INTRODUCTION TO SQL SERVER REPORTING SEVICES

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Presentation transcript:

INTRODUCTION TO SQL SERVER REPORTING SEVICES Shane Risk Business Intelligence Consultant

Introduction to SSRS Report Development Report Delivery Report Server Administration Exciting Developments Conclusion

Integrated End-to-End BI Offering SharePoint Server SEARCH DELIVERY Reports Dashboards Excel Workbooks Analytic Views Scorecards Plans CONTENT MANAGEMENT COLLABORATION END USER TOOLS AND PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server BI PLATFORM SQL Server Reporting Services Analysis Services SQL Server DBMS SQL Server Integration Services

The Microsoft BI Platform SQL Server 2008 4/1/2017 9:12 PM The Microsoft BI Platform SQL Server 2008 Integrate Store Report Analyze © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Introduction to SSRS Report Development Report Delivery Report Server Administration Exciting Developments Conclusion

Flexible Report Layout What is Tablix? The best of Table merged with the best of Matrix Allows for fixed and dynamic columns and rows Enables arbitrary nesting on each axis Enables multiple parallel row/column members at each level Introduces optional omission of row/column headers Innovative layout capabilities Support for richly formatted text Innovative grouping capabilities Embed Reporting Web Report

Tabl e + Matr ix Customer Retail Acme Nadir, Inc. Wholesale ABC Corp. XYZ, Ltd. Grand Total Growth 19% 322% 56% Retail Acme Nadir, Inc. Wholesale ABC Corp. XYZ, Ltd. Grand Total 2001 2002 Total 1,115 1,331 2,446 152 642 794 11,156 13,312 24,468 1,523 6,421 7,944 13,946 21,706 35,653 1,267 1,973 3,230 56% 12,679 19,733 32,412 57%

Rich Visualizations Chart Types Embed Reporting Web Report

Rich Visualizations Gauge Types Embed Reporting Web Report

Inline Charts Greatly enhances report impact relative to a table of values All reports and gauges can be embedded in tables Allows for interesting layouts that were previously unsupported Charts are rendered to the browser as images, be sure to test client performance prior to rolling out to users

Sparkline Chart Compact and concise view of data ideal for dashboards Provides meaningful historical context Allows understand time series comparisons across entities Link to other reports for more detail

Bullet Gauge Preferred over gauges and thermometers Easier to read Take less space More accurate Similar to a bar chart, but offers more information

Report Development Demo 1 Tablix Inline Charts Tablix – adjacent groups? Sparkline Bullet Sparkline Drillthrough Hide Columns or Rows Conditionally Create tablix, sparkline, bullet, column chart for quarters

Maps Enhance reports with spatial data visualizations Incorporate Bing Map layers to give maps a professional look Supports SQL Server spatial data type Supports ESRI Shapefile format TIGER/Line Shapefiles are preloaded from the U.S. Census Bureau

Report Builder 3.0 Most recent version of the Report Builder tool Same code base as BIDS report designer Additional functionality allows you to utilize Shared Datasets and Shared Report Components not present in BIDS Allows end users to design their own reports Thin client accessible through Report Manager (Native) or SharePoint (Integrated)

Shared Components Shared Datasets Share datasets across reports for simplified maintenance and improved performance Can be cached independently from any reports Can be reused by end users building reports in Report Builder 3.0 Shared Report Parts Share report components between reports Build a report visualization once and use it in many reports

Report Development Demo 2 Report Builder 3.0 Shared Report Parts Shared Datasets Tablix – adjacent groups? Sparkline Bullet Sparkline Drillthrough Hide Columns or Rows Conditionally Create tablix, sparkline, bullet, column chart for quarters

Introduction to SSRS Report Delivery Report Development Report Server Administration Exciting Developments Conclusion

Deliver Personalized Reports Delivery to the location users want Pull Model for retrieval of reports when needed Push Model for scheduling automatic delivery Embed reports for contextual business insight Interactive Reports Interactive navigation paths Parameterization for optimal relevancy Ad-hoc report customizations Rendering in the format users want Rendering to Microsoft Office Rendering in SharePoint Rendering HTML, PDF, CSV, XML, and Image XML

My Reports Personal folder where report publishers can deploy their own reports Useful for creating one-off reports from existing reports for one time use Can be used as a poor man’s development environment Develop and QA reports deployed to My Reports prior to public release System Administrators can view reports in user’s My Report folders

My Subscriptions Users can subscribe to reports through the Report Manager interface Report subscriptions can be viewed and maintained on the My Subscriptions page Allows users to easily manage report delivery without administrative assistance

Data Driven Subscriptions Table driven report delivery Report parameters are specified via table columns Each row in the table is a separate report instance Reports can be delivered via email, to a file share, or to a SharePoint list

SharePoint Portal – Key Benefits Single place to View, Manage, & Deliver reports with-in SharePoint UI Same site access for all business documents, including reports, report models, and shared data sources Deep level of database and security integration Easy integration with other information delivery tools & technologies Collaboration activities in SharePoint. Integration with

