book

Professional Microsoft® SQL Server® 2008 Reporting Services

Name: Professional Microsoft® SQL Server® 2008 Reporting Services
ISBN: 9780470242018

by Paul Turley, Thiago Silva, Bryan C. Smith, Ken Withee

December 2008

Beginner to intermediate

815 pages

20h 1m

English

Wrox

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Copyright
About the Authors
Credits
Acknowledgments
Foreword by Jason Carlson
Foreword by Thierry D'hers
Introduction
Who This Book Is ForReport DesignerApplication DeveloperSystems EngineerBusiness LeaderWhat This Book CoversPart I: Getting StartedPart II: Report DesignPart III: Business Intelligence ReportingPart IV: Enabling End-User Reporting with Report Builder 1.0Part V: Administering Reporting ServicesPart VI: Reporting Services Integration and Custom ProgrammingAppendixesWhat You Need to Use This BookConventionsSource CodeErratap2p.wrox.com
I. Getting Started
1. Introducing Reporting Services
1.1. Not Your Father's Reporting Tool1.2. Who Uses Reporting Services?1.3. Application and Reporting Technology1.3.1. Blurring the Application/Reporting Line1.3.2. Information, Now!1.4. Solution Types1.4.1. Out-of-the-Box Reports1.4.2. Server-Based Reports1.4.3. User-Designed and Ad hoc Reports1.5. Report Design Tools1.5.1. Report Builder 2.01.5.2. Business Intelligence Development Studio1.6. Designing Reports1.7. Simple Application Integration1.7.1. Launching Reports from an Application1.7.2. User Interaction and Dynamic Reporting1.7.3. Intranet and Internet Report Access1.8. Seamless Application Integration1.8.1. Web Application Integration1.8.2. Portal Integration1.8.3. Windows Application Integration1.9. Managing and Customizing the Report Server1.10. Summary
2. Business Intelligence Solutions
2.1. Reporting Tool Options2.2. Scalable Architecture2.3. Corporate Reporting2.4. Department and Personal Reporting2.5. Ad hoc and Self-Service Reporting2.6. BI Solution Components2.6.1. Report Data Sources2.6.2. The BI Data Process2.6.3. The BI Maturity Continuum2.6.4. Report Types2.6.5. Data Complexity and Report Performance2.7. Summary

