MS SQL Reporting Services 2005

By : Sandip Shinde

Questions Needing Answers
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What is Reporting Services? Why Reporting Services? Comparisons to Other Reporting Tools How is RS licensed? What does RS cost? How does RS work with Other Database? Hardware and Software Requirements and Configurations How to Create and Deploy reports? How it embed Reporting Services into other application?

Sunday, April 27, 2008

What is Reporting Services?

SQL Server 2005 Reporting Services is a server-based reporting platform that you can use to create and manage tabular, matrix, graphical, and free-form reports that contain data from relational and multidimensional data sources. The reports that you create can be viewed and managed over a World Wide Web-based connection. Reporting Services includes the following core components:
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A complete set of tools that you can use to create, manage, and view reports. A Report Server component that hosts and processes reports in a variety of formats. Output formats include HTML, PDF, TIFF, Excel, CSV, and more. An API that allows developers to integrate or extend data and report processing in custom applications, or create custom tools to build and manage reports.

Sunday, April 27, 2008

Why Reporting Services?

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Supports a wide range of common data sources, such as OLE DB and Open Database Connectivity (ODBC), Multiple output formats such as familiar Web browsers and Microsoft Office System applications. Implements a flexible, role-based security model to protect reports and reporting resources with Active Directory. Provides Web Service interface to interact/embed with other applications Using Microsoft Visual Studio .NET and the Microsoft .NET Framework, developers can leverage the capabilities of their existing information systems and connect to custom data sources, produce additional output formats, and deliver to a variety of devices.

Sunday, April 27, 2008

With Active Directory – Report Execution


Active Directory (Account + Authorization)

Reporting Services Users

Sunday, April 27, 2008

2008 . April 27.An Integrated Architecture Sunday.

Sunday. 2008 . and delivery. management. April 27.Reporting Life Cycle Reporting platforms can be evaluated by their support for the following areas—authoring.

April 27. Sunday.Reporting Life Cycle . They must be flexible enough to handle diverse reporting needs and structured enough to be easy to use. 2008 . Authoring generally includes the following features: – Connecting to a data source – Writing database queries – Creating report layout – Creating report parameters – Setting report properties such as height and width These capabilities are important for the initial development of the report.Authoring The authoring phase is concerned with the actual development.

These properties include: – Data source connection information – Default parameter values – Security permissions – Report caching – Report execution schedules – Report delivery schedules Management phase is generally performed by the administrators. Most of the user access to reports is defined in this phase. Sunday. 2008 .Management After developing the report. which is concerned with setting properties of reports specific to the production environment.Reporting Life Cycle . you move into the management phase. April 27.

Sunday. Users are required to take the effort to get the report information.Reporting Life Cycle . Pull delivery constitutes reports that can be accessed ondemand by the user . 2008 .Delivery The delivery phase looks at how reports get to the end users. Push delivery constitutes the reports that are sent to the user. The report could be emailed to the requestor of the report. or published to a specified file share. April 27. Delivery includes: – Providing an end user interface for browsing reports – Publishing reports on a specific schedule – Delivering reports to end users A common concept in reporting platforms is push/pull delivery.

April 27. Sunday. Ad-hoc Reporting New ad-hoc reporting tool that enables business users to create their own reports and explore corporate data without deep technical understanding of the underlying data sources. Embedded Reporting Access predefined or ad-hoc reports from third-party applications that use Reporting Services and use these reports as-is. Web-based Reporting Web-based reports to deliver information to customers or partners over intra-net or the Internet. or create new ones for specific business needs. 2008 . corporate IT staff can design a variety of reports and deploy them to individuals throughout the enterprise.Reporting Needs     Enterprise Reporting Using Reporting Services. customize them.

0 Binary (.0 XML (.RPT) Uses SDKs to access objects Banded Need to purchase CR Server Single point of entry Not Supported Precise 50+ financial functions 4 dozen date functions One level deep Reporting Services 1. 2008 .RDL) Editable with Notepad Object based Free with SQL Server 2005 Shared data sources Supported HTML focused 13 financial functions Half dozen date functions 20 levels deep Object based reporting improves on subreports Sunday.Comparisons to Other Reporting Tools We will take at simple comparison with Crystal Reports Feature Version File Format Designer Interface License Cost Data Connectivity Table Object Formatting Formula Library Sub-reports Crystal Reports XI 11. April 27.

 OLAP/Data warehouse.  Notification Services.  More… These features are not priced separately Sunday.  Management Tools.SQL Server License SQL Server License includes all following features  RDBMS.  Reporting Services.  Integrated Security. 2008 . April 27.

