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SSRS tutorial

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All about SSRS

All about SSRS

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  • 1. SQL Server Reporting Services QBurst Technologies Overview People use reports to communicate information, make decisions, and identify opportunities. Reporting Services is a server-based reporting platform that provides a full range of ready-to-use tools and services to help people throughout your organization create, deploy, manage, and use reports quickly and easily. With Reporting Services, you can retrieve data from relational, multidimensional, and XML- based data sources; publish reports that can be viewed in various formats; and centrally manage report security and subscriptions. The reports that you create can be viewed over a Web-based connection or as part of a Microsoft Windows application or SharePoint site. Describe Reporting Lifecycle. The Reporting Lifecycle includes Report designing – The designing is done in Visual Studio Report Designer. It generates a class which embodies the Report Definition. Report processing – The processing includes binging the report definition with data from the report data source. It performs on all grouping, sorting and filtering calculations. The expressions are evaluated except the page header, footer and section items. Later it fires the Binding event and Bound event. As a result of the processing, it produces Report Instance. Report instance may be persisted and stored which can be rendered at a later point of time. Report Rendering: Report rendering starts by passing the Report Instance to a specific rendering extension (HTML or PDF formats). The instance of reports is paged if paging supported by output format. The expressions of items are evaluated in the page header and footer sections for every page. As a final step, the report is rendered to the specific output document.
  • 2. SQL Server Reporting Services QBurst Technologies How SSRS works? Report Manager Provides web-based report access and management capabilities. Default URL that invokes Report Manager is http://<server>/reports. Report Builder Provides drag-and-drop, easy-to-use report design functionality. Report Builder is an ad hoc end-user report authoring and publishing tool executed on a client computer. Report Designer Allows developers to develop complex reports. Report Designer is a comprehensive report authoring and publishing tool, hosted in Business Intelligence Development Studio or Visual Studio. Report Server database Stores report definitions, report metadata, report history, cached reports, snapshots, resources, security settings, encrypted data, scheduling and delivery data, and more. Report Server The report server is the central component of a Reporting Services installation. It consists of a pair of core processors plus a collection of special- purpose extensions that handle authentication, data processing, rendering, and delivery operations.
  • 3. SQL Server Reporting Services QBurst Technologies Features  Relational, multidimensional, XML, and custom data sources Build reports using data from any data source type that has a Microsoft .NET Framework- managed data provider, OLE DB provider, or ODBC data source. You can create reports that use relational and multidimensional data from SQL Server and Analysis Services, Oracle, Hyperion, and other databases. You can use an XML data processing extension to retrieve data from any XML data source. You can use table-valued functions to design custom data sources.  Tabular, matrix, chart, and free-form report layouts Create tabular reports for column-based data, matrix reports for summarized data, chart reports for graphical data, and free-form reports for everything else. By using the tablix data region, you can create reports that combine table and matrix layouts. Reports can embed other reports and charts, along with lists, graphics, and controls for dynamic Web-based applications.  Ad hoc reports Create and save reports on the fly and save them locally or publish them directly to a report server or SharePoint site, where they can be managed like other reports. Ad hoc reporting is supported through report models and report templates using a ClickOnce application called Report Builder 1.0. Model-based ad hoc reports provide infinite click through functionality so users can explore the data that is available to them.  Drillthrough reports and interactivity Add interactive features by providing links to subreports and drillthrough reports. Use parameters to filter data for customized views.  Presentation formats Choose a presentation format when you open the report, or after you open the report. You can choose Web-oriented, page-oriented, and desktop application formats. Formats include HTML, MHTML, PDF, XML, CSV, TIFF, Word, and Excel.  Custom controls and report items
  • 4. SQL Server Reporting Services QBurst Technologies You can embed custom controls or report items that you create or purchase from a third-party vendor. A custom control requires a custom report processing extension. You can add scripted expressions in Microsoft Visual Basic.  Navigation You can add bookmarks and document maps to provide navigation options within a large report.  Aggregations You can aggregate and summarize data using controls and expressions.  Graphical elements You can embed or reference images and other resources, including external content. Reporting Services includes the following core components:  A complete set of tools that you can use to create, manage, and view reports.  A Report Server component that hosts and processes reports in a variety of formats. Output formats include HTML, PDF, TIFF, Excel, CSV, and more.  An API that allows developers to integrate or extend data and report processing in custom applications, or create custom tools to build and manage reports. The reports that you build can be based on relational or multidimensional data from SQL Server, Analysis Services, Oracle, or any Microsoft .NET data provider such as ODBC or OLE DB. You can create tabular, matrix, and free-form reports. You can also create ad hoc reports that use predefined models and data sources. Although Reporting Services integrates with other Microsoft technologies out-of-the-box, developers and third-party vendors can build components to support additional report output formats, delivery formats, authentication models, and data source types. The development and run-time architecture was purposely created in a modular design to support third-party extension and integration opportunities. SSRS competes with Crystal Reports and other business intelligence tools, and is included in Express, Workgroup, Standard, and Enterprise editions of Microsoft SQL Server as an install option.
