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Microsoft SQL Server 2008 Reporting Services

Book Description

Create and deliver data-rich reports across the enterprise using this complete server-based reporting solution. Written by a member of the original Reporting Services development team, Microsoft SQL Server 2008 Reporting Services covers the entire report-building and distribution process, including data extraction, integration with desktop and Web applications, and end-user access. The book explains how to maximize all of the powerful features, including the new Tablix data format, as well as enhanced performance, scalability, and visualization capabilities.

  • Install, configure, and customize SQL Server 2008 Reporting Services

  • Create SELECT queries to extract data

  • Generate reports from the Report Wizard and from scratch

  • Add charts, images, and gauges

  • Build reusable report templates

  • Use the new Tablix data format to create reports with any structure

  • Export reports to Word, Excel, PDF, HTML, XML, and other formats

  • Enable end-user access to reports via the Report Server and its Report Manager web interface

Table of Contents

  1. Cover Page
  2. Microsoft® SQL Server™ 2008 Reporting Services
  3. Copyright Page
  4. Contents
  5. Foreword
  6. Acknowledgments
  7. Introduction
    1. The Galactic Database and Other Supporting Materials
  8. Part I Getting Started
    1. Chapter 1 Let's Start at the Very Beginning
      1. Sharing Business Intelligence
        1. The Need to Share
        2. Possible Solutions
        3. Microsoft Reporting Services
      2. Report Authoring Architecture
        1. The Business Intelligence Project Type
        2. Report Structure
        3. Report Designer
        4. Standalone Report Builder
      3. Report-Serving Architecture
        1. Report Server
        2. Report Delivery
      4. Diving In
    2. Chapter 2 Putting the Pieces in Place: Installing Reporting Services
      1. Preparing for the Installation
        1. The Parts of the Whole
        2. Editions of Reporting Services
        3. Types of Reporting Services Installations
        4. Installation Requirements
        5. Other Installation Considerations
      2. The Installation Process
        1. The SQL Server 2008 Installation
        2. The Reporting Services Configuration Manager
      3. Common Installation Issues
        1. Administrative Rights
        2. Server Components Not Shown on the Feature Selection Screen
        3. Installation Error 2755
        4. Reporting Services and IIS on the Same Server
        5. The Repair Utility and Installation Log File
      4. Spending Some Time in Basic Training
  9. Part II Report Authoring
    1. Chapter 3 DB 101: Database Basics
      1. Database Structure
        1. Getting Organized
        2. Retrieving Data
      2. Galactic Delivery Services
        1. Company Background
      3. Querying Data
        1. The SELECT Query
      4. On to the Reports
    2. Chapter 4 A Visit to Emerald City: The Report Wizard
      1. Obtaining the Galactic Database
      2. Your First Report
        1. The Customer List Report
      3. An Interactive Table Report
        1. The Customer-Invoice Report
      4. Creating Matrix Reports
        1. The Invoice-Batch Number Report
      5. Report Parameters
        1. The Parameterized Invoice-Batch Number Report
      6. Flying Solo
    3. Chapter 5 Removing the Training Wheels: Building Basic Reports
      1. Riding Down Familiar Roads
        1. The Transport List Report
      2. The Tablix and Data Regions
        1. The Repair Count By Type Report
      3. New Territory
        1. The Transport Information Sheet
      4. Getting Graphical
    4. Chapter 6 Graphic Expression: Using Charts, Images, and Gauges
      1. Chart Your Course
        1. The Deliveries versus Lost Packages Chart
        2. The Fuel Price Chart
        3. The Fuel Price Chart, Version 2
        4. The Business Type Distribution Chart
        5. The Days in Maintenance Chart
      2. Gauging the Results
        1. The Digital Dashboard
      3. Image Is Everything
        1. Conference Nametags
        2. Conference Place Cards
        3. The Rate Sheet Report
      4. Building Higher
    5. Chapter 7 Kicking It Up a Notch: Intermediate Reporting
      1. Never Having to Say "I'm Sorry"
        1. The Report Template
      2. Handling Errors in Reports
        1. The Employee Time Report
      3. Data Caching During Preview
        1. The Employee List Report
        2. The Employee Mailing Labels Report
        3. The Overtime Report
        4. The Revised Employee Time Report
      4. Under the Hood
        1. Viewing the RDL
      5. Practicing Safe Source