3. Reporting Services Installation
3.1. The Basic Installation3.1.1. Installing Reporting Services3.1.2. Installing the Reporting Services Samples and SQL Server Sample Databases3.2. The Enterprise Deployment3.2.1. SQL Server Editions3.2.2. Named Instances3.2.3. Topology3.2.4. Modes3.2.5. Installation Options3.2.6. Command-Line Installation3.3. Summary
4. Reporting Services Architecture
4.1. The Reporting Life Cycle4.1.1. Authoring4.1.2. Management4.1.3. Delivery4.2. Reporting Services Tools4.2.1. Report Designer4.2.2. Report Builder 1.04.2.3. Report Builder 2.04.2.4. Third-Party Authoring Tools4.2.5. Report Manager4.2.6. SharePoint Libraries and Web Parts4.2.7. Reporting Services Configuration Manager4.2.8. SQL Server Management Applications4.2.9. Command-Line Utilities4.2.10. HTML Viewer4.2.11. Report Viewer Control4.3. Reporting Services Web Service4.3.1. Subscriptions4.3.2. Reporting Services Windows Service4.3.3. HTTP.SYS and the HTTP Listener4.3.4. The Security Sublayer4.3.5. Report Manager and the Web Service4.3.6. Core Processing4.3.7. Service Management4.3.7.1. Configuration Files4.3.8. WMI and the RPC Interface4.3.9. Reporting Services Processors and Extensions4.3.10. The Report Processor4.3.10.1. Report Session Caching4.3.10.2. Report Execution Caching4.3.10.3. Snapshots4.3.11. Data Processing Extensions4.3.12. Report Items4.3.13. Rendering Extensions4.3.13.1. The HTML Rendering Extension4.3.13.2. The CSV-Rendering Extension4.3.13.3. The XML-Rendering Extension4.3.13.4. The Image-Rendering Extension4.3.13.5. The PDF-Rendering Extension4.3.13.6. The Excel-Rendering Extension4.3.13.7. The Word-Rendering Extension4.3.14. The Scheduling and Delivery Processor4.3.15. Delivery Extensions4.4. Reporting Services Application Databases4.4.1. ReportServer4.4.2. ReportServerTempDB4.5. Summary
II. Report Design
5. Basic Report Design
5.1. Report Design 1015.2. Report Designers5.2.1. Report Builder 2.05.2.1.1. Office Tabs and Ribbons5.2.1.2. Home Tab5.2.1.3. Insert Tab5.2.1.4. View Tab5.2.1.5. Run Tab5.2.2. Viewing and Setting Properties5.2.2.1. Data Sources5.2.2.2. Server Reports5.2.3. Report Design with Report Builder 2.05.2.3.1. Data Region Wizards5.2.3.2. Formatting and Sample Values5.2.4. Integrated Development Environment5.2.4.1. Using Business Intelligence Development Studio5.2.4.2. Designer Utility Windows5.3. Report Design Elements5.3.1. Data Sources5.3.2. Datasets5.3.3. Reports5.3.3.1. Page Setup5.3.3.2. Body5.3.3.3. Headers and Footers5.4. Report Definition Language5.4.1. Report Migration and Integration5.5. Report Design Elements in Detail5.5.1. Data Regions5.5.2. Textboxes5.5.3. Lines5.5.4. Rectangles5.5.5. Images5.5.6. Subreports5.5.7. The Tablix5.5.7.1. Static and Dynamic Columns and Rows5.5.7.2. Row Groups in a Table5.5.7.3. Column Groups in a Matrix5.5.8. Chart Essentials5.5.8.1. Data Aggregation5.5.8.2. Series Groups5.5.8.3. Category Groups5.5.9. Chart Type Categories5.5.9.1. Column Charts5.5.9.2. Polar and Radar Charts5.5.9.3. Shape Charts5.5.9.4. Bar Charts5.5.10. Gauges5.5.10.1. Scales5.5.10.2. Pointers and Markers5.5.10.3. Ranges5.5.10.4. Radial Gauges5.5.10.5. Linear Gauges5.6. Summary
6. Report Layout and Formatting
6.1. Report Layout Types6.1.1. Tabular Reports6.1.2. Matrix Reports6.1.3. List Reports6.1.4. Chart Reports6.1.5. Gauge Reports and Dashboards6.2. Page Layout6.3. Designing Tabular Reports6.3.1. Defining Table Groups6.3.1.1. Group Expressions and Options6.3.1.2. Formatting Table Values6.3.1.3. Sorting Options6.3.1.3.1. Sorting in the Query6.3.1.3.2. Sorting in a Group6.3.1.3.3. Interactive Sort6.3.1.4. Adding Headers and Footers6.3.1.5. Adding Page Breaks6.3.1.6. Creating Drill-Down Reports and Dynamic Visibility6.3.2. Adding Totals and Subtotals6.3.3. Formatting Report Data6.3.4. Introduction to Dynamic Formatting6.4. Designing Multicolumn Reports6.5. Designing Matrix Reports6.6. Designing Chart Reports6.7. Designing Gauge Reports6.8. Converting Reports from Other Formats and Products6.8.1. Importing Access Reports6.8.2. Designing for Extensibility6.8.2.1. Browser Compatibility6.8.2.2. Offline Viewing6.8.2.3. Mobile Device Support6.8.2.4. Rendering Format Limits and Considerations6.9. Summary
