1. SQL Server 2005 Reporting Services
10/10/2017 5:47 AM
SQL Server Reporting Services
Bala Subra
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

2. 10/10/2017 5:47 AM
Executive Summary
Product enabling employees at all levels of an organization to realize the promise of BI and to promote better decision making
Delivered through:
Traditional and interactive reports
Scalable, manageable and embeddable server infrastructure
Integration with SharePoint, Office applications, browser and other familiar tools
Single platform and tools for all types of structured data (relational, hierarchical, multidimensional)
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

3. Information Explorers Information Consumers
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BI User Profiles
SQL Server
Analysis Services
Analysts
5-10% of users
SQL Server
Reporting
Services
Information Explorers
15-25% of users
Information Consumers
65-80% of users
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

4. Reporting Services Architecture
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Reporting Services Architecture
Browser
Management
Custom App
Data Sources
(SQL, OLE DB, ODBC,
Oracle, Custom)
URL
WMI
Web Service
Output Formats
(HTML, Excel,
PDF, Custom)
Report Server
Report Processing
Data Retrieval
Rendering
Security
Delivery
SQL Server Catalog
Delivery Targets
( , File share,
Custom)
Security Services
(NT, Passport,
Custom)
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

5. Reporting Services Architecture
10/10/2017 5:47 AM
Reporting Services Architecture
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

6. Business Scenarios Enterprise Reporting Embedded Reporting
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Business Scenarios
Enterprise Reporting
In-house reports (Sales, Finance, HR)
Manageability, portal and LOB integration
Embedded Reporting
Report processing included in applications
Extensible, embeddable architecture
B2B Reporting
Partner reporting via extranets, Internet
Data isolation, extensible security
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

7. 10/10/2017 5:47 AM
Reporting Lifecycle
SQL Server Reporting Services supports the full reporting lifecycle, including Authoring, Management and Delivery
Authoring
Management
Delivery
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

8. 10/10/2017 5:47 AM
Report Authoring
Report Designer Integrated with Visual Studio .NET 2003
Powerful, XML Report Definition Language (RDL)
Freeform / Table / Matrix / Chart
Parameters (Dynamic, Hierarchical)
Sorting / Filtering / Grouping / Aggregates
Interactivity (Drill-down, Drill-through)
Full VB.NET Expression Language
Published RDL definition to enable 3rd parties to create custom authoring tools
Extensible query execution architecture
SQL Server / Analysis Services
OLE DB / ODBC / Oracle
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9. Report Management Web Service APIs for management
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Report Management
Web Service APIs for management
Web management user interface
Report Management Functions
Report Metadata (Name, Description, Connections, Credentials, Parameters)
Scheduling integrated with SQL Server Agent
Execution properties (live, cache or snapshot)
History of prior executions
Extensible, role-based security architecture
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

10. 10/10/2017 5:47 AM
Report Delivery
Single report definition can be rendered to diverse output formats
Web Formats (HTML 4, HTML 3.2, HTML w/OWC)
Print Formats (TIFF, RTF, PDF)
Data Formats (Excel, XML, CSV)
Personalized and administrator defined subscription and delivery
Ability to select output formats per subscription
Can deliver links as well as rendered reports
Data-driven subscriptions for personal delivery
Extensible delivery provider architecture
, File System, Custom
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

11. Reporting Services Terminology
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Reporting Services Terminology
Data Source – a database
Dataset – a query against a data source
Data Region – an item that displays repeated rows of data
Types of Data Regions
Table – a banded, tabular report
Matrix – a cross-tab (or pivot table) report
List – data arranged in free-form fashion
Chart – a graph
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

