SSRS TUTORIAL 2008 STEP BY STEP PDF
Katie & Emil >BI Tutorials >SSRS > SSRS Tutorial SSRS Tutorial Welcome to our SSRS Tutorial. On this page we will show you how to create reports in SSRS. Configuring SharePoint for Reporting Services Integration. . Creating a Report Server Project. Microsoft Reporting Services is the component of Microsoft SQL Server that online reports into a single report for the purpose of producing a PDF .. Integrated mode: Type http:///sites/ssrs, replacing. Topic: SSRS Tutorial. SQL Server Reporting Services (SSRS) is a reporting tool developed by Microsoft that allows us to create, deploy and manage student.
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Create a Data-Driven Subscription (SSRS Tutorial). (SSRS Tutorial). Follow the steps in this tutorial to learn how to create your first report. . database. This SSRS tutorial teaches you how to use Reporting Services to produce your own reports. To create a simple report using the Report Wizard, follow these steps: .. PDF, Creates an Adobe Acrobat file with the formatted report. Welcome to our SSRS Tutorial for beginners. Most of our content is developed using SSRS and most of it should be the same in R2.
In SSIS Designer, do the following: To set breakpoints in the package object, click the Control Flow tab, place the cursor anywhere on the background of the design surface, right-click, and then click Edit Breakpoints. To set breakpoints in a package control flow, click the Control Flow tab, right-click a task, a For Loop container, a Foreach Loop container, or a Sequence container, and then click Edit Breakpoints. To set breakpoints in an event handler, click the Event Handler tab, right-click a task, a For Loop container, a Foreach Loop container, or a Sequence container, and then click Edit Breakpoints.
In the Set Breakpoints dialog box, select the breakpoints to enable.
Optionally, modify the hit count type and the hit count number for each breakpoint. To save the package, click Save Selected Items on the File menu.
Question 12 : We get the files in our Source Folder all day long. Each file is appended copy of previous file. Answer : Its simple create 2 variables, folderpath and filename. Now in script task, create a loop and find out the latest file.
Now you can read the latest file in the script task itself and insert the data into the table. Processing mode has two possible options — Regular and Lazy Aggregations. Regular — Default. When set to regular, partitions will be available to users after data has been loaded and aggregations are created completely.
Lazy Aggregations — When set to lazy aggregations, partitions will be available to user queries immediately after data has been loaded. Aggregations will be created as a separate background process while users start to query the partition.
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. You can use table-valued functions to design custom data sources. 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 reporting is supported through report models and report templates using a ClickOnce application called Report Builder 1. Model-based ad hoc reports provide infinite click through functionality so users can explore the data that is available to them.
Automating Reports with SSRS Subscriptions
Use parameters to filter data for customized views. You can choose Web-oriented, page-oriented, and desktop application formats. A custom control requires a custom report processing extension. You can add scripted expressions in Microsoft Visual Basic.
Reporting Services includes the following core components: 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.
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. This allows reports to be embedded directly into web pages or.
NET Windows applications.
The ReportViewer control processes reports in one of two ways: What is RDL? 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.
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 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: By creating a series of report snapshots, you can build a history of a report that shows how data changes over time. 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. 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. 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. 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.
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: 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. We can also kick off the wizard from within an existing project by right-clicking the Reports folder in Solution Explorer and selecting Add New Report.
The first dialog of note is Select the Data Source.
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Since this is our first data source, our only option is to create a new one. Embedded versus Shared Data Sources For the sake of this example, we will just create a new, embedded data source, which will be available only to the report in which it is embedded. However, a shared database source is available to all reports within a project, and once deployed, to any deployed report, from any project.
If an existing shared data source exists, we should use it, and we have the option on this screen to make the current data source a shared data source.
Select the New data source radio button and give the data source a name, usually referring to the database name, so in this case ReportingDemo. Figure 9 Click the Edit button to bring up the Connection Properties dialog. The default option is to log on using Windows Authentication. If you are using SQL Server Authentication, choose that setting, and enter the username and password. Finally, select ReportingDemo and make sure you test the connection before you click OK.