7. Designing Data Access
7.1. Federating Data Sources7.1.1. Linked Servers and Ad hoc Distributed Queries7.2. Business Intelligence Reporting7.3. Reporting for Relational Data7.4. Data and Query Basics7.4.1. Data Sources7.4.1.1. Creating a Data Source from the Project 'Add Item' Template7.4.1.2. Creating a Data Source in the Report Wizard7.4.1.3. Creating a Data Source When Defining a Dataset7.4.2. Data Sources and Query Languages7.5. T-SQL Query Design7.6. Filtering Techniques7.6.1. Filtering a Query7.6.2. Parameter Concepts7.6.3. Filtering Data with Query Parameters7.6.3.1. Creating a Parameter List7.6.3.2. Multi-Value Parameters7.6.3.3. Cascading Parameters7.6.3.4. Report Parameters7.6.4. Using Stored Procedures7.6.4.1. Filtering Data with Report Parameters7.7. Using Other Data Sources7.7.1. Microsoft Access7.7.1.1. Building a Query in a String Expression7.7.2. Microsoft Excel7.7.3. Oracle P/L SQL7.7.4. SyBase Adaptive Server7.8. Best Practices7.9. Summary
8. Advanced Report Design
8.1. Configuring Headers and Footers8.1.1. Aggregate Functions and Totals8.1.2. Adding Totals to a Table or Matrix Report8.2. Creating Report Templates8.3. Creating Composite Reports8.3.1. Anatomy of a Textbox8.3.2. Padding and Indenting8.3.3. Embedded Formatting8.3.3.1. Embedded HTML Formatting8.3.4. Designing Master/Detail Reports8.3.5. Groups and Data-Set Scope8.3.5.1. Using a List to Combine Report Items and Data Regions8.4. Designing Subreports8.4.1. Federating Data with a Subreport8.4.1.1. Execution and Resource Implications8.5. Navigating Reports8.5.1. Creating a Document Map8.5.2. Links and Drill-through Reports8.5.2.1. Navigating to a Bookmark8.5.2.2. Navigating to a URL8.6. Reporting on Recursive Relationships8.7. Using Expressions and Custom Code8.7.1. Using the Expression Builder8.7.2. Calculated Fields8.7.3. Conditional Expressions8.7.4. IIF() Is Your Friend8.7.5. Using Custom Code8.7.5.1. Why Visual Basic?8.7.5.2. Using Custom Code in a Report8.7.5.3. Using a Custom Assembly8.7.5.4. Custom Assembly Security8.7.5.5. Errors, Warnings, and Debugging Code8.8. Chart Reports8.8.1. Chart Types8.8.2. Column Charts8.8.2.1. Stacked Charts8.8.3. Area and Line Charts8.8.4. Pie and Doughnut Charts8.8.5. Bubble and Stock Charts8.8.6. The Anatomy of a Chart8.9. Chart Design Basics8.9.1. Adding a Data Series8.9.2. Adding a Secondary Axis8.9.3. Using Multiple Chart Areas8.10. Summary
III. Business Intelligence Reporting
9. Reporting with Analysis Services
9.1. Why Analysis Services for Reporting?9.2. Using Reporting Services with Analysis Services Data9.3. Multidimensional Expression Language9.3.1. MDX: Simple or Complex?9.3.2. The MDX Builder9.3.2.1. Creating a Data Source9.3.2.2. Building the Data-Set Query9.3.2.3. Using Parameterized Queries9.3.2.3.1. Slicing the Cube9.3.2.4. Modifying the MDX Query9.3.2.4.1. Building a Query Using the MDX Designer9.3.2.4.2. Building a Query without Using the MDX Designer9.3.2.5. Using Date Parameters9.4. Non-Additive Measures9.4.1. Using the Aggregate Function9.5. MDX Properties and Cube Formatting9.6. Drill-Through Reports9.6.1. Cube Report Actions9.6.2. Parameter Safety Precautions9.7. Best Practices and Provisions9.8. Summary
10. Report Solution Patterns and Recipes