  • 5. SQL Server Reporting Services QBurst Technologies Versions of SSRS  Reporting Services was first released in 2004 as an add-on to SQL Server 2000.  The second version was released as a part of SQL Server 2005 in November 2005.  The latest version was released as part of SQL Server 2008 in August 2008. Interaction with the reports  Users can interact with the Report Server web service directly, or  Instead use Report Manager, a web-based application that interfaces with the Report Server web service. With Report Manager, users can view, subscribe to, and manage reports as well as manage and maintain data sources and security settings. Reports can be delivered via e-mail or placed on a file system. Security is role-based and can be assigned on an individual item, such as a report or data source, a folder of items, or site wide. Security roles and rights are inherited and can be overloaded.  In addition to using the standalone Report Server that comes with SQL Server, RDL reports can also be viewed using the ASP.NET ReportViewer web control or the ReportViewer Windows Forms control. This allows reports to be embedded directly into web pages or .NET Windows applications. The ReportViewer control processes reports in one of two ways: (a) server processing, where the report is rendered by and obtained from the Report Server; (b) Local processing, where the control renders the RDL file itself. What is RDL? Report Definition Language (RDL) RDL describes all possible elements of a report using an XML grammar that is validated by an XML schema. The report definition of an individual report is based on RDL and contains instructions for rendering the design at run time. RDL is extensible. You can add
  • 6. SQL Server Reporting Services QBurst Technologies support for elements or features that are not present in the existing RDL schema, and then build custom tools and report rendering extensions to handle the features you create. Type of SSRS reports 1. Parameterized reports 2. Linked reports 3. Snapshot reports 4. Cached reports 5. Ad hoc reports 6. Clickthrough reports 7. Drilldown reports 8. Drillthrough reports 9. Subreports Parameterized reports A parameterized report uses input values to complete report or data processing. With a parameterized report, you can vary the output of a report based on values that are set when the report runs. Parameterized reports are frequently used for drillthrough reports, linked reports, and subreports, connecting and filtering reports with related data. Using Parameters Parameters are used in dataset queries to select report data, to filter the result set that the query returns, or to set layout properties used to display or hide parts of a report. You can also specify cascading parameters that populate a series of dependent, drop-down parameter lists. For example, a drop-down list of Region parameter values can be used to populate a drop-down list of City parameter values. You can use parameters with linked reports by pairing a specific parameter with each linked report to change the outcome. For example, you can create a single regional sales report that shows the sales for all regions, and then use a parameter for each linked report to filter data for a particular region. Specific parameter values can be stored with the report so that users do not have to type values.
  • 7. SQL Server Reporting Services QBurst Technologies Not all parameters may be visible in the report at run time. A report author, report server administrator, or content manager can specify which values to use and then hide the input fields on the report. Query Parameters and Report Parameters Reporting Services supports two kinds of parameters: query parameters and report parameters. Query parameters are used during data processing to select or filter data. Query parameters are specified in the syntax of a data processing extension. If a query parameter is specified, a value must be provided either by the user or by default properties to complete the SELECT statement or stored procedure that retrieves data for a report. Report parameters are used during report processing to show a different aspect of the data. A report parameter is usually used to filter a large set of records, but it can have other uses depending on the queries and expressions used in the report. Report parameters differ from query parameters in that they are defined in a report and processed by the report server, while query parameters are defined as part of the dataset query and processed on the database server Linked Reports A linked report is a report server item that provides an access point to an existing report. Conceptually, it is similar to a program shortcut that you use to run a program or open a file. A linked report is derived from an existing report and retains the original's report definition. A linked report always inherits report layout and data source properties of the original report. All other properties and settings can be different from those of the original report, including security, parameters, location, subscriptions, and schedules. You can create a linked report on the report server when you want to create additional versions of an existing report. For example, you could use a single regional sales report to create region-specific reports for all of your sales territories. Although linked reports are typically based on parameterized reports, a parameterized report is not required. You can create linked reports whenever you want to deploy an existing report with different settings. Snapshot Reports
  • 8. SQL Server Reporting Services QBurst Technologies A report snapshot is a report that contains layout information and query results that were retrieved at a specific point in time. Unlike on-demand reports, which get up-to-date query results when you select the report, report snapshots are processed on a schedule and then saved to a report server. When you select a report snapshot for viewing, the report server retrieves the stored report from the report server database and shows the data and layout that were current for the report at the time the snapshot was created. Report snapshots are not saved in a particular rendering format. Instead, report snapshots are rendered in a final viewing format (such as HTML) only when a user or an application requests it. Deferred rendering makes a snapshot portable. The report can be rendered in the correct format for the requesting device or Web browser. Report snapshots serve three purposes:  Report history. By creating a series of report snapshots, you can build a history of a report that shows how data changes over time.  Consistency. Use report snapshots when you want to provide consistent results for multiple users who must work with identical sets of data. With volatile data, an on-demand report can produce different results from one minute to the next. A report snapshot, by contrast, allows you to make valid comparisons against other reports or analytical tools that contain data from the same point in time.  Performance. By scheduling large reports to run during off-peak hours, you can reduce processing impact on the report server during core business hours. Cached Reports A cached report is a saved copy of a processed report. Cached reports are used to improve performance by reducing the number of processing requests to the report processor and by reducing the time required to retrieve large reports. They have a mandatory expiration period, usually in minutes. Clickthrough Reports A clickthrough report is a report that displays related data from a report model when you click the interactive data contained within your model-based report. These reports are generated by the report server based on the information contained within the report model. The person who created the model determines which fields are interactive and which fields are returned when a clickthrough report is opened. These field settings cannot be changed in the report authoring tools.