Hardware and Software Requirements  The hardware system requirements for Reporting Services are very similar to those for SQL Server. Hardware Requirements –  – Processor  Pentium III-compatible processor or higher  Minimum: 600 MHz Recommended: 1 GHz or higher RAM  Minimum: 512 MB  Recommended: 1 GB or more  Maximum: Operating system maximum – Disk Space requirement for Reporting Services and Report Manager is 120 MB Sunday. 2008 . April 27.

April 27..0 + – Microsoft Framework 2.  Software Requirements – Microsoft Windows 2000.0 Sunday.Hardware and Software Requirements Cont. 2003 & XP – SQL Server 2005 (Reporting Services components installed) – Internet Information Server (IIS) 5. 2008 ....

but this configuration is not a requirement. 2008 . The Report Server and the Report Manager servers must be running Internet Information Services (IIS) 5. Reporting Services. These components may be installed on three separate servers. and the .Reporting Services Configuration  Default Configuration will place the Report Manager. and the Report Server database on the same physical server.0 or higher with ASP.NET. April 27.0 or higher.NET Framework 2.  Sunday. The Report Server Database requires any edition of SQL Server 2005.

Report Server Configuration Options Sunday.. 2008 . April 27..Reporting Services Configuration Cont...

. you must have local system administrator permissions on that computer as well. you must have the following: – Local system administrator permissions on the computer that hosts the report server you want to configure.Reporting Services Configuration Cont. 2008 .. – You must have permission to create databases on the SQL Server Database Engine used to host the report server database. If you are configuring a remote computer. Sunday... To configure a Reporting Services. April 27.

You can choose the default Web site or another Web site for the virtual directories. April 27. Each URL includes a virtual directory that you specify in the Reporting Services Configuration tool. 2008 . The Report Manager URL is used to launch Report Manager.NET applications accessed through URLs... Reporting Services requires service accounts to run the Report Server Web service and Microsoft Windows service.  Configure Service Accounts – – Sunday. Web Service cannot be configured on XP & 2000 Servers.   Server Status – This verify the status of the Report Server Windows Service Create and Configure Virtual Directories – – The Report Server and Report Manager are ASP.Reporting Services Configuration Cont. The Report Server URL provides access to the Simple Object Access Protocol (SOAP) endpoints of the report server...

 Create and Configure the Report Server Database – – The report server is a stateless server that requires a SQL Server database for internal storage.... April 27.  Manage Encryption Keys and Initialization –  Configure E-Mail Delivery – Sunday.Reporting Services Configuration Cont. Reporting Services includes a report server e-mail delivery extension that allows report subscribers to get reports delivered to an electronic mailbox. 2008 . We can use the Reporting Services Configuration tool to create and configure a connection to the report server database. Reporting Services uses a symmetric key to encrypt and decrypt sensitive data such as stored credentials and database connection information..

Reporting Services Configuration Reporting Services Configuration Demo Sunday. April 27. 2008 .

 Sunday. ODBC and OLE DB providers are also supported. and free-form report layouts Build tabular reports for column-based data. and free-form reports for everything else. chart. and charted information in a single report. Custom data extensions is also new feature Tabular. and XML data sources Create reports that use relational and multidimensional data from SQL Server and Analysis Services. matrix. matrix reports for summarized data. matrix. chart reports for graphical data. XML data processing extension to retrieve data from any XML data source. or arrange in a side-by-side layout.Report Features  Relational. multidimensional. 2008 . . Free-form report layout is based on data regions. which enclose controls and fields in a container that can move. Combine tabular. nest. April 27.NET Framework data providers to get data from Oracle and other databases.

 Parameterized reports You can add parameters to refine a query or filter a dataset.Report Features Cont…   Ad hoc reports You can create and save reports directly to a report server using a ClickOnce application called Report Builder. April 27. Dynamic parameters get values at run time based on user selections (the selection of one parameter builds the value list for a second parameter) Sunday. 2008 . Drill-through reports and interactivity You can add interactive features by providing links to related reports and reports that provide supporting details. Ad hoc reporting is supported through a thin client that is downloaded from the report server. You can add scripted expressions in Microsoft Visual Basic.

page-oriented. A custom control requires a custom report processing extension. MHTML. CSV. April 27.   Sunday. XML. Custom controls or report items You can embed custom controls or report items that you create or purchase from a third-party vendor. Formats include HTML. and desktop application formats.Report Features Cont…  Presentation formats Choose a presentation format when you open the report. You can choose Web-oriented. 2008 . or after you open the report. and Excel. Navigation You can add bookmarks and document maps to provide navigation options within a large report. TIFF. PDF.

max. April 27.Report Features Cont…  Aggregations You can aggregate and summarize data using controls and expressions. 2008 .  Sunday. average. and running totals. min. count. Aggregates include sum. Graphical elements You can embed or reference images and other resources that contain external content.