10.1. Reporting Project Requirement Guidelines10.1.1. Key Success Factors10.1.1.1. Solution Scope10.1.2. Reporting on Existing Data Sources10.1.2.1. Reporting on Transactional Sources10.1.3. Building an End-to-End Reporting Solution10.1.3.1. Data Marts and Data Warehouses10.1.3.2. Sample and Test Data10.1.4. Report Specifications10.1.5. Development Phases10.1.5.1. Multiple Reporting Environments10.1.5.2. Multiple Logical Folders and Projects10.1.6. Migrating and Converting Reports10.1.7. Working with the Strengths and Limitations of the Architecture10.2. Report Recipes10.2.1. Multiple Criterion Report Filtering10.2.2. Customizing Gauges with External Images10.2.3. Creating a Business Scorecard10.2.3.1. Executive Dashboards10.2.3.2. Targets and KPIs10.2.3.3. Indicators10.2.3.4. Calculating Variance10.2.4. Reporting on SharePoint 3.0 List Data10.2.5. Report Localization10.2.5.1. Multicultural Considerations10.2.5.2. Creating the External Resource Lookup with .NET10.2.6. Dynamic Grouping10.2.7. Dynamic Fields and Columns10.2.7.1. Dynamically Hiding and Showing a Row or Column10.2.8. Using Advanced and Third-Party Controls for Parameter Selection10.2.9. Creating Sparklines10.2.9.1. Sales Trends10.3. Summary
IV. Enabling End-User Reporting with Report Builder 1.0
11. Report Models
11.1. Getting Started11.1.1. Creating the Report Model Data Source11.1.2. Building a Data Source View11.1.3. Manipulating the Data Source View11.1.3.1. Data Source View Diagrams11.1.3.2. Building Data Source View Relationships11.1.3.3. Using Named Queries in Data Source Views11.1.3.4. Data Source View Code Behind11.2. Building the Report Model11.2.1. Using the Report Model Wizard11.2.2. Working with Reporting Services Report Models11.2.3. Deploying the Report Model11.3. Building Report Models from Analysis Services Databases11.4. Summary
12. Report Builder 1.0
12.1. Report Model Overview12.2. Accessing Report Builder 1.012.3. Building Reports12.3.1. Table Layout12.3.2. Matrix Layout12.3.3. Chart Layout12.4. Formatting Reports12.4.1. Adding Text12.4.2. Adjusting Column Width and Alignment12.4.3. Modifying Font and Background Color12.5. Filtering and Sorting Reports12.5.1. Filtering Reports12.5.2. Sorting Reports12.6. Adding Calculations with Expressions12.7. Administration12.8. The Future of Report Builder 1.012.9. Summary
V. Administering Reporting Services
13. Content Management
13.1. Using Report Manager13.2. Content-Management Activities13.2.1. Folders13.2.2. Shared Data Sources13.2.3. Report Models13.2.4. Reports13.2.5. Report Resources13.2.6. Shared Schedules13.3. Item-Level Security13.4. Content-Management Automation13.4.1. The RS Utility13.4.2. Reporting Services Scripts13.4.3. The RSScripter13.5. Summary
14. Report Server Administration
14.1. Security14.1.1. Account Management14.1.1.1. The Service Account14.1.1.2. The Application Database Account14.1.1.3. The Unattended Execution Account14.1.2. System-Level Roles14.1.3. Surface Area Management14.2. Backup and Recovery14.2.1. Application Databases14.2.2. Encryption Keys14.2.3. Configuration Files14.2.4. Other Items14.3. Monitoring14.3.1. Set-up Logs14.3.2. Windows Application Event Logs14.3.3. Trace Logs14.3.4. Execution Logs14.3.5. Performance Counters14.3.6. Server Management Reports14.4. Configuration14.4.1. Memory Management14.4.2. URL Reservations14.4.3. E-mail Delivery14.4.4. Rendering Extensions14.4.5. My Reports14.5. Summary
VI. Reporting Services Integration and Custom Programming
15. Integrating Reports into Custom Applications
15.1. URL Access15.1.1. URL Syntax15.1.2. Accessing Reporting Services Objects15.1.2.1. Folders15.1.2.2. Data Sources15.1.2.3. Resources15.1.2.4. Reports15.1.3. Reporting Services URL Parameters15.1.3.1. Parameter Prefixes15.1.3.1.1. rs Prefix15.1.3.1.2. rc Prefix15.1.3.1.3. rv Prefix15.1.3.1.4. dsu and dsp Prefixes15.1.3.2. Parameters15.1.3.2.1. Command Parameter15.1.3.2.2. Format Parameter15.1.3.2.3. Setting Device Information15.1.4. Passing Report Information through the URL15.1.4.1. Report Parameters15.1.4.2. Rendering Snapshot History15.1.4.3. URL Rendering Summary15.2. Programmatic Rendering15.2.1. Common Scenarios15.2.1.1. Custom Security15.2.1.2. Server-Side Parameters15.2.2. Rendering through Windows15.2.2.1. Building the Application Interface15.2.2.2. Setting up the Web Services15.2.2.3. Retrieving Report Information15.2.2.4. Retrieving Report Parameters15.2.2.5. Rendering a Report to a File on the Filesystem15.2.2.6. Rendering a Report to the Filesystem Summary15.2.3. Rendering to the Web15.2.3.1. Using Integrated Windows Authentication15.2.3.2. Modifying the web.config File15.2.3.3. Confirming ASP.NET 2.015.2.3.4. Setting up the Report Execution Web Service15.2.3.5. Rendering to the Response Object15.3. Using the MicrosoftReportViewer Control15.3.1. Embedding a Server-Side Report in a Windows Application15.4. Summary
