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C-Project Report-SSRS

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  • 1. SetFocus Business Intelligence –Master Program SQL Server Reporting Service (SSRS), Microsoft Performance Point Server (PPS), Microsoft Office SharePoint Server (MOSS) and Excel Services PORJECT DOCUMENTATION ON AllWorks, Inc. – a Ficticious Construction Company Submitted By Yubaraj Khanal (JULY, 2009) 0
  • 2. Table of Contents 1. Introduction: ....................................................................................................................................... 2 2. Project Requirements: ........................................................................................................................ 2 3. Project Tasks: ...................................................................................................................................... 2 3.1. Creating the SharePoint Site collection............................................................................................... 2 3.2. Creating the Performance Point Server Dashboard............................................................................ 3 3.3. Creating the SSRS Reports................................................................................................................... 6 3.4. Creating Excel Document .................................................................................................................. 13 SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 1
  • 3. 1. Introduction: The project is for a fictitious construction company called AllWorks. The basic requirement of the project is to design and create different types of reports from the source database AllWorks. 2. Project Requirements: There are four phases/ deliverables to the SSRS Project:  Create the SharePoint site Collection.  Create the Performance Point Server Dashboard  Create the SSRS reports  Create the Excel Documents 3. Project Tasks: 3.1. Creating the SharePoint Site collection 3.1.1.Inside the homepage of the main site(http://sfmpbisql), a new site named 2009b2yrk was created. 3.1.2.Under the new site (http://sfmpbisql/2009b2yrk), following document libraries are created.  Excel Documents (As a document library)  Generated Reports (As a document library)  PPS Dashboard (As a report library)  SSRS Reports (As a report library)  Data Sources SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 2
  • 4. 3.2. Creating the Performance Point Server Dashboard In Performance point Server, a dashboard named 2009B2YRKDashboard was created. There are five pages under this dashboard: Scorecard, Material, Overhead, Labor and Employee Labor Analysis. 3.2.1. ScoreCard Scorecard page contains two scorecards Overhead Scorecard and client and construction job financial. Both score cards use Quarter Filter. 3.2.2. Material This page contains a client filter and a material purchase report created in performance point server report design. SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 3
  • 5. 3.2.3. Overhead This page contains Overhead description filter and a Overhead Analytical chart report. SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 4
  • 6. 3.2.4. Labor This page contains Labor Quarter Filter and two reports: Top10 labor jobs and Top5 Workers. Top 10 Labor Jobs MDX To 5 Workers MDx SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 5