        1. Using Visual SourceSafe
      6. Advance, Never Retreat
    6. Chapter 8 Beyond Wow: Advanced Reporting
      1. Speaking in Code
        1. The Delivery Status Report
        2. The Lost Delivery Report
        3. The Customer List Report—Revisited
        4. Payroll Checks
        5. The Weather Report
        6. The Delivery Analysis Report
      2. Reports Within Reports
        1. The Employee Evaluation Report
        2. The Invoice Report
      3. Interacting with Reports
        1. The Invoice Front-End Report
        2. The Transport Monitor Report
      4. A Conversion Experience
        1. The Paid Invoices Report
      5. What's Next
    7. Chapter 9 A Leading Exporter: Exporting Reports to Other Rendering Formats
      1. A Report in Any Other Format Would Look as Good
        1. Exporting and Printing a Report
      2. Presentation Formats
        1. TIFF Image Presentation Format
        2. Adobe PDF Presentation Format
        3. Web Archive Presentation Format
        4. Excel Presentation Format
        5. Word Presentation Format
        6. Printed Presentation Format
      3. Data Exchange Formats
        1. Comma-Separated Values (CSV) Data Exchange Format
        2. XML Data Exchange Format
      4. Call the Manager
  10. Part III Report Serving
    1. Chapter 10 How Did We Ever Manage Without You? The Report Manager
      1. Folders
        1. The Report Manager
      2. Moving Reports and Supporting Files to the Report Server
        1. Deploying Reports Using the Report Designer
        2. Uploading Reports Using Report Manager
        3. Uploading Other Items Using Report Manager
        4. Uploading Reports Using .NET Assemblies
        5. Modifying Reports from the Report Server
      3. Managing Items in Folders
        1. Moving Items Between Folders
        2. Deleting a Folder
        3. Renaming a Folder
      4. Seek and Ye Shall Find: Search and Find Functions
        1. Searching for a Report
        2. Finding Text Within a Report
      5. Printing from Report Manager
        1. Printing Options
      6. Managing Reports on the Report Server
        1. Security
      7. Roles
      8. Linked Reports
        1. Creating a Linked Report
      9. Delivering the Goods
    2. Chapter 11 Delivering the Goods: Report Delivery
      1. Caching In
        1. Report Caching
        2. Enabling Report Caching
      2. Execution Snapshots
        1. Enabling Execution Snapshots
      3. Report History
        1. Enabling Report History
        2. Managing Report History Snapshots
        3. Updating Report Definitions and Report History Snapshots
      4. Subscriptions
        1. Standard Subscriptions
        2. Managing Your Subscriptions
        3. Data-Driven Subscriptions
      5. Site Settings
        1. The General Site Settings Page
        2. Other Pages Accessed from the Site Settings Page
        3. Managing Reporting Services Through the SQL Server Management Studio
        4. Additional Settings
      6. A Sense of Style
        1. The ReportingServices Style Sheet
      7. Building On
    3. Chapter 12 Extending Outside the Box: Customizing Reporting Services
      1. Using Reporting Services Without the Report Manager
        1. URL Access
        2. Web Service Access
        3. The Report Viewer Control
        4. SharePoint Web Parts
        5. Reporting Services Utilities
      2. Custom Security
        1. Authentication and Authorization
        2. Issues with Custom Security
        3. Creating a Custom Security Extension
        4. Deploying a Custom Security Extension
        5. Using the Custom Security Extension
        6. Other Extensions
      3. Best Practices
        1. Report-Authoring Practices
        2. Report Deployment Practices
      4. Where Do We Go from Here?
  11. Part IV Appendixes
    1. Appendix A Report Item Reference
      1. Report Objects
        1. Layout Areas
        2. Data Regions
        3. Report Items
      2. Property Reference
        1. Properties
    2. Appendix B Web Service Interface Reference
      1. Reporting Services Web Service
        1. Creating a Web Reference
        2. Credentials
        3. Compatibility
        4. ReportExecution2005 Properties
        5. ReportExecution2005 Methods
        6. ReportService2005 Properties
        7. ReportService2005 Methods
        8. ReportService2006
        9. ReportService2005 and ReportExecution2005 Web Service Classes
    3. Appendix C Ad Hoc Reporting
      1. The Report Model
        1. Creating a Report Model
      2. Creating Reports with the Report Builder
        1. Report Builder Basics
        2. Creating a Table Layout Report
        3. Creating a Matrix Layout Report
        4. Creating a Chart Layout Report
      3. Give It a Try
  12. Index