2008 . distributed. and then publish it to a report server. refine the model. You can generate models automatically based on an existing schema or view.Report and Model Design  Report Designer Use Report Designer to work with data. and publish a report to a test or production server. and managed just as you would any other report. an expression editor. Reports that you create in Report Builder can be accessed. April 27. preview a report.  Model Designer Create models that support ad hoc reporting in Reporting Services. define a layout. Report Designer includes query builders. Report Builder Create ad hoc reports using templates and pre-organized data and save them directly to a report server.  Sunday. and wizards so that you can follow step-by-step instructions to create a report. Report Designer also supports advanced reporting features for professional report designers who understand query languages and expression languages.

Designing & Creating Reports  Ways to Create Reports  Report Designer  Report Builder Reports are published to a report server as report definition (. Sunday. Because a report definition is an XML document. 2008 . April 27.rdl) files.

and possibly parameters. 2008 . and collation and other character sensitivity information to be used by a report. April 27. a query of the data source and a resulting fields list. Sunday.Working with Data in Reporting Services  Data Sources A Reporting Services data source definition contains information about a connection to a data source. calculated fields.  Fields Each dataset in a report contains a collection of fields. Following are two types: Report-specific • Shared Datasets •  A Reporting Services dataset contains a data source definition.

the report server combines the layout from the report definition with the data from the data source. such as image and PDF. and renders the report in a specified format.Report Layout and Rendering  Rendering When you run a report.  Pagination Pagination in a report is determined by the page size of the report and any page breaks placed on report items. Rendering extensions that support page size. format the data in the report to fit within each page Sunday. April 27. 2008 .

and the report itself. These properties govern the appearance and behavior of the item. April 27. 2008 . Sunday. table and matrix columns and rows. have associated properties.Working with Report Items       Text Box Image Line Rectangle Sub Report A sub report is an item in a report that points to another report on the report server Item Properties All items in a report. including groups.

Table columns are static. April 27. Matrix A matrix is also known as a crosstab. You can arrange report items to create a form with text boxes.Data Regions      Table A table is a data region that presents data row by row. A matrix can have dynamic columns and rows and static columns and rows. and other data regions placed anywhere within the list. Table rows expand downwards to accommodate the data. images. Nested Data Regions You can nest data regions within other data regions. 2008 . A matrix data region contains both columns and rows that expand to accommodate the data. List A list is a data region that presents data arranged in a freeform fashion. Sunday. Chart A chart presents data graphically.

image. April 27. • A link to a URL provides a link to a Web page. When you add a link to a text box. • A bookmark link provides a link to a bookmark. passed to a filter. you can specify one of three types of links: • A drillthrough report link provides a link to another report on the report server. and can pass parameter values to the report. or anchor. Filters Filters to filter report data after it has been retrieved from the data source. These values can be passed to a parameter in a query. or used in expressions within the report.User Interaction in Reports    Parameters Use report parameters to obtain values from the user. Sunday. You can place filters on datasets and data regions. or chart element. Links Add links to a report. within the current report. typically outside the report server. 2008 .

2008 . Sunday.User Interaction in Reports Cont…  Hiding Items Each item in a report has a set of properties that determine whether the item is visible or hidden. a document map appears as a table of contents next to the report. In HTML Viewer. April 27.  Document Map Another way a user can interact with a report is through a document map.

April 27. 2008 .Designing & Creating Reports Designing & Creating Reports Demo Sunday.

Report Deployment MS Visual Studio Reports are authored and deployed With MS Visual Studio Sunday. April 27. 2008 .

Report Deployment Cont… If you don’t have rights to deploy reports from Visual Studio then Administrator can deploy reports to Report Server with Report Manager using Upload File functionality. 2008 . Sunday. April 27.

It provides the following functionality:  Report Management  Uploading RDL files  Managing folder hierarchies  Setting data source credentials  Managing default parameter values  Creating linked reports  Creating execution snapshots  Setting caching options  Security  Setting server-level and item-level security  Defining Reporting Services Roles  Assigning Windows Users and Groups to roles  Report delivery  Viewing reports  Exporting reports to different rendering formats  Defining report subscriptions Sunday.Report Manager Report Manager is the main management tool for Reporting Services. April 27. 2008 .