  • 9. SQL Server Reporting Services QBurst Technologies Clickthrough reports are auto generated. However, you can create an alternative customized report to the model for interactive data items that is displayed instead. The custom report is a standard Reporting Services report. Drilldown Reports Drilldown reports initially hide complexity and enable the user to toggle conditionally hidden report items to control how much detail data they want to see. Drilldown reports must retrieve all possible data that can be shown in the report. For reports with large amounts of data, consider Drillthrough reports instead. Drillthrough Reports Drillthrough reports are standard reports that are accessed through a hyperlink on a text box in the original report. Drillthrough reports work with a main report and are the target of a drillthrough action for a report item such as placeholder text or a chart. The main report displays summary information, for example in a matrix or chart. Actions defined in the matrix or charts provide drillthrough links to reports that display greater details based on the aggregate in the main report. Drillthrough reports can be filtered by parameters, but they do not have to be. Drillthrough reports differ from subreports in that the report does not display within the original report, but opens separately. They differ from clickthrough reports in that they are not autogenerated from the data source, but are instead custom reports that are saved on the report server. They differ from drilldown reports in that they retrieve the report data only for the specified parameters or for the dataset query. Subreports A subreport is a report that displays another report inside the body of a main report. Conceptually, a subreport is similar to a frame in a Web page. It is used to embed a report within a report. Any report can be used as a subreport. The subreport can use different data sources than the main report. The report that the subreport displays is stored on a report server, usually in the same folder as the parent report. You can set up the parent report to pass parameters to the subreport. Although a subreport can be repeated within data regions using a parameter to filter data in each instance of the subreport, subreports are typically used with a main report as a briefing book or as a container for a collection of related reports. For reports with many instances of subreports, consider using drillthrough reports instead.
  • 10. SQL Server Reporting Services QBurst Technologies Comparison of Subreport, Drillthrough and Nested Data Regions Trait Subreport Drillthrough Nested Uses dataset of main report Same or different Same or different Same Retrieves data Data retrieved at the same time as main report Data retrieved one drillthrough report at a time Data retrieved all at the same time as main report Is processed and rendered With the main report When link is clicked With the main report. Performs Slower (but retrieves all data with main report) Faster (but does not retrieve all data with main report) Faster (and retrieves all data with main report) Uses parameters Yes Yes No Can be reused As report, or subreport or drillthrough report in other reports As report, or subreport or drillthrough report in other reports Cannot be reused. Is located External to main report, same or different report server External to main report, same report server Internal to main report Is displayed In the main report In a different report In the main report Report Design Basics (SSRS) Create a basic report; you must specify which data you need for a report, how you want to organize it on the page, and how you want a user to view the report.