Figure 10 Next up is the Design the Query screen. On the Select the Report Type dialog, we can choose between a tabular or matrix report.
A tabular report is a traditional grid with column headings and rows of data, and it might contain grouping sections at the row level. A matrix report is like a pivot table.
It can have column headings that expand across the top of the report. It can have grouping sections at the row and column levels. This brings up the Design the Table screen, where we specify what customer data we wish to include in our report, and how we wish to group it. Essentially, we need to specify how we will use each field column in the report. We might display some fields at the top of each page, use others for grouping, and others will form the detail level of the report.
In this case, we simply want to group the customer data by state, so select State in the Available fields box and click the Group button. If you group by more than one field, then make sure the fields are ordered use the Up and Down arrows to reflect the grouping level hierarchy you wish to see in the report.
For example, State would be higher than City. Add the other fields to the Details box. After some experimentation, I found that the Stepped report had a row dedicated to the group label and that row was formatted with a background color. The Block report shows the group label on the first row of the detail and no special background. With the Block report, we do not have the option for drilldowns.
Select the Stepped option and check the Enable Drilldown checkbox, which will allow us to collapse and expand the data by state the grouping column On the next screen, choose a style for your report I chose Ocean. The Choose the Deployment Location screen allows us to specify the Report Server to which we wish to deploy the reports in the project.
For now, we will be working within SSDT-BI and not deploying the reports to the server, so we can just accept the defaults. When we are ready to deploy the reports, we can revisit these settings by right-clicking the project name and selecting Properties.
Figure 12 This brings up the final screen, Completing the Wizard, which simply summarizes our chosen report options, and lets us name the report and preview it. Name the report ReportWZ and click Finish to end the wizard. Figure 13 After the wizard completes, we will see the report in the Design tab of the standard Report Designer. Figure 14 Click on the Preview tab to view the report. If the report takes parameters, the Preview tab will ask us to fill them out before it runs the report.
Manual report creation Whilst the FirstReportWZ report is simplistic, it does demonstrate how quickly we can generate reports using the Wizard, which is often useful for prototyping. In this section, we are going to create another simple, but more realistic, report from scratch. It will demonstrate how to create and use a shared data source object, stored procedures, and how to format the report, set report properties and use report parameters.
Create a shared data source A shared data source is a data source that is common to, and can be used by, all of the reports in the project. Once the shared data source is published to the report server, any published reports can use it. In the previous section, we created a ReportingDemo data source that is embedded in the ReportWZ report, and so is available only to that report.
However, generally, it is a bad practice to use embedded data sources. It is much better to define a single shared data source that all reports that need the ReportingDemo database can use. If we embed the connection information in the report, we will have to change the data source properties each time we publish the report to Development, Test or Production.
If we use a shared data source, the data source will be configured appropriately on each of three sites. We can configure a data source on each site with the same name but pointing to the appropriate servers.
We can simply publish the reports to each site, and the reports will automatically use the connection information associated with that environment. To add a new shared data source to the project, right-click on the Shared Data Sources folder and select Add New Data Source and then simply create a ReportingDemo data source exactly as described in the previous section.
We have to define it as a shared data source upon creation. When creating a new report manually, we must always follow this sequence of steps before we can begin to add data-connected objects: Add the report Create a data source in the report, preferably pointing to a shared data source Create a dataset that points to the data source and contains your query First we add the report to the project.
Select Report, name it FirstReportMan. The new report will open up in Report Designer tool, at the Design tab. Second, we define the database for the FirstReportMan report. On the left, you will see the Report Data window, used to manage the data sources, datasets and parameters of our report. At the top of the Report Data window, choose New Data Source… from the dropdown list, which will open the Data Source Properties window, where we can either create a new embedded data source or point to a shared data source.Visibility Others can see my Clipboard.
Click New Subscription. For reports with large amounts of data, consider Drillthrough reports instead. It can have column headings that expand across the top of the report. This endpoint merges the functionalities of both the ReportingService and ReportingService endpoints, and can support management operations of the report server in both native mode and SharePoint integrated mode.
Figure 3 On the next screen, select the Database page on the left menu and click Change Database.