Advance SSRS Reporting

Aun Ali Baghdadwala

System Analyst – Reporting,

Enform Canada

Agenda

• Introduction - 9:00 to 9:10 am (10 min)

• Presentation Part 1 - 9:10 to 9:30 am (20 min)

• Activity 1 - 9:30 to 10:00 am (30 min)

• Break - 10:00 to 10:30 am (30 min)

• Presentation Part 2 - 10:30 to 11:00 am (30 min)

• Activity 2 - 11:00 to 11:30 am (30 min)

• Questions / Feedback - 11:30 to 11:45 am (15 min)

2

• SSAS, SSIS and SSRS

• Friendly and Intuitive

• SSRS - Report File is Reportname.rdl

MS BI Stack Tool

3

SSRS Features

• Grouping

• Tabular and Matrix

• Interactive Sorting

• Presentation – Framing

• Charts

• Build and Deploy on Web

4

Types of Reporting in IMIS• IQA Reports

• Stand Alone SSRS Reports – Part 1

• IQA and SSRS Reports – Part 2

• Communication Template (attaching SSRS Report)

5

Stand Alone SSRS Reports

Standalone SSRS reports allows more creativity and freedom, but can be reserved for more experienced reporting users

• Designed your own RDL templates outside of iMIS

• Dataset can be renamed

• Datasource name should be “IMIS”

• Multiple Parameter(s) (No Drop downs)

• Displaying reports using the “Report Display”iPart content item in RISE

6

IQA and SSRS Report

Changes to the report can be made directly:

• Complex structure

• No Dropdown Parameter(s)

• Some SQL knowledge is required

• The best practice is to use Business Objects as the data source for reports.

• Require a basic level of SQL knowledge as IQA is the main query source

7

Part 1 - Stand Alone SSRS Reports

• A .rdl file can be attached to a Rise Page using a “Report Display” iPart

• Can take Multiple Parameter(s)

• The Report needs to saved in the “Document System” in RISE

8

Stand Alone SSRS Continued..

9

Stand Alone SSRS Continued..

10

Stand Alone SSRS Continued..

11

Stand Alone SSRS Continued

12

Challenge: How to call/use the parameter(s) from query string in the URL?Report URL:http://my.dev2.enform.ca/iMIS/Members/ID_Card/TAC_Report.aspx &ID=2971891&CARDID=1888337Use the Prompt:

Activity 1

• Make a List of Company’s Active Employees Using Name table, showing Company, ID, Full Name, Designation, Birthdate and Gender

• The Report should be grouped by the Company as Parent Group

• Interactive sorting on the FullName of the Employees

• Gender should be converted into full for e.g. Male and Female

• Make an extra column as “Colour Marking”, background colour for Male as Blue and Female as Pink

• Company ID should be taken as Parameter

• Deploy the report into RISE

• Access the Rise Page from Web and pass the Parameter in the URL

13

Break

14

IQA and SSRS

• The .rdl (SSRS Report) is only used for formatting purpose

• The IQA is the Data driven part in this Type of Reporting

• Limited to fixed naming convention for Datasets and DataSource in the SSRS Report

• Very Complex Architecture (3 Layers) if needs editing in the Report

15

IQA and SSRS Continued..

16

IQA and SSRS Continued..

• 3 Layers – Best Practice is to create 3 separate folders

17

Layer 1 - IQA

• Create an IQA and in the “Report Tab” press “Save Report Definition to Workstation” button

• The file will be .rdl file (which the report file in SSRS Project)

• Open the .rdl file in a Visual Studio Project for editing and formatting

18

Layer 2 – Report Template

19

• Create an Report Template by using a “Reporting Services Template” from New in RISE

• Attach the .RDL file to the Reporting Services Template from SSRS Project after formatting it as per your business requirements

Layer 3 – IQA and SSRS

20

• Create an Report by using a “Reporting Services Report” from New in RISE

• Attach the SSRS Template and IQA to the “Reporting Services Report” in Sources Tab

IQA and SSRS Continued..

21

IQA report from IMIS in the Visual Studio Project

22

After formatting the IQA Report

IQA and SSRS Continued..

23

IQA and SSRS Continued..

• Parameters are based on IQA only and not in SSRS

Displaying of IQA and SSRS Report

• “SSRS Report” iPart is used in RISE Page for Report Display

24

Activity 2

• Create a Student Record showing his Name and all his/her Address.

• You can use CsContact and CsContactAddress BO and link them in the IQA

• Convert the IQA into SSRS Report

• Format the Report in a presentable manner where the Student Name show on the Top and Address in the Detail Row Group

• Display your Company’s Logo (Optional) on the Left corner of the page

• Upload the Report into IMIS – Rise page

• View by using the IMIS login Credential display the report on Web

25

Communication Template (attaching SSRS Report)

• A Stand Alone SSRS Report from the Document System can be send in Communication Template (Email) using Process Automation

• For e.g. an Automated Invoice can be send to a Customer from IMIS using his/her IMIS ID as a parameter in the Report

• A PDF File is delivered to the Customer as attachment

26

Communication Template (attaching SSRS Report)

27

• The email is send in Actions Tab in Process Automation

Question And Answer

28

• Any questions?• For feedback and comments please email me• Email: aunali.Baghdadwala@enform.ca