16. Integrating Reports with SharePoint
16.1. The SharePoint Technologies16.1.1. Windows SharePoint Services (WSS)16.1.2. Microsoft Office SharePoint Server (MOSS)16.1.3. SharePoint Web Parts16.2. Native Mode16.2.1. Installation16.2.2. Report Viewer16.2.3. Report Explorer16.3. Integrated Mode16.3.1. Installation/Configuration16.3.2. Publishing Reports16.3.2.1. WSS 3.0 and MOSS 2007 Standard Edition16.3.2.2. MOSS 2007 Enterprise Edition16.3.3. SharePoint Site Settings16.3.4. Report Models16.3.5. Report Builder 1.016.3.6. Report Management16.3.7. SQL Server Reporting Services Report Viewer for Integrated Mode16.4. Architecture16.5. Native Mode versus Integrated Mode16.6. Summary
17. Extending Reporting Services
17.1. Extension through Interfaces17.1.1. What Is an Interface?17.1.2. Interface Language Differences17.1.3. Data Processing Extensions — A Detailed Look17.2. Creating a Custom Data Processing Extension17.2.1. The Scenario17.2.2. Creating and Setting up the Project17.2.3. Creating the DataSetConnection Object17.2.3.1. Variable Declarations17.2.3.2. Constructors17.2.3.3. Implementing IDbConnectionExtension17.2.3.4. Impersonate Property17.2.3.5. IntegratedSecurity Property17.2.3.6. UserName and Password Properties17.2.3.7. Implementing IDbConnection17.2.3.8. BeginTransaction Method17.2.3.9. CreateCommand Method17.2.3.10. Open Method17.2.3.11. Close Method17.2.3.12. ConnectionString Property17.2.3.13. ConnectionTimeout Property17.2.4. Creating the DataSetParameter Class17.2.4.1. Declarations17.2.5. Implementing IDataParameter17.2.5.1. ParameterName Property17.2.5.2. Value Property17.2.6. Creating the DataSetParameterCollection Class17.2.6.1. Namespaces17.2.6.2. Implementing IDataParameterCollection17.2.7. Creating the DataSetCommand Class17.2.7.1. Variable Declarations17.2.7.2. Constructors17.2.7.3. Implementing IDbCommand17.2.7.4. Cancel Method17.2.7.5. ExecuteReader Method17.2.7.6. CommandText Property17.2.7.7. CommandTimeout Property17.2.7.8. CommandType Property17.2.7.9. CreateParameter Method17.2.7.10. Parameters Property17.2.8. Creating the DataReader Object17.2.8.1. Declarations17.2.8.2. Implementing IDataReader17.2.8.3. GetFieldType Method17.2.8.4. GetName Method17.2.8.5. GetOrdinal Method17.2.8.6. GetValue Method17.2.8.7. Read Method17.2.8.8. FieldCount Property17.2.9. Installing the DataSetDataProcessing Extension17.2.9.1. Server Installation17.2.9.2. Server Security Configuration17.2.9.3. WorkStation Installation17.2.9.4. WorkStation Security Configuration17.2.10. Testing the DataSetDataExtension17.3. Summary
A. RDL Object Model
A.1. Editing Report RDL FilesA.2. Upgrading a Report from Previous RDL Versions ProgrammaticallyA.3. Summary
B. T-SQL Command Syntax Reference
B.1. T-SQL Commands, Clauses, and PredicatesB.1.1. WITHB.1.2. SELECTB.1.3. SELECT TOPB.1.4. SELECT INTOB.1.5. FROMB.1.6. WHEREB.1.7. GROUP BYB.1.8. WITH ROLLUPB.1.9. BY ROLLUPB.1.10. WITH CUBEB.1.11. BY CUBEB.1.12. HAVINGB.1.13. UNIONB.1.14. EXCEPT and INTERSECTB.1.15. ORDER BYB.1.16. COMPUTE and COMPUTE BY ClausesB.1.17. FOR ClauseB.1.18. OPTION ClauseB.1.19. CASEB.1.20. INSERTB.1.21. UPDATEB.1.22. DELETEB.1.23. DECLARE @local_variableB.1.24. SETB.1.25. LIKEB.1.26. ALTER TABLEB.1.27. PIVOT OperatorB.1.28. UNPIVOT OperatorB.1.29. CREATE DATABASEB.1.30. CREATE DEFAULTB.1.31. CREATE PROCEDUREB.1.32. CREATE RULEB.1.33. CREATE TABLEB.1.34. CREATE TRIGGERB.1.35. CREATE VIEWB.1.36. CREATE SCHEMAB.1.37. CREATE PARTITION FUNCTIONB.1.38. CREATE PARTITION SCHEMEB.2. Script Comment ConventionsB.3. Reserved WordsB.3