  • 7. 3.2.5. Employee Labor Analysis This page contains Select Employee Filter and a percent of quarterly labor dollars Analytic Chart Report. 3.2.6.This dashboard 2009B2YRKAllWorks with five pages has been deployed to the SharePoint site. 3.3. Creating the SSRS Reports Two SSRS Reports: Overhead Category and Employee Jobs are created. For both reports, a common shared data source dsAllWorks.rdl was used. 3.3.1. OverHead Category Report This report uses one parameter FY Qtr. Report Shows current Quarter overhead, Previous Quarter Overhead and overhead change in percentage. Three data sources are created: dsOverHead, dsPreviousQtr and dsFyQtr(For Parameter). SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 6
  • 8. MDX used for DataSource dsPreviousQtr WITH MEMBER [Measures].[ParameterCaption] AS '[Project Overhead View].[FY Qtr].CURRENTMEMBER.MEMBER_CAPTION' MEMBER [Measures].[ParameterValue] AS '[Project Overhead View].[FY Qtr].CURRENTMEMBER.UNIQUENAME' MEMBER [Measures].[ParameterLevel] AS '[Project Overhead View].[FY Qtr].CURRENTMEMBER.LEVEL.ORDINAL' SELECT {[Measures].[ParameterCaption], [Measures].[ParameterValue], [Measures].[ParameterLevel]} ON COLUMNS , [Project Overhead View].[FY Qtr].children ON ROWS FROM (select STRTomember(@ProjectOverheadViewFYQtr).prevmember on columns from [Project Overhead Cube]) dsOverhead WITH MEMBER [Measures].[PrevOverhead] AS -- Finding Previous Quarter Overhead ( [Measures].[Weekly Over Head] ,[Project Overhead View].[FY Qtr].PrevMember ) , Format_String='Currency'--Formating Output with Currency MEMBER [Measures].[CurrentOverhead] AS -- Finding Current Quarter Overhead ( [Measures].[Weekly Over Head] ,[Project Overhead View].[FY Qtr].CurrentMember ) , Format_String='Currency'--Formating Output with Currency MEMBER [Measures].[PctofChange] AS --Finding Percentage Change IIF -- Checking Current Quarter Overhead, IF 0, than output percentage will be 0 percent, else calculate percent (Divide by 0) ( [Measures].[CurrentOverhead] <> 0 , IIF-- Checking previous Quarter overhead, IF, 0, Than output percentange will be 100 percent ( [Measures].[PrevOverhead]<>0 , ([Measures].[CurrentOverhead] - [Measures].[PrevOverhead]) / [Measures].[PrevOverhead] ,1 ) SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 7
  • 9. ,0 ) ,Format_String = 'Percent' --Formating output by percent SELECT { [Measures].[PrevOverhead] ,[Measures].[CurrentOverhead] ,[Measures].[PctofChange] } ON COLUMNS , Filter([Overhead].[Description].Children, ( [Measures].[PrevOverhead]<>NULL or [Measures].[CurrentOverhead]<>null )) on Rows FROM [Project Overhead Cube] WHERE STRTOSET(@ProjectOverheadViewFYQtr, CONSTRAINED) dsFyQtr WITH MEMBER [Measures].[ParameterCaption] AS '[Project Overhead View].[FY Qtr].CURRENTMEMBER.MEMBER_CAPTION' MEMBER [Measures].[ParameterValue] AS '[Project Overhead View].[FY Qtr].CURRENTMEMBER.UNIQUENAME' MEMBER [Measures].[ParameterLevel] AS '[Project Overhead View].[FY Qtr].CURRENTMEMBER.LEVEL.ORDINAL' SELECT {[Measures].[ParameterCaption], [Measures].[ParameterValue], [Measures].[ParameterLevel]} ON COLUMNS , [Project Overhead View].[FY Qtr].children ON ROWS FROM [Project Overhead Cube] Report Layout SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 8
  • 10. 3.3.1.1. Report was deployed to the SharePoint site. 3.3.1.2. In SharePoint, a shared schedule named 2009B2YRKAllWorks was created. 3.3.1.3. A subscription for the deployed overhead was created and linked with the schedule 2009b2yrk. SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 9
  • 11. 3.3.1.4. Now, report runs daily at 8:00 Am 3.3.2. Employee Jobs Report There are three parameters in this report: Employee Full Name, Weekend Start Date and Weekend End date. There are four datasets Employee full Name, Employee Jobs, Weekend Start Data and Weekend End date. SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 10