  • 11. SQL Server Reporting Services QBurst Technologies Parts of a Basic Report A report has a header, a body, and a footer. A report also has a default page size with page headers and page footers. You can place report items such as images, text boxes, and lines in headers and footers. The body of the report contains the report data. You can place any type of report item in the body, including tables, matrices, lists, charts, and gauges. You link report data to report items on the design surface. When the report is processed, the report data and layout items are combined. When you view the report, the combined data and layout elements are sent to a report renderer. The renderer dynamically determines how much data fits on each page. Report parameters are used to specify the data to use in a report, connect related reports together, and vary report presentation. In a report, you can place report items anywhere on the design surface; you are not limited to "bands" of data. You can place data regions with different sets of data side-by-side. Certain report items can also contain other report items. Specifying Report Data Reports use the following types of report data: a report dataset with a field collection (from a query that runs on a data source and returns data in rows and columns, where the column names provide the default field collection), built-in fields, images that are used in the report, and report parameters. Report data is organized on the Report Data pane. Report data is linked to report layout elements through report expressions. Expressions can be written using built-in libraries or can access the full range of Visual Basic .NET Framework classes. When your dataset query includes variables, query parameters are automatically created for the dataset, and corresponding report parameters are automatically created for the report. When the user runs the report, they can type or select values that help customize the report data for their interests. Organizing Report Data on a Page Reports use a variety of report items to organize data on a report page. Report items are available in the Toolbox. You drag report items to the report design surface and then drag report data from the Report Data pane to the report items on the design surface. The design surface is not WYSIWIG. The report items have an initial layout position that may change when the report is processed. The following list describes typical uses for different report items:
  • 12. SQL Server Reporting Services QBurst Technologies  Textbox. Use for titles, date stamps, and report names. Placeholder text appears in text boxes where you have linked data and layout items. The placeholder text is display text for an underlying report expression. During report processing, report data is substituted for the report expressions and the calculated values replace the placeholder text.  Table, Matrix. Use to display tabular or crosstab data from a report dataset. Table and Matrix are templates of a Tablix data region and provide a starting grid layout for data from a report dataset.  Chart. Use to graphically display data from a report dataset. You can also nest a chart inside a Tablix data region.  Map. Use to present data against a geographical background. Reports can use spatial data that defines the map from built-in maps, SQL Server databases, Environmental Systems Research Institute, Inc. (ESRI) shape files, or Microsoft Virtual Earth Tiles.  Gauge. Use to present a visual image for a single value within a range of values.  List. Use to create a free-form layout like forms on a Web page. A List is a template of a Tablix data region and provides a starting layout for data from a report dataset.  Image. Use to add existing images to a report.  Subreport. Use as a placeholder another report. A subreport must be designed separately and published to the report server to be included in a parent report.  Line, Rectangle. Use lines and rectangles as graphical elements. A rectangle can also be used as a container for other report items. Use a rectangle to help control how report items like data regions appear on a report page when the report is rendered. A typical report uses Tablix data regions. You drag fields from the Report Data pane and drop them on a Tablix cell for a data region, or to the Grouping pane to define groups for the selected data region. Working with Specific Types of Report Items Working with Parameters (Single Valued and Multiple Valued Parameters  The primary purpose of report parameters is to filter data at the data source, and retrieve just what is needed for the purpose of the report.  For report parameters, find a balance between enabling interactivity and helping a user get the results they want. For example, you can set default values for a parameter to values that you know are popular. Disadvantages in using Multiple Valued Parameters are  Does not accept NULL values.
  • 13. SQL Server Reporting Services QBurst Technologies  Should be evaluated as string.  Affects performance.  Cannot be used in filters.  Requires string manipulation logic in stored procedures. Working with Text  When you paste multiline into a text box, the text is added as one text run. Each text run can only be formatted as a unit. To format each line independently, insert a new line by pressing RETURN in the text run as needed. You can then apply formatting and styles to each independent line of text in the text box.  You can set format properties and actions on a text box or on placeholder text in the text box. If there is only one line of text, it is more efficient to set properties on the text box than on the text. Working with Expressions  Understand simple and complex expression formats. You can type simple expression format directly into text boxes, properties in the Property pane, or in locations in dialog boxes that accept an expression. For more information, see Expressions (Report Builder 3.0 and SSRS).  When you create an expression, it helps to create each part independently and verify its value. You can then combine all the parts into a final expression. A useful technique is to add a text box in a matrix cell, display each part of the expression, and set conditional visibility on the text box. To control the border style and color when the text box is hidden, first place the text box in a rectangle, and then set the border style and color of the rectangle to match the matrix. Working with Indicators  By default, an indicator shows at least three states. After you add an indicator to a report, you can configure it by adding or removing states. For easier viewing by your users, choose an indicator that varies by both color and shape.
