Data Warehousing (DAY 4) Siwawong W. Project Manager 2010.05.28
Agenda Introduction to SSRS 09:30 – 10:00 09:00 – 09:15 Registration 09:15 – 09:30 Review 3 rd Day class 10:00 – 10:30 SSRS Workshop 10:30 – 10:45 Break & Morning Refreshment 10:45 – 12:00 SSRS Exercise 12:00 – 13:00 Lunch Break 13:00 – 15:00 BI Workshop 15:00 – 15:15 Break 15:15 – 16:00 BI Workshop (Cont’)
3 rd Day Review
SSIS & SSAS Review
BI vs DW
BIDS = Business Intelligence Development Studio
SSIS = MS-SQL Server Integration Services
Import & Export Wizard
SSIS Package & Components
SSAS = MS-SQL Server Analysis Services
CUBE, Dimension, Level
Server 2005 Reporting Services (SSRS)
The Reporting Services Architecture
Using Report Designer
Publishing a Report
Using Report Manager
The Reporting Services Architecture
Report Server is the core engine that drives Reporting Services.
Report Manager is a Web-based administrative interface for Reporting Services.
Report Designer is a developer tool for building complex reports.
Report Builder is a simplified end-user tool for building reports.
The Report Server database stores report definitions. Reports themselves can make use of data from many different data sources.
Using Report Designer
Reporting Services includes two tools for creating reports:
Report Designer can create reports of any complexity that Reporting Services supports, but requires you to understand the structure of your data and to be able to navigate the Visual Studio user interface.
Report Builder provides a simpler user interface for creating ad hoc reports, directed primarily at business users rather than developers. Report Builder requires a developer or administrator to set up a data model before end users can create reports.
Using the Report Wizard
The easiest way to create a report in Report Designer is to use the Report Wizard . Like all wizards, the Report Wizard walks you through the process in step-by-step fashion.
You can make the following choices in the wizard:
The data source to use
The query to use to retrieve data
Whether to use a tabular or matrix layout for the report
How to group the retrieved data
What visual style to use
Where to deploy the finished report
Demo for Using the Report Wizard (1) File New Project.. (2) Select “Report Server Project Wizard” template Click Here
Demo for Using the Report Wizard (3) Identify new Data Source (by following picture) (4) Identify Credentials Check here too
Demo for Using the Report Wizard (5) Design the Query (6) Build a Query Add “Product” table. Select Name, ProductNumber, Color, and ListPrice columns.
Demo for Using the Report Wizard (7) Select Report Type (8) Design report (9) Select ‘Step’ layout
Demo for Using the Report Wizard (10) Select ‘Ocean’ style (11) Accept default deployment (12) Check on Preview & Finish
Demo for Using the Report Wizard (13) Preview Result
Modify a Report Click on “Data” tab. Change to “Descending” Click on “Layout” tab. Adjust header and column’s width Then, view report again (preview)
Publishing a Report (1) Right-Click on Project properties Click on Configuration button Change URL as show in below text Change to Production
Publishing a Report (2) Start Deploy… (3) Check Output result (4) Go to SSMS Connect (5) Login for Reporting Services
Publishing a Report (6) View Reports in SSMS (7) The report will open in your Web browser.
Using Report Manager Report Manager Interface
View allows you to see the current data in the report.
Properties lets you adjust such things as the report’s name, data source, security credentials, caching, and end-user security.
History shows you saved snapshots of the report.
Subscriptions lets you create subscriptions to the report. Subscriptions allow you to set up periodic delivery of reports to end users by e-mail or file share.
Building OLAP Reporting (1) Add new projects in Analysis Solution Crete new Report Project Add new Data Source (2) Add new Data Source as SSAS
Building OLAP Reporting (3) Add new Item Blank Report (4) New Blank Report appear
Building OLAP Reporting (5) Add new Data Set
Building OLAP Reporting (6) Add Columns from Metadata tab (following SSAS example)
Building OLAP Reporting (7) Add Filter as you want Criteria Execute Query (for Preview) (8) Go to Layout View Add Matrix data grid in report
Building OLAP Reporting (9) Drag field to reports as shown picture CalendarYear CalendarQuarter Drag field “ MonthNumberOfYear ” to the right side of the bottom right corner box, where we dropped the “CalendarQuarter” field in the previous step, dropping the field when the white "bracket" figure appears
Building OLAP Reporting (10) Add column as you want and realign field/change caption (11) Preview the report Change filter as you want Click on this button for re-query Display a result on this area
Make it more professional.. (11) Right-Click on Sum(Amount) field Select the properties field (12) Select tab “Format” click on “…” Select “Standard” Option and click on “Currency” (13) Click on Preview to see the result
Make it drill-down… (1) Right-Click on Matrix select properties (2) Click on “Group” tab click on Add button Identify field for Group By (e.g. Quarter) (3) Identify field for Group-By (e.g. Quarter)
Make it drill-down… (4) Right-Click on new field in main report select Properties Change field name to make-sense (5) Add another Group-By (e.g. Quarter) By repeat step1 - 3
Make it drill-down… (6) Click on “Visibility” tab and check option & identify field as below picture (7) Ordering rows for display (e.g. Quarter Month)
Make it drill-down… (8) Preview the Drill-down report
Add sub-total for each Group-By (1) From Layout View right-click on Group-By field select “Sub Total” Add “Subtotal” for both Group-By fields (2) Preview the result
Use Report Builder to create a report from the AdventureWorks data model showing the minimum and maximum order quantity for orders taken by each salesperson in the company. You’ll find the necessary data in the SalesOrderHeader and SalesOrderDetail tables
References/External Links (1) SSIS Tutorial: SQL Server 2005 Reports Services Tutorial http://www.accelebrate.com/sql_training/ssrs_tutorial.htm (2) Mastering OLAP Reporting: Prototype KPIs in Reporting Services By William Pearson http://www.databasejournal.com/features/mssql/article.php/10894_3627351_1/Mastering-OLAP-Reporting--Prototype-KPIs--in-Reporting-Services.htm (3) MSSQL Server Reporting Services: Extending Conditional Formatting: SWITCH and Drilldown Defaults By William Pearson http://www.databasejournal.com/features/mssql/article.php/10894_3527321_1/
Assignment for DW/BI Project AdventureWorks SSIS Track4DW