DAT 407DAT 407Advanced Report Authoring With Advanced Report Authoring With SQL Server Reporting ServicesSQL Server Reporting Services

DAT 407DAT 407Advanced Report Authoring With Advanced Report Authoring With SQL Server Reporting ServicesSQL Server Reporting Services

Brian WelckerBrian WelckerGroup Program ManagerGroup Program ManagerSQL Server Reporting ServicesSQL Server Reporting ServicesMicrosoftMicrosoft

GoalsGoalsGoalsGoals

Demonstrate broad set of report Demonstrate broad set of report design featuresdesign features

Build several reports of Build several reports of increasing complexityincreasing complexity

Discuss key report definition conceptsDiscuss key report definition concepts

Present tips, tricks and workaroundsPresent tips, tricks and workarounds

Creating ReportsCreating ReportsCreating ReportsCreating Reports

Use Report Designer hosted in Use Report Designer hosted in Visual Studio .NETVisual Studio .NET

Start with Report wizard or blank reportStart with Report wizard or blank report

Import from Microsoft Access XP or 2003Import from Microsoft Access XP or 2003Charts and code-behind are not importedCharts and code-behind are not imported

Redesign your top reports to use Reporting Redesign your top reports to use Reporting Services featuresServices features

Use 3rd party tools that target Use 3rd party tools that target Reporting ServicesReporting Services

Proclarity, Panorama, Cizer, MIS AGProclarity, Panorama, Cizer, MIS AG

Full list at: Full list at: http://www.microsoft.com/sql/reportinghttp://www.microsoft.com/sql/reporting

Creating ReportsCreating Reports

Report ItemsReport ItemsReport ItemsReport Items

TextboxTextbox

ImageImage

LineLine

RectangleRectangle

SubreportSubreport

Data Regions (List, Table, Matrix, Chart)Data Regions (List, Table, Matrix, Chart)

Custom Report Items coming in Custom Report Items coming in SQL Server 2005!SQL Server 2005!

$100,000$100,000

Item StylesItem StylesItem StylesItem Styles

All Report ItemsAll Report ItemsBackground ColorBackground ColorBackground ImageBackground ImageBorder ColorBorder ColorBorder StyleBorder StyleBorder WidthBorder WidthPaddingPadding

ChartsChartsBackground Background GradientGradient

TextboxesTextboxesColorColorFont FamilyFont FamilyFont SizeFont SizeFont StyleFont StyleFont WeightFont WeightFormatFormatLine HeightLine HeightText AlignText AlignText DecorationText DecorationVertical AlignVertical Align

ListsListsListsLists

Repeating regions Repeating regions with freeform layoutwith freeform layoutSimilar to “bands” in Similar to “bands” in other report writersother report writers

But multiple lists can But multiple lists can sit side-by-side!sit side-by-side!

Lists inside lists to Lists inside lists to get multiple levels get multiple levels of groupingof groupingUse for complex Use for complex repeating areasrepeating areas

BrianBrian

JasonJason

SteveSteve

$10,000$10,000

$20,000$20,000

$30,000$30,000

TablesTablesTablesTables

Like lists with columnsLike lists with columns

Fixed columns, Fixed columns, repeating rowsrepeating rows

Table cells can Table cells can span columnsspan columns

Multiple table rows Multiple table rows per recordper record

Table cells can contain Table cells can contain any report itemany report item

Faster and smaller than Faster and smaller than listslists

Easier to align itemsEasier to align items

Use for most reportsUse for most reports

$80,000$80,000Grand TotalGrand Total$50,000$50,000EastEastTotalTotal

$30,000$30,000NorthNorthTotalTotal

SalesRegionPerson

$50,000$50,000EastEastSteveSteve

$20,000$20,000NorthNorthDanDan

$10,000$10,000NorthNorthBrianBrian

MatricesMatricesMatricesMatrices

Repeats in row and Repeats in row and column directionscolumn directions

Also known as pivot Also known as pivot table or cross tabtable or cross tab

Arbitrary formatting Arbitrary formatting in headersin headers

Different formatting Different formatting for subtotalsfor subtotals

Matrix cells can contain Matrix cells can contain any report itemany report item

Use when column Use when column headings are records in headings are records in your datayour data