  • 14. SQL Server Reporting Services QBurst Technologies Filtering, Grouping, and Sorting Data (Report Builder 3.0 and SSRS) In a report, expressions are used to help control, organize, and sort report data. By default, as you create datasets and design the report layout, properties of report items are set automatically to expressions based on the dataset fields, parameters, and other items that appear in the Report Data pane. You can also add an interactive sort button to a table or matrix cell to enable a user to interactively change the row sort order for groups or rows within groups.  Filter expressions A filter expression tests data for inclusion or exclusion based on a comparison that you specify. Filters are applied to data in a report after the data is retrieved from a data connection. You can add any combination of filters to the following items: a shared dataset definition on the report server; a shared dataset instance or embedded dataset in a report; a data region such as a table or a chart; or a data region group, such as a row group in a table or a category group in a chart.  Group expressions A group expression organizes data based on a dataset field or other value. Group expressions are created automatically as you build the report layout. The report processor evaluates group expressions after filters are applied to the data, and as report data and data regions are combined. You can customize a group expression after it is created.  Sort expressions A sort expression controls the order in which data appears in a data region. Sort expressions are created automatically as you build the report layout. By default, a sort expression for a group is set to the same value as the group expression. You can customize a sort expression after it is created.  Interactive sort To enable a user to sort or reverse the sort order of a column, you can add an interactive sort button to a column header or group header cell in a table or matrix. Previewing or Exporting the Report When you run a report using Preview, the report authoring client processes the report locally and displays the rendered report in HTML. Reporting Services extensions perform much of this work: a data processing
  • 15. SQL Server Reporting Services QBurst Technologies extension is used to retrieve the data based on the type of data source and a rendering extension is used to provide report output based on the selected format. To see the report in other rendering formats, use the Export button on the toolbar. Different extensions can change the way data is processed and the report is rendered. When you publish (also known as deploy) a report to the report server, you must accept or change the default deployment properties. The report server processes and renders the report. Then you view the report using Report Manager by browsing to the report location on the report server, for example, http://localhost/reports/reportname. Pagination Pagination in a report is determined by the page size of the report and any page breaks placed on report items. Rendering extensions that support page size, such as Image and PDF, format the data in the report to fit within each page. Rendering extensions that do not support page size render all data between page breaks on a single page. Some extensions that do not support page size may employ soft page breaks. The HTML rendering extension does this. The position of soft page breaks are determined by the size of the page, but are not as exact as page breaks placed by rendering extensions that support page size. All rendering extensions that support page breaks on items will start a new page after each page break in the report. Designing Reports in Report Designer and Report Builder 3.0 (SSRS) The following table summarizes differences in the two report authoring environments for typically used features. Area Report Builder 3.0 Report Designer Description Report Builder is a report authoring environment for business users who prefer to work in the Microsoft Office environment. You work with one report at a time. You can modify a published report directly from a report server. You can quickly build a report by adding items from the Report Part Gallery provided by report designers from your Report Designer in Business Intelligence Development Studio is a report authoring environment that is hosted in Microsoft Visual Studio. Use Report Designer project and solution files to organize and maintain a master copy of report definitions, report parts, shared data sources, shared datasets, and resource files such as images and ESRI
  • 16. SQL Server Reporting Services QBurst Technologies organization. shapefiles for maps. Getting Data Navigate to a report server, and add a reference to a shared data source or shared dataset on the report server. Create shared datasets in Shared Dataset View, and save them to the report server. For an embedded (local) dataset, write a query or build a query by using the relational query designer. You can retrieve data from any built-in data source type locally or any report server data source type from the report server. Custom data sources on the client are not supported. To preview a report, credentials must be valid on the client to run dataset queries and on the server to preview a report. Publish a shared data source or shared dataset to a report server. To preview a report, define credentials that work with the local computer. After you publish a shared data source, you might need to modify the credentials to work from the report server. From project properties, you can control whether to publish shared data sources and shared datasets. Use configuration properties to create multiple sets of project properties for production or debug modes. Add a custom data extension and install it locally and on the report server. Tables, Matrices, and Lists Use the Tablix Wizard to add a table, matrix, or list to a report. Manually add a table, matrix, or list to a report from the toolbox or from the right-click menu. Report Parts Select from a list report parts on the report server. Publish items in a report as report parts. Mark items as report parts. Publish them when you deploy the project. Charts, Sparklines, and Data Bars Use the Chart Wizard to add chart to a report. Manually add a chart to a report from the toolbox or from the right-click menu. Maps Publish ESRI shapefiles to the report server first, and then add a reference to an ESRI file from your report. Include ESRI shapefiles as resources in your project and publish them to the report server. Images, Text Boxes, Rectangles, and Publish image files to the report server first, and then add a reference to the image from your report. Include images as resources in your project and publish them to the report server.
  • 17. SQL Server Reporting Services QBurst Technologies Lines Formatting Report Items Use tabs and groups on the Ribbon to format items on the design surface. Use Visual Studio toolbars to format items on the design surface. Filtering, Grouping, and Sorting In Report Design mode, create groups by using the Table/Matrix and Chart wizard. By default, sort expressions are set to group expressions. In Shared Dataset mode, set dataset filter options, and then save the shared dataset to the report server or SharePoint site. Manually create groups by dragging fields from the Report Data pane to the Table and Matrix row group and column group panes or to the Chart category and series panes. By default, sort expressions are set to group expressions. In Solution Explorer, in the Shared Datasets folder, set dataset filters, and save them in the project. When you deploy the project, the shared datasets are saved to the report server or SharePoint site. Drillthrough, Drilldown, Subreports, and Nested Data Regions Drillthrough and subreports are supported only in server mode. Not supported in local mode. Add an expand/collapse action to an item by using the Table or Matrix Wizard. In local mode, add references to reports in the project for drillthrough targets or subreports. The Table or Matrix Wizard is not available. Manually add an expand/collapse action to an item on the Text Box Properties dialog box or the Group Dialog box from a group displayed in the Grouping pane. Expressions Use default expressions to display, group, and sort data in the report. You can write expressions in Microsoft Visual Basic, but there are fewer options for debugging than in Report Designer. Write expressions in Visual Basic. The expression editor provides IntelliSense syntax support. Use the Output window to view warnings and compile-time error messages. Add references to .NET Framework assemblies or to custom assemblies that contain your custom code.