12. Creating Reporting Services Project
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Creating Reporting Services Project
Creating a Report
Creating a Group
Interactive Sorting
Creating Drill-Down Reports
Creating a Group
• Right-click on left margin of table and select Insert Group
• Select a field to group on or enter an expression
• Select any options (page break at start, page break at end, etc.) and click OK to create group
• SSRS doesn't automatically add the group field to the group header (the wizard does, though) but you can add it easily enough
Groups
• You can use Sorting tab of Grouping and Sorting Properties dialog to sort groups and detail with groups
• To edit group, right-click on left-hand margin of group header or footer and select Edit Group
• Groups can be nested many deep
Interactive Sorting (New for 2005)
• Lets users re-sort reports on columns that you pre-specify
• Right-click column header, select Properties, & click Interactive Sort tab
Creating Drill-Down Reports
• Drill Down Reports (rptCustomerHierarchy2)
? Using the Visibility properties of TableRows you can create an interactive drill-down effect
? Printed output will always show the fully expanded data
• Document Maps (rptCustomerHierarchy3)
? Use the Document map label property of Grouping and Sorting Properties dialog
? Converts to PDF Bookmarks
Displaying Data on a Report
• When you drag a field onto a section of a report, SSRS places it within a TextBox
• TextBoxes can be bound to a field or to a member of a global collection
Expressions
• Reporting Services uses VB-like expressions
• You can use standard +. -, *, /, mod operators
• String concatenation with & (don’t use +) ? =Fields!City.Value & ", " & Fields!Country.Value
• Aggregate functions: ? Sum, Count, Avg, Min, Max, First, Last, etc.
• Also supported: ? IIf(), Len(), Switch()
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

13. Calculations & Formatting
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Calculations & Formatting
Reporting Services uses VB-like expressions
You can use standard +. -, *, /, mod operators
String concatenation with & (don’t use +)
Aggregate functions:
Sum, Count, Avg, Min, Max, First, Last, etc.
Also supported:
IIf(), Len(), Switch()
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

14. Expressions Fields Globals User to access values from current row
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Expressions
Fields
to access values from current row
e.g. =Fields!LastName.Value
Globals
to access global report data
e.g. =Globals!PageNumber
User
to access info about authenticated user running the report
e.g. =User!UserID; =User!Language
• =Globals!TotalPages
• =Globals!ExecutionTime, etc.
Group Calculations
rptEmployeeSales2 report
• You can use standard aggregate functions
? Sum, Count, Avg, Min, Max, etc.
? e.g. =Sum(Fields!Cost.Value)
• Calculating Percentages
? Trick is to give the textbox containing the denominator
a name (e.g., txtTotalCost) and use it in expression,referencing it using ReportItems collection
? e.g., • =Sum(Fields!Cost.Value)/ReportItems!txtTotalCost.Value
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

15. Expressions Parameters ReportItems to access value of input parameters
e.g., =Parameters!Country.Value
ReportItems
to access values from other sections of report
e.g.= ReportItems!txtQuantity.Value *
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

16. 10/10/2017 5:47 AM
Using Custom Code
You can write your own VB functions and include them in the Code tab of the Report|Report Properties dialog
Visual Basic is the only language supported by SSRS in the code window
You can also develop custom assemblies that you can call from reports
Assemblies can be developed in any .NET language
You have to follow a number of steps to reference, deploy, and access your assemblies
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

17. 10/10/2017 5:47 AM
Custom Code Example
Public Function ColumnSel (ByVal parameter as Parameter, ByVal ColID as integer) as Boolean
If parameter.IsMultiValue then
For i as integer = 0 to parameter.Count-1
If val(parameter.Value(i)) = ColID then
Return True
End If
Next
Return False
Else
End Function
=iif(code.ColumnSel(Parameters!Column_Sel,3)= true,false,true)
Public Function GetColumnColor(ByVal parameter as Parameter) as string
Public Function p(ByVal something as String) as String
MsgBox(something)
Return something
End Function
Public Function GetFontWeight(ByVal parameter as Parameter) as string
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