Viewing Reports in SharePoint ReportViewer web part Full page or Dashboard view Connects with Filter web parts Connects with Reports Library, Doc. Library web parts URL Access Parameters Toolbar, HeaderArea, DocMapAreaWidth, AsyncRender PerformancePoint Dashboard Viewer Embed Reporting Services reports within a PerformancePoint dashboard RV – Web part Support full-page or dashboard views Supports filter consumer and row consumer interfaces to allow connection with other SharePoint web parts like date filter or Reports Library web parts. URL Access params – specify params on the URL List reporting via the XML

Report Delivery Demo My Reports My Subscriptions Tablix – adjacent groups? Sparkline Bullet Sparkline Drillthrough Hide Columns or Rows Conditionally Create tablix, sparkline, bullet, column chart for quarters

Introduction to SSRS Report Server Administration Report Development Report Delivery Report Server Administration Exciting Developments Conclusion

Reporting Services Security Users are granted role based access to specific folders There are a number of predefined roles that come out of the box New report roles can be created through SQL Server Management Studio Roles: Browser, Publisher, My Reports, Content Manager, System User, System Administrator

Data Source Administration Manage data sources through the report manager interface Configure reports to use a proxy account or Windows Integrated Security View subscriptions that rely on the data source View dependent reports

Report Caching A report optimization technique that caches report data Set a report to keep a temporary copy of the report when executed or refresh the cache on a schedule Report caches can be expired after a number of minutes or according to a schedule Caching requires the use of stored data source report credentials

Report Snapshots Used to retain point in time reports Report snapshots can be configured to run on a specified schedule Snapshots store report data in the Report Server database Render at runtime using stored snapshot data Requires stored report credentials

Linked Reports Reports can show up in multiple folders but are only deployed to one Simplifies report maintenance because report updates only need to be applied to a single report Linked reports can have their own default parameters, allowing linked reports to display their own discrete data Linked Report Linked Report Linked Report Report

Manage, Deliver & Publish Manage Report Items in SharePoint Report parameters, Data sources, Processing Options, Snapshots etc. Data Sources, Dependent Items Model Item Security Report Delivery from / to SharePoint Report subscriptions & Shared Schedules Publish to SharePoint Report Builder, Report Designer, Model Designer

SSRS Features NOT Supported in SharePoint Integrated Mode Custom SSRS Security Extensions Report Manager Administration of Reports Linked Reports My Reports My Subscriptions SSRS Batching Methods

Report Server Administration Demo Roles Data Source Administration Report Snapshots Report Caching Linked Reports Tablix – adjacent groups? Sparkline Bullet Sparkline Drillthrough Hide Columns or Rows Conditionally Create tablix, sparkline, bullet, column chart for quarters

INTRODUCTION To SSRS Exciting Developments Report Development Report Delivery Report Server Administration Exciting Developments Conclusion

Azure Reports Cloud based access to Reporting Services Alleviate the overhead of hosting your own SSRS servers Provide per user access to reports via the internet

Azure Reports – Supported Features Capability SQL Server Reporting Services SQL Azure Reporting Developer design tool Business Intelligence Design Studio (BIDS)Report Builder Business Intelligence Design Studio (BIDS) Report Builder (Authoring only - deployment to SQL Azure Reporting through BIDS) Supported data sources Diverse data sources SQL Azure databases Report Embed reports into your apps Embed hosted reports into your apps Management and delivery Report Manager or SharePoint Portal display reports rendering to multiple formats subscriptions scheduled delivery SQL Azure Development Portal Developer Extensibility Extensible for custom data sources, assemblies, report items, authentication, etc. Extensibility is not yet enabled Security Model Windows Authentication SQL Azure Username/password http://www.microsoft.com/en-us/sqlazure/reporting.aspx

Project Crescent Silverlight Ad Hoc Reporting tool coming in SQL “Denali” Enhanced self service BI offering for PowerPivot Supports drag and drop report building for the end user Features highly interactive visualizations and animations Allows visualizations to be embedded in PowerPoint presentations for powerful real time presentations http://blogs.msdn.com/b/bi/archive/2010/11/09/data-visualization-done-right-project-crescent.aspx

INTRODUCTION To SSRS Conclusion Report Development Report Delivery Report Server Administration Exciting Developments Conclusion

Conclusion Reporting services is a powerful enterprise reporting platform capable of meeting your report delivery needs simple to administer constantly evolving to become even more powerful

Additional Resources Books Microsoft SQL Server 2008 Reporting Services by Brian Larson Applied Microsoft SQL Server 2008 Reporting Services by Teo Lachev Web Sites http://msdn.microsoft.com/en-us/sqlserver/cc511478.aspx Blogs Reporting Services Team Blog - http://blogs.msdn.com/b/sqlrsteamblog/ Robert Bruckner - http://blogs.msdn.com/b/robertbruckner/

Questions? Shane Risk Business Intelligence Consultant BlueGranite srisk@blue-granite.com Phone: 734 478 5905 www.blue-granite.com http://www.linkedin.com/in/shanerisk http://twitter.com/srisk