 Visual Studio . any development tool supporting these standards can be used to work with them.NET makes it easy to work with web services.Reporting Services – Web Service  Open Standards One of the most widely adopted standards for sending information is Hypertext Transfer Protocol (HTTP) which is the default standard for web communication.NET Integration Although Visual Studio . Because web services are built on open standards. Sunday. April 27. 2008 . it is not the only development option. It has the ability to send information back and forth between remote machines and has a huge implementation base. All major platforms today support sending information via this protocol.

      Rendering reports through various rendering extensions Publishing reports programmatically Creating snapshot reports Adding snapshot reports to history Creating subscriptions Modifying data sources Sunday. 2008 .Reporting Services – Web Service Cont… Here is a list of just a few things available through the Reporting Service Web Service. April 27.

Reporting Services – Web Service Cont… There are two web services available to interact with Report Server  ReportExecution2005 The Reporting Services Execution web service allows developers to programmatically process and render reports from a Report Server. April 27. ReportService2005 The RSManagementService2005 web service allows developers to programmatically manage objects in a Report Server. 2008 .  Sunday.

– – – URL Report Viewer SOAP API Call Sample URL http://<ReportServerName>/Reports/Pages/Report.Report Execution By following ways we can execute deployed reports on report server. April 27. 2008 .aspx?ItemPath=%2f AdventureWorks+Sample+Reports%2fProduct+Catalog Sunday.

Report Execution Report Execution Demo Sunday. 2008 . April 27.

April 27.Reporting Service Ad-hoc Architecture Sunday. 2008 .

Report Manager—You manage published ad-hoc models just like any other RS resource. instead.Reporting Service Ad-hoc Components  Model Designer—Business users need not be familiar with the technical aspects of the database schema to generate an ad-hoc report. Analysis Services.  Sunday. RS provides a separate Web-based application called Report Manager. To facilitate report and model management. For example. To design the ad-hoc model. or administrators can use the new SQL Server Management Studio. When the model is ready. which centralizes management of SQL Server. April 27. developers design and implement one or more ad-hoc models that abstract the underlying data source schema. Reporting Services. the report administrator can define Windows-based or Forms-based authentication security policies to enforce secured access to the model. 2008 . which is one of several RS designers provided by the new Business Intelligence Development Studio. you use the Model Designer. you publish it to the report catalog to make it available to end users. and Integration Services installations.

distributing it to end users via the "click-once" technology forthcoming with . Sunday.0 framework if it is not already present on the target machine. the Report Builder detects and optionally installs the . The Report Server machine hosts the Report Builder assembly. As part of the deployment process.Reporting Service Ad-hoc Components Cont…  Report Builder—End users use Report Builder to create reports against the ad-hoc model. April 27. The Report Builder is implemented as a .NET Windows Form application.0.NET 2.NET 2. 2008 .

2008 .Hoc Model Sunday.Ad. April 27.

April 27. A DSV lets you use an existing data source schema but augment it to meet your ad-hoc reporting needs. 2008 .Components of the Ad-Hoc Model    Data Source The data source layer represents the connection to the underlying data source. The main focus of the ORM methodology is to model the database schema in a way that business users can understand and verify against their requirements. Semantic Model The RS semantic model is very similar to the Object Role Modeling (ORM) methodology. Sunday. Data Source View (DSV) A DSV is a metadata logical layer that isolates the ad-hoc model from the data source schema.

2008 . Sunday. DefaultAggregateAttributes—Specifies which attribute(s) the entity should aggregate upon. – Attributes An attribute corresponds to a DSV column or a named calculation. April 27. Each entity object has the following properties:     IdentifyingAttributes—Specifies the attribute(s) that identify uniquely the instance of the entity. described in more detail below.Semantic Model Definition Language The RS semantic model uses an XML-based grammar called Semantic Model Definition Language (SMDL). The semantic model defines the following main objects: – Entities An entity object consists of fields which could be either attributes or roles. DefaultDetailAttributes—Specifies which attribute(s) which will be displayed by default when the entity is dragged and dropped to the Report Builder report canvas. SortAttributes—Specifies the attribute(s) by which this entity will be sorted.

Reporting Service .hoc Report Demo Sunday. 2008 .Ad-hoc Reports Ad. April 27.

2008 .?? Sunday..MS SQL Reporting Services 2005 Questions. April 27.

April 27. 2008 .MS SQL Reporting Services 2005 Thank You Sunday.

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