  • 18. SQL Server Reporting Services QBurst Technologies What's New in SQL Server 2008 R2 The following Reporting Services features are new in SQL Server 2008 R2.  SharePoint Integration  Collaboration and Reuse  Data Sources  Data Visualization  Report Layout and Processing  Aggregates, Expressions, and Functions  Report Authoring Tools  Cache Refresh Plans  Report Manager Enhancements  Business Intelligence Development Studio  New Web Service Endpoint  New Report Definition Language Schema SharePoint Integration Reporting Services with SharePoint integration has several new features. These include support for multiple SharePoint Zones, support for the SharePoint Universal Logging service, a new data extension, a query designer for SharePoint Lists as a data source, and support for right-to-left text with Arabic and Hebrew in the SharePoint user interface. The SharePoint List data extension supports getting data from the SharePoint technologies: SharePoint lists for SharePoint Foundation 2010, SharePoint Server 2010, Windows SharePoint Services 3.0, and Office SharePoint Server 2007. Collaboration and Reuse Reporting Services provides new features that enable and enhance collaboration and reuse within the reporting environment. Report Parts Report parts are report items that you store on a report server, or on a SharePoint site that is integrated with a report server. You can reuse report parts in multiple reports, and you can update them on the server.
  • 19. SQL Server Reporting Services QBurst Technologies The report part that you add to your report maintains a relationship to the instance of the report part on the site or server by means of a unique ID. Report parts let work groups utilize the different strengths and roles of their team members. For example, one person can create charts and save them as report parts that others can reuse in their reports. Shared Datasets Shared datasets are a new type of report server item that can retrieve data from shared data sources that connect to external data sources. A shared dataset provides a way to share a query to help provide a consistent set of data for multiple reports. The dataset query can include dataset parameters. You can configure a shared dataset to cache query results for specific parameter combinations on first use or by specifying a schedule. You can use shared dataset caching in combination with report caching and report data feeds to help manage access to a data source. Like report parts, a shared dataset that is added to a report maintains a relationship to the definition of the dataset on the report server. Unlike report parts, when the definition is changed, you do not have to accept updates. All reports that have the relationship always use the shared dataset definition on the report server. Data Sources Reporting Services supports three new data sources types: Microsoft SQL Azure, Microsoft SQL Server Parallel Data Warehouse, and Microsoft SharePoint List.  The Microsoft SQL Azure data source type connects to SQL Server databases in the cloud and enable reports to retrieve and render report data from SQL Azure databases.  The Microsoft SQL Server Parallel Data Warehouse data source type connects to a Microsoft SQL Server Parallel Data Warehouse and enable reports to retrieve and render report data from SQL Server databases.  SQL Server Parallel Data Warehouse Connection Type (SSRS) -Microsoft SQL Server 2008 R2 Parallel Data Warehouse is a scalable data warehouse appliance that delivers performance and scalability through massively parallel processing. SQL Server PDW uses SQL Server 2008 R2 databases for distributed processing and data storage. The appliance partitions large database tables across multiple physical nodes, with each node running its own instance of SQL Server 2008 R2. When a report connects to SQL Server PDW to
  • 20. SQL Server Reporting Services QBurst Technologies retrieve report data, it connects to the control node, which manages query processing, in the SQL Server PDW appliance. After the connection is made, there are no differences between working with an instance of SQL Server that is and is not within a SQL Server PDW environment. To include data from SQL Server PDW in your report, you must have a dataset that is based on a report data source of type Microsoft SQL Server Parallel Data Warehouse. This built-in data source type is based on the Microsoft SQL Server Parallel Data Warehouse data extension. Use this data source type to connect to and retrieve data from SQL Server PDW. This data extension supports multivalued parameters, server aggregates, and credentials managed separately from the connection string.  Microsoft SharePoint List data source type connects to a SharePoint site and enables reports to retrieve and render report data from SharePoint lists. Data Visualization Reporting Services provided three new ways to visualize data in reports: maps, sparklines and data bars, and indicators. Maps Report Designer provides a Map Wizard and Map Layer Wizard to add maps and map layers to your report to help visualize data against a geographic background. A map layer displays map elements based on spatial data from a map in the Map Gallery, from a SQL Server query that returns SQL Server spatial data, or from an Environmental Systems Research Institute, Inc. (ESRI) shapefile. Map elements can be polygons that represent areas, lines that represent paths or routes, or points that represent locations such as stores or cities. You can also add a display background based on Microsoft Bing Maps tiles. After you relate map elements with report data, you can specify rules for the map elements on each layer to control color, size, width, or marker type. For example, you can add a bubble map that varies bubble size for store locations based on sales or a color analytical map that displays customer demographics for geographic regions. You can add labels, legends, titles, a color scale, and a distance scale to help your users interpret the map display. You can add interactive features such as tooltips and drillthrough links, or provide parameters that enable a user to interactively control the visibility of each layer.