18. Formatting Fields Conditional Formatting
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Formatting Fields
Conditional Formatting
Use IIf, Switch, or a custom function as value for property in property sheet
You can do this for textboxes and table rows (sections of a report)
Need to display sales over $1,000 bolded and in green
Formatting Numbers/Dates
? Right-click on textbox and select Properties
? Enter a .NET format string or click on […]
• Styles (Font, FontSize, Color, etc.)
? Use property sheet
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

19. Bala Subra 10/10/2017 5:47 AM Creating a Report
• A number of ways to create a new report, including
? Right click on the Reports node in Solution Explorer and select
• Add New Report – starts report wizard
• Add|Add New Item – to create a blank report
• Import Reports – to import all of the reports from an Access database
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

20. Themes Core Product Enhancements Tighter Integration Developer Focus
Extend features based on feedback from SQL2K version
Incremental enhancements, performance and scalability
Tighter Integration
Strengthen SQL Server end-to-end BI scenarios
Tighter integration with Office and SharePoint
Developer Focus
Unparalleled integration for the Visual Studio developer
Freely redistributable Windows and ASP.NET controls
Empowering End Users
Report Builder enables end-user reporting scenarios
Increased interactivity

21. What’s new in 2005 Report Builder VS Integration VS Controls
Interactive Sort
Multi-valued parameters
Parameter Date Picker
Management Studio Integration
MDX Query builder
Configuration Tool
Custom Report Item
Floating headers
Printing from IE (SP2)
Web Parts (SP2)
64 bit Support
Multi-instance Support
Expression builder enhancements

22. 10/10/2017 5:47 AM
Bala Subra
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

23. Most Requested Items Not in 2005
Rich Text support
RTF/Doc rendering
PPT rendering
Shared Styles (Styles sheets)
Templates
Font embedding in PDF
Many Chart enhancement (Same as SP2)
Heterogeneous Join
Edit in Preview

24. Rich Client Printing
Direct routing of print jobs without needing to export
Small ActiveX control downloaded via browser
Select page range, orientation, margins
Preview page output
Server enhancements for performance

25. Enhanced Expression Editor
Available for all expressions in VS Report Designer
List of available VB.NET functions
Inline parameter information
Statement completion
Real-time syntax checking

26. Multi-Valued Parameters
Report developer can specify any parameter is multi-valued
Report processing constructs SQL or MDX syntax
Multiple default values also supported
Value sets can passed via URL or SOAP API

27. Date Picker Parameters
Calendar control for choosing dates
Localized and Globalized
Windows and Web support

28. Interactive Sort
Report author can add ability for end user to resort data within data regions
Resorting happens without re-querying the database
Support for multi column and for nested / grouped sort

29. Floating Headers
New type of interactivity similar to freeze panes in Excel
Works Horizontally and Vertically
Table header
Matrix column and row headers
Table columns
Must be continuous columns anchored on the right or left

30. MDX Query Builder MDX and data mining query builders
MDX parameter support
Member extended properties
Support for server aggregates

31. Custom Report Item
Enables ISVs and Developers to add custom visualizations to a report
Primary scenario is enhanced charting
Additional chart types
Maps
Gauges
Supports interactivity
Actions
Sort
Supports all data region features
Filter
Grouping
Group Filters
Etc…
The Report Designer supports
a conversion API
Currently limited to images
Future plans for all report item types

32. Management Studio Integration
Single point of management for all SQL Server components
Superset of Report Manager functions
Script generation from property dialogs

33. Server Configuration Tool
Graphical configuration tool for Report Server
Database Settings
Virtual Directories
Key Management

34. SharePoint Web Parts
Report Explorer provides browsing of server namespace and subscription
Report Viewer used to view reports
Parts can be connected or used standalone
Works in both SPS and WSS

35. Visual Studio Integration
Report design completely integrated with Visual Studio language projects
Natural extension of VS data functionality
Included in VS Pro and above

36. Report Controls
Controls make it easy to embed reporting functionality into applications
Windows Forms (rich client) and Web Forms (ASP.NET) control
Local processing mode (no server) or connected server mode

37. Report Builder A new ad-hoc report design tool for Reporting Services
Targeted at business users who want to find and share answers to interesting questions
Driven from a business model of the data so users do not need to understand the underlying data structures
Fully integrated with Reporting Services and delivered in SQL Server 2005

38. Power Users Developers
Why Report Builder?
Report Consumers
Report Viewer
Business Users
Report Builder
Power Users Developers
Report Designer

39. What Report Builder is not…
A replacement for Pivot Tables
Can be used for some data slice and dice but not specifically designed for this capability
An analytical client
No support for advanced financial calculations, what ifs, writebacks, financial or business modeling, etc.
A developer-focused design tool
No nested data regions, freeform layout, multiple queries, conditional formatting, or custom code
An HTML-based design tool
Report Builder is a WinForms (.NET Framework) application

40. Report Builder Architecture
SQL Mgmt
Studio
Report
Designer
Model
Designer
Report
Manager
Report Builder
Client
Web Service / URL interface
Report Server
Drill through report generation
Query generation
Data Sources
(SQL Server,
Analysis Services)
SQL Server Catalog

41. 10/10/2017 5:47 AM
Report Builder Client
Built on top of familiar Microsoft Office paradigms (Excel, PowerPoint)
Reports built via report templates (table, matrix, chart, combinations)
“Click once” application deployed from the Report Server
Users download and launch the client from Report Manager (new or existing report)
Finished reports can be saved on the server
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

42. Report Builder Reports
Report Builder reports are just like any other Reporting Services report…
Report Builder reports are defined in RDL
Managed by the same APIs
Secured by the same APIs
Except: Report Builder reports contain semantic model metadata
When an Report Builder report is requested by report processing, the metadata is used to generate a query in the source language
A new component on the Report Server handles the query generation

43. Infinite Drill
Automatic generation of new drillthrough reports allows users to explore data along model navigation paths
Queries for navigation reports are generated on the fly, passing the context of the user’s current “location”
Users can keep drilling as long as there is a path to follow from the current item
Custom reports can be specified for model items
Generated navigation reports are not saved unless the user explicitly saves them

44. Report Builder Model Designer
Hosted in Visual Studio (new project type)
For editing models used by Report Builder
Auto-generation of models from data sources

45. Model Design Model Designer is interface for designing/editing a model
New project type in BI Development Studio
Define fields and roles
Define calculated fields
Organize model
Models can be auto-generated in Model Designer or on the Report Server
Generates entities, fields and roles based on source metadata
Auto-generation against SQL Server and Analysis Services databases

46. Model Designer

47. Report Models
Models define entities, fields and roles available for Report Builder
Models reference a data source (either SQL Server or Analysis Services)
Models are stored in the Report Server as a new item type
Includes new management APIs
Published models can be secured
Items within models (entities, fields, roles) can also be secured
Users only see items they have permissions to see
Model security and management through SQL Server Management Studio

48. Report Builder vs. Report Designer
Targeted at business users
Targeted at IT pros and developers
Ad hoc reports
Managed reports
Auto-generates queries using semantic layer on top of the source
Native queries (SQL, OLE DB, XML/A, ODBC, Oracle)
Reports built on templates
Free-form (nested, banded) reports
Click-once application, easy to deploy and manage
Integrated into Visual Studio
Cannot import Report Designer reports
Can work with reports built in Report Builder

49. Wrap-up Report Builder is…
a new ad hoc report design tool for SQL Server Reporting Services
targeted at business users who want to find and share answers to interesting questions
driven from a business model of the data so users do not need to understand the underlying data structures
is fully integrated with SQL Server Reporting Services and delivered in SQL Server 2005

50. SQL Server Report Builder
10/10/2017 5:47 AM
SQL Server Report Builder
Bala Subra
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

51. 10/10/2017 5:47 AM
Q & A
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.