  • 12. dsEmployeeFullName WITH MEMBER [Measures].[ParameterCaption] AS '[Employees].[Full Name].CURRENTMEMBER.MEMBER_CAPTION' MEMBER [Measures].[ParameterValue] AS '[Employees].[Full Name].CURRENTMEMBER.UNIQUENAME' MEMBER [Measures].[ParameterLevel] AS '[Employees].[Full Name].CURRENTMEMBER.LEVEL.ORDINAL' SELECT {[Measures].[ParameterCaption], [Measures].[ParameterValue], [Measures].[ParameterLevel]} ON COLUMNS , [Employees].[Full Name].ALLMEMBERS ON ROWS FROM [Project Labor Cube] dsEmployeeJobs SELECT NON EMPTY { [Measures].[Total Labor], [Measures].[Hoursworked] } ON COLUMNS, NON EMPTY { ([Employees].[Employees].[Employees].ALLMEMBERS * [Employees].[Full Name].[Full Name].ALLMEMBERS * [Project Labor View].[Week End Date].[Week End Date].ALLMEMBERS * [Job Master].[Description].[Description].ALLMEMBERS ) } DIMENSION PROPERTIES MEMBER_CAPTION, MEMBER_UNIQUE_NAME ON ROWS FROM ( SELECT ( STRTOMEMBER(@FromProjectLaborViewWeekEndDate, CONSTRAINED) : STRTOMEMBER(@ToProjectLaborViewWeekEndDate, CONSTRAINED) ) ON COLUMNS FROM ( SELECT ( STRTOSET(@EmployeesFullName, CONSTRAINED) ) ON COLUMNS FROM [Project Labor Cube])) CELL PROPERTIES VALUE, BACK_COLOR, FORE_COLOR, FORMATTED_VALUE, FORMAT_STRING, FONT_NAME, FONT_SIZE, FONT_FLAGS dsWeekendStartdate WITH MEMBER [Measures].[ParameterCaption] AS 'mid([Project Labor View].[Week End Date].CURRENTMEMBER.MEMBER_CAPTION,6,5) +"-"+ mid([Project Labor View].[Week End Date].CURRENTMEMBER.MEMBER_CAPTION,0,4)' MEMBER [Measures].[ParameterValue] AS '[Project Labor View].[Week End Date].CURRENTMEMBER.UNIQUENAME' MEMBER [Measures].[ParameterLevel] AS '[Project Labor View].[Week End Date].CURRENTMEMBER.LEVEL.ORDINAL' SELECT {[Measures].[ParameterCaption], [Measures].[ParameterValue], [Measures].[ParameterLevel]} ON COLUMNS , [Project Labor View].[Week End Date].Children ON ROWS FROM ( SELECT [Measures].[Hoursworked] ON COLUMNS, FILTER ([Project Labor View].[Week End Date].CHILDREN, [Measures].[Hoursworked]<>null) ON ROWS FROM [Project Labor Cube] WHERE ( STRTOSET(@EmployeesFullName, CONSTRAINED) )) dsWeekendEnddate WITH MEMBER [Measures].[ParameterCaption] AS 'mid([Project Labor View].[Week End Date].CURRENTMEMBER.MEMBER_CAPTION,6,5) +"-"+ mid([Project Labor View].[Week End Date].CURRENTMEMBER.MEMBER_CAPTION,0,4)' MEMBER [Measures].[ParameterValue] AS '[Project Labor View].[Week End Date].CURRENTMEMBER.UNIQUENAME' SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 11
  • 13. MEMBER [Measures].[ParameterLevel] AS '[Project Labor View].[Week End Date].CURRENTMEMBER.LEVEL.ORDINAL' SELECT {[Measures].[ParameterCaption], [Measures].[ParameterValue], [Measures].[ParameterLevel]} ON COLUMNS , [Project Labor View].[Week End Date].Children ON ROWS FROM ( SELECT [Measures].[Hoursworked] ON COLUMNS, FILTER ([Project Labor View].[Week End Date].CHILDREN, [Measures].[Hoursworked]<>null) ON ROWS FROM [Project Labor Cube] WHERE ( STRTOSET(@EmployeesFullName, CONSTRAINED) )) Report Layout This report was also deployed in SharePoint site. SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 12
  • 14. 3.4. Creating Excel Document 3.4.1.Three different reports Basic Overhead by date, Labor History Chart and Job Profitability Chart are created in excel. 3.4.2.These reports are published in SharePoint site under Excel Documents document Library. 3.4.3.In Performance Point Server, a dashboard named 2009B2YRKExcelDashboard was created. 3.4.4.Three pages Basic Overhead, Labor History Chart and Job Profitability Chart are created in this dashboard. Related filters are also created and linked to the pages. 3.4.5.The dashboard was published in SharePoint site. Basic Overhead by Dates SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 13
  • 15. Labor History Chart Job Profitability Chart SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 14