  • 21. SQL Server Reporting Services QBurst Technologies In a map report, you can use the map wizard to configure an existing map layer. You can change the type of map, the data visualization rules, and change match field that specifies the relationship between spatial data and analytical data. The Specify the match fields for spatial and analytical data wizard page displays data from both the spatial data source and the analytical data source to help you choose the field on which to match. Sparklines and Data Bars Sparklines and data bars are simple charts that convey a lot of information in a little space, often inline with text. Sparklines and data bars are often used in tables and matrices. Their impact comes from viewing many of them together and being able to quickly compare them, instead of viewing them singly. This makes it easy to see the outliers. Each sparkline often represents multiple data points over time. Data bars can represent multiple data points, but typically illustrate only one. Each sparkline typically presents a single series. You cannot add a sparkline to a detail group in a table. Because sparklines display aggregated data, they must go in a cell that is associated with a group. Sparklines and data bars have the same basic chart elements of categories, series, and values, but they have no legend, axis lines, labels, or tick marks. Indicators Indicators are minimal gauges that convey the state of a single data value at a glance. The icons that represent indicators and their states are visually effective, even when they are used in small sizes. Indicators can be used by themselves in dashboards or free-form reports, but they are most commonly used in tables or matrices to visualize data in rows or columns. Indicators can show trends by using directional images such as arrows; ratings by using incremental icons such as stars; and states by using images such as traffic lights or check marks. Indicators are available in Report Builder 3.0 and Report Designer. Report Layout and Rendering Reporting Services provides new features that help you create reports that render the way you want and are useful in different ways such as the source of data feeds and exported to Microsoft Excel. Naming Excel Worksheet Tabs Properties of reports and page breaks let you generate the names of worksheet tabs when you export reports to Excel. You can provide an initial page name of a report that can be exported as the default
  • 22. SQL Server Reporting Services QBurst Technologies name of worksheet tabs, or use page breaks and page names to provide different names for each worksheet tab. Rendering Reports to Data Feeds The Reporting Services Atom rendering extension renders reports data to an Atom service document, which lists the data feeds and the data feeds, which contains the report data. You use this extension to generate Atom-compliant data feeds that are readable and exchangeable with applications that can consume data feeds generated from reports. For example the PowerPivot client can consume data feeds that are generated from Atom-compliant data feeds. Using report data as data feeds gives you an additional way to provide data to applications when the data is not easily accessible through client data providers, or you prefer to hide the complexity of the data source and make it simpler to use the data. You can export report data to an Atom service document and data feeds from Report Manager or a SharePoint site that is integrated with Reporting Services. Report Pagination Page breaks on tablix data regions (table, matrix, and list), groups, and rectangles give you better control of report pagination. Report pages, delimited by page breaks, can have different page names and reset page numbering. By using expressions, the page names and page numbers can be dynamically updated when the report is run. You can also disable page breaks entirely, or based on expression values. Rotating Text 270 Degrees Text boxes can now be rotated 270 degrees. Standalone text boxes in a report header or footer, the report body, or text boxes in the cells of tables and matrices can display text written vertically and bottom to top. This rotation helps you create more readable reports, fit more columns on a printed report with fixed page size, and create reports with more graphical appeal. Aggregates, Expressions, and Functions
  • 23. SQL Server Reporting Services QBurst Technologies Calculating Aggregates of Aggregates You can create expressions that calculate an aggregate of an aggregate. For example, in a cell in the row group header that is associated with a group based on year, you can calculate the average monthly sales for year by using the expression =Avg(Sum(Fields!Sales.Value,"Month"),"Year"). By using this feature for charts and gauges that are nested in a table, you can align horizontal and vertical axes for charts and scales for gauges. You do this by calculating the maximum and minimum of aggregated values so the nested items use the same ranges. Enhanced Support for Expressions New globals and a new property for report variables are introduced in this release. The following additional items have been added to the built-in globals collection.  OverallPageNumber and OverallTotalPages Support for page numbering for the entire rendered report. New properties that are related to page breaks control how the page numbering occurs over page breaks that are set on report items.  PageName Support for naming pages.  RenderFormat Support for information that is specified for the renderer. Report variables now have a read-only property that is set by default. Advanced expression writers can clear this option to preserve the value of a report variable throughout a report session. This is the equivalent of setting the Writable property for a report variable in RDL. Report variables are still calculated once, and then recalculated every time the report is reprocessed. This property provides a way to persist data across report rendering, page changes, and some types of user interaction. The value of the variable is set when the report is reprocessed, but is maintained in the current session. In custom code, you can specify the variable value by using the SetValue function. Lookup Functions Expressions in data regions can now include references to Lookup Function (Report Builder 3.0 and SSRS), LookupSet Function (Report Builder 3.0 and SSRS), and Multilookup Function (Report Builder 3.0 and SSRS). These lookup functions can retrieve values from a dataset that has name/value pairs and that is not bound to the data region. Report Authoring Tools
  • 24. SQL Server Reporting Services QBurst Technologies Report Builder and Report Designer includes a number of new and enhanced features. Creating Queries The updated graphical query designer used to create queries that retrieve report data from Microsoft SQL Server, Microsoft SQL Azure, and Microsoft SQL Server Parallel Data Warehouse databases provides a user interface to create custom relationships between related and unrelated tables. The query designer also makes it easy to include aggregates and grouping that summarize data in queries. The new graphical query designer for the Microsoft SharePoint List data source type makes it easy to create queries that retrieve report data from SharePoint lists. The query designer lists the fields in each SharePoint list item on a SharePoint site for you to include in the query and enable you to define filters to apply to limit the data that the query returns. Previewing Reports in Report Builder 3.0 Report Builder 3.0 provides a better preview experience. The introduction of edit sessions enables the reuse of cached datasets when previewing reports. This means that reports render more quickly when using the cached datasets. Edit sessions are bound to a report, which makes it possible to use relative references and subreport references in reports. Making It Easier to Design and Edit Reports The run-time credentials, specified in the data source properties of a report, might not work for design time tasks such as creating queries and previewing reports. Report Builder 3.0 provides a user interface for changing credentials when it is unable to connect to the data source. Cache Refresh Plans Cache refresh plans let you cache reports or shared dataset query results on first use or from a schedule. You can schedule the cache by using an item-specific schedule or a shared schedule. By creating cache refresh plans for commonly used parameter combinations, you can help improve data retrieval and report viewing response times. In previous releases, scheduled caching was achieved by using the NULL delivery provider. By using cache refresh plans, you can manage and schedule report caching separately from report subscriptions. Report Manager Enhancements
  • 25. SQL Server Reporting Services QBurst Technologies Report Manager has been updated in this release to provide a better user experience, and an improved look and feel. The most dramatic change for Report Manager is the updated color scheme and layout, which provides easier navigation to manage report properties and report server items. You can use a new drop-down menu on each report or report server item in a folder to access the various configuration options for the report or item you choose. The tool maintains the familiar text and same management tasks, but offers an improved user experience by:  Improving the workflow for viewing and managing reports and report server items by using a new drop-down menu to access various configuration options for each report or report server item in a folder.  Eliminating the need to render a report before accessing and configuring report properties when in default view.  Allowing more room for Report Viewer when rendering reports.  An updated Report Viewer toolbar, which includes some updates to the toolbar controls, as well as the ability to export report data to an Atom service document and data feeds. Business Intelligence Development Studio Business Intelligence Development Studio supports working with both SQL Server 2008 and SQL Server 2008 R2 reports, and with Report Server projects in the SQL Server 2008 R2 version of Business Intelligence Development Studio. You can open, save, preview, and deploy either version of reports or Report Server projects. You set Report Server project properties to specify the version of the report server to deploy reports to and how to handle warnings and errors which might occur when up either upgrade a report from SQL Server 2008 to SQL Server 2008 R2, or revert a report from SQL Server 2008 R2 to SQL Server 2008. New Web Service Endpoint The report server includes a new management endpoint named ReportingService2010. This endpoint merges the functionalities of both the ReportingService2005 and ReportingService2006 endpoints, and can support management operations of the report server in both native mode and SharePoint integrated mode. It also includes new features that are introduced in SQL Server 2008 R2, such as shared datasets and cache refresh.
  • 26. SQL Server Reporting Services QBurst Technologies New Report Definition Language Schema The Report Definition Language schema includes a new <ReportSections> element and elements that define the map report item. In this release, only reports that have one report section can be opened in Report Builder 3.0 or Report Designer in Business Intelligence Development Studio.
  • 27. SQL Server Reporting Services QBurst Technologies Configure Report Server Start->Programs->SQL Server 2008 R2Configuration Tools-> Reporting Services Configuration Manager Screen shots:
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  • 37. SQL Server Reporting Services QBurst Technologies Creating a sample report in Report Builder 3.0 Screen shots
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  • 47. SQL Server Reporting Services QBurst Technologies Report Creation Using BIDS Screen Shots
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