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SQL Reporting service presentation
This document provides an overview of SQL Server Reporting Services including key terminology, architecture, features, and the report creation process. It discusses report definition language, expressions, data sources, datasets, query design, report layout, sorting, grouping, parameters, and more. The goal is to demonstrate report creation from determining requirements to deploying the final report.
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SQL Reporting service presentation
- 1. SQL Server Reporting Services AhmedRafik http://erpaxapta.blogspot.com
- 2. Agenda • Terminology • RSArchitecture • Reporting Services Features • Report Creation Process • Understanding Data Source • Understanding Dataset • Query Designer • Report Layout • Sorting • Grouping • Expression • Reporting Parameters
- 3. Terminology • RDL: ReportDefinition Language XML-based Report Files (.rdl) • Expression: custom code using keywords, ops, values, or functions (i.e. field, code).
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- 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. 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. Determine Requirements Create Report Item Create Dataset(s) Design / Preview Report DeployReport Report Creation Process
- 8. Using the ReportWizard • 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
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- 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. 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. Understanding Dataset • Identifiesdata 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. • Query DesignerFeatures – 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
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- 15. Report Layout • Report –Page Header – Page Footer – Body (Report Area) • Table Regions – Header – Detail – Footer • Groups – Can specify page breaks
- 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. • 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
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- 19. • Statements usedto 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. Expression Options Constants • Basedon context Global • Report Name • Page information • Execution Time Parameters • From report settings Fields • From datasets
- 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. • Evaluated atreport 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
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