$720$720$760$760$600$600Total

$300 $300 $400 $400 $300 $300 Steve

$300 $300 $250 $250 $200 $200 Jason

$120 $120 $110 $110 $100 $100 Brian

200220022001200120002000SalesSales

ChartsChartsChartsCharts

Data from fields in Data from fields in the data setthe data set

or from expressionsor from expressions

Full set of chart Full set of chart properties and typesproperties and types

Style enhancementsStyle enhancementsin SP1in SP1

Same data functionality Same data functionality as Matrixas Matrix

Expressions and Expressions and InteractivityInteractivity

ExpressionsExpressionsExpressionsExpressions

Most properties take expressionsMost properties take expressionsValues from the data setsValues from the data sets

Values of other items on the reportValues of other items on the report

Values of global properties and user propertiesValues of global properties and user properties

Expressions use Visual Basic .NET syntaxExpressions use Visual Basic .NET syntax

Aggregates: Sum, Avg, Count, Min, First, etc.Aggregates: Sum, Avg, Count, Min, First, etc.

ExamplesExamples=Fields!Name.Value=Fields!Name.Value

=Fields!First.Value & " " & Fields!Last .Value=Fields!First.Value & " " & Fields!Last .Value

=Sum(Fields!Sales.Value)=Sum(Fields!Sales.Value)

=IIf(Sum(Fields!Sales.Value)>10, "green", "red")=IIf(Sum(Fields!Sales.Value)>10, "green", "red")

ParametersParametersParametersParameters

Report parameters can be used in report Report parameters can be used in report expressions (including binding to expressions (including binding to query parameters)query parameters)

Set of valid values and default values can be Set of valid values and default values can be static or query-basedstatic or query-based

Parameters can be hierarchicalParameters can be hierarchicalSelection of parameter value can drive later Selection of parameter value can drive later valid valuesvalid values

Accessed using global Parameters Accessed using global Parameters collection, e.g.collection, e.g.

=IIF(Fields!Sales.Value > Parameters!Goal.Value, =IIF(Fields!Sales.Value > Parameters!Goal.Value, “PASS", “FAIL")“PASS", “FAIL")

Making Reports InteractiveMaking Reports InteractiveMaking Reports InteractiveMaking Reports Interactive

Actions can be added to report itemsActions can be added to report itemsDrill down within a report Drill down within a report

Drill through to a different reportDrill through to a different report

Bookmarks jump within a reportBookmarks jump within a report

Hyperlinks any web pageHyperlinks any web page

Document map shows report structureDocument map shows report structure

Tips and TricksTips and Tricksa.k.a. “Sleazy Hacks”a.k.a. “Sleazy Hacks”

Green BarGreen BarGreen BarGreen Bar

Conditional formatting on contents of Conditional formatting on contents of table cellstable cells

Background color expressionBackground color expression=iif(RowNumber(Nothing) Mod =iif(RowNumber(Nothing) Mod 2,“Green","White")2,“Green","White")

Page Break After N RowsPage Break After N RowsPage Break After N RowsPage Break After N Rows

““Hidden” page break groupingHidden” page break groupingGroup expressionGroup expression

=Ceiling(RowNumber(Nothing)/30)=Ceiling(RowNumber(Nothing)/30)

No header or footerNo header or footer

Page break at end of groupPage break at end of group

Running TotalRunning TotalRunning TotalRunning Total

Running aggregate functionRunning aggregate function=RunningValue(Fields!SalesAmt.Value, =RunningValue(Fields!SalesAmt.Value, Sum, Nothing)Sum, Nothing)

Simulated End-User SortingSimulated End-User SortingSimulated End-User SortingSimulated End-User Sorting

““Sort By” report parameterSort By” report parameterValues = Names of fields to sort byValues = Names of fields to sort by

““Direction” report parameterDirection” report parameterValues = Ascending, Descending, NoneValues = Ascending, Descending, None

Simulated End-User Sorting Simulated End-User Sorting Simulated End-User Sorting Simulated End-User Sorting

Two sort expressions on tableTwo sort expressions on tableAscending sortAscending sort

=iif(Parameters!Direction.Value= "Ascending",=iif(Parameters!Direction.Value= "Ascending",

Fields(Parameters!SortBy.Value).Value,0)Fields(Parameters!SortBy.Value).Value,0)

Descending sortDescending sort=iif(Parameters!Direction.Value= =iif(Parameters!Direction.Value= “Descending",“Descending",

Fields(Parameters!SortBy.Value).Value,0)Fields(Parameters!SortBy.Value).Value,0)

SQL Server 2005 will have auto-sort SQL Server 2005 will have auto-sort and filter built in!and filter built in!

Simulated “All” ParametersSimulated “All” ParametersSimulated “All” ParametersSimulated “All” Parameters

String parameter (Country)String parameter (Country)Query contains “like @Country”Query contains “like @Country”

Valid Values list contains “All”Valid Values list contains “All”Mapped to value of “%”Mapped to value of “%”

Simulated “All” ParametersSimulated “All” ParametersSimulated “All” ParametersSimulated “All” Parameters

Integer parameter (Year)Integer parameter (Year)Query contains “>= @MinYear” and Query contains “>= @MinYear” and “<= @MaxYear”“<= @MaxYear”

Valid Values contains “All”Valid Values contains “All”Mapped to value of 0Mapped to value of 0

Query parameter expression for MaxYearQuery parameter expression for MaxYear=iif(Parameters!=iif(Parameters!Year.Value=0,10000,Parameters!Year.Value)Year.Value=0,10000,Parameters!Year.Value)

Alternate Method: Construct the query as an Alternate Method: Construct the query as an expressionexpression

Custom CodeCustom Code

Custom Code - DefinitionCustom Code - DefinitionCustom Code - DefinitionCustom Code - Definition

Define function in Code property Define function in Code property (VB .NET)(VB .NET)

Public Function IsGood(Percent as Single, Public Function IsGood(Percent as Single, EmpCount as Integer) as BooleanEmpCount as Integer) as BooleanIf (Percent * 100 / EmpCount) > 7If (Percent * 100 / EmpCount) > 7

[…][…]

End FunctionEnd Function

Link in any .NET AssemblyLink in any .NET AssemblyCall or instance-based methodsCall or instance-based methods

CAS determines code privilegesCAS determines code privileges

Custom Code - UsageCustom Code - UsageCustom Code - UsageCustom Code - Usage

Use code in any expressionUse code in any expression

E.g. Conditional formattingE.g. Conditional formatting=iif(Code.IsGood(ReportItems!Percent.Value,=iif(Code.IsGood(ReportItems!Percent.Value,

ReportItems!EmployeeCount.Value),ReportItems!EmployeeCount.Value),

"Green","Black")"Green","Black")

External AssembliesExternal Assemblies

=Code.CurrencyConverter.Convert(Fields!=Code.CurrencyConverter.Convert(Fields!Sales.Value, “eur”, “usd”)Sales.Value, “eur”, “usd”)

Deploying ReportsDeploying ReportsDeploying ReportsDeploying Reports

Copies reports, images, and data Copies reports, images, and data sources to Report Server via sources to Report Server via Web ServiceWeb Service

After you deployAfter you deploySet security permissionsSet security permissions

Set up caching and scheduled executionSet up caching and scheduled execution

Set up subscriptionsSet up subscriptions

Bask in the admiration of your co-Bask in the admiration of your co-workers!workers!

Additional ResourcesAdditional ResourcesAdditional ResourcesAdditional Resources

Reporting Services web siteReporting Services web sitehttp://www.microsoft.com/sql/reportinghttp://www.microsoft.com/sql/reporting

Reporting Services newsgroupReporting Services newsgroupnews:microsoft.public.sqlserver.reportingnews:microsoft.public.sqlserver.reportingsvcssvcs

Course 2030: Creating Course 2030: Creating Reporting SolutionsReporting Solutions

http://www.microsoft.com/traincert/syllabihttp://www.microsoft.com/traincert/syllabi/2030AFinal.asp/2030AFinal.asp

SQL Server Community SitesSQL Server Community Siteshttp://www.microsoft.com/sql/community/http://www.microsoft.com/sql/community/

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© 2004 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.