SQL Reporting service presentation

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SQL Reporting service presentation

  1. 1. SQL Server Reporting Services Ahmed Rafik http://erpaxapta.blogspot.com
  2. 2. Agenda • Terminology • RS Architecture • Reporting Services Features • Report Creation Process • Understanding Data Source • Understanding Dataset • Query Designer • Report Layout • Sorting • Grouping • Expression • Reporting Parameters
  3. 3. Terminology • RDL: Report Definition Language XML-based Report Files (.rdl) • Expression: custom code using keywords, ops, values, or functions (i.e. field, code).
  4. 4. RS Architecture
  5. 5. 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
  6. 6. 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
  7. 7. Determine Requirements Create Report Item Create Dataset(s) Design / Preview Report Deploy Report Report Creation Process
  8. 8. 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
  9. 9. Report Wizard Steps Define Data Source Design Query Choose Report Type Define Report Layout Choose Report Formatting
  10. 10. Understanding Data Sources • Specifies connection information for reporting data • Supported Data Sources: – Any OLEDB / ODBC-compliant data source – Relational • SQL Server • Oracle • MS Access
  11. 11. Understanding Data Sources • Data Source Details – Data source type – Connection options – Security credentials • Shared Data Sources – Defined at the Project / Server level – Can be used across multiple reports – Useful for development/production environments
  12. 12. Understanding Dataset • 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
  13. 13. • 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
  14. 14. Query Designer Example
  15. 15. Report Layout • Report – Page Header – Page Footer – Body (Report Area) • Table Regions – Header – Detail – Footer • Groups – Can specify page breaks
  16. 16. • 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
  17. 17. • 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
  18. 18. Details Sub-Region Region North America U.S. Sales (YTD) Sales (Monthly) Canada Mexico Sales (YTD) Grouping Example
  19. 19. • 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
  20. 20. Expression Options Constants • Based on context Global • Report Name • Page information • Execution Time Parameters • From report settings Fields • From datasets
  21. 21. 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)
  22. 22. • 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
  23. 23. Thanks… Ahmed Rafik http://erpaxapta.blogspot.com

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