Report Execution timeouts System Default Specified number of seconds None REPORT EXECUTION OPTIONS

Cache is created when a report is first run Stores a copy of data in ReportServerTempDB Can reduce impact on production performance Data may be out-of-date Expires after a pre-defined amount of time Data source security settings must be configured UNDERSTANDING REPORT CACHING

 Events are executed by SQL Server Agent service  Schedule Types ◦ Report-Specific Schedules ◦ Shared Schedules  Defined at the system level  Tips: ◦ Keep track of time zones ◦ Use shared schedules whenever possible to allow centralized management ◦ Distribute reporting processing workload over time UNDERSTANDING SCHEDULES

Point-in-time view of the contents of a report Data never changes Report parameters must be defined before running the snapshot Usually created on a schedule End-of-month or end-of-year reports Scheduling Report-specific schedule Shared schedule UNDERSTANDING SNAPSHOTS

Used to maintain snapshot copies over time Often used for auditing or historical reference Scheduling: Store all snapshots Use a report-specific schedule Use a shared schedule Options: Keep an unlimited number of snapshots Limit the number of copies of report history REPORT HISTORY

Uses SMTP server defined in Reporting Services Configuration tool Can send report as attachment Can send a link to the report File Share Stores the output of a report to a file share Requires a shared folder accessible via UNC Example: \\ReportServer\MarketingReports\\ReportServer\MarketingReports REPORT DELIVERY OPTIONS

Output file types XML Comma-separated values (CSV) – text file TIFF image files Web Archive Adobe Acrobat (PDF) Microsoft Excel (XLS) File Share Only Web Page (HTML) Web Archive REPORT DELIVERY OPTIONS

Snapshot-Based Subscriptions Notification is sent whenever a snapshot is created Schedule-Based Subscriptions Uses a custom schedule (e.g., daily, monthly, etc.) Can have start and stop dates Data-Driven Subscriptions Report recipients are defined by a query Table and query must be created manually Useful when managing large or very dynamic lists of recipients SUBSCRIPTION TYPES

Hierarchical Security Model Folders can be used for logical organization Items inherit permissions Security Layers System-Level Role Definitions Site-wide Security Item-Level Role Definitions REPORTING SERVICES SECURITY

Role-Based system Roles are sets of permissions/capabilities Users can be assigned to multiple roles Based on Windows Authentication Provides for centralized security management May use Active Directory users and groups Other authentication can be developed MANAGING SECURITY

Creates a “virtual report” Uses the same report definition (.rdl) as the parent report, but with independent settings Purpose / Benefits Can setup different sets of permissions Can setup different sets of parameters LINKED REPORTS

Windows Forms Applications Reporting Services Control Pointed to Reporting Services web site Web Applications Can point directly to the Reporting Services Web Site Creating customized security for accessing reports by automating the API Other Options: SharePoint Integration Using the Reporting Services API REPORTING CONTROLS

LAB SESSIONS Demonstration of basic reporting: Create BI Project Add Datasource Add Dataset Design Report Deploy Report

LAB SESSIONS - 1  Configuring SSRS – Reporting Services Configuration Manager Steps – Start -> All Programmes -> MS SQL Server 2008/2012 -> Configuration Tools->Reporting Services Configuration Manager

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LAB SESSIONS - 2  Sample Report – Demo 1 * Creating Report * Configuring Parameters * Filtering Reports  Sample Report – Demo 2 * Creating Report * Applying Grouping * Grouping Totals * Configuring Parameters * Filtering Reports  Sample Report – Demo 3 * Creating Report * Applying Grouping * Configuring Parameters * Filtering Reports * Implementing Indicators

 Sample Report – Demo 4 * Creating Report * Applying Row Numbering  Sample Report – Demo 5 * Creating Report * Applying Row Numbering within group.

Q & A

THANK YOU ! Virendra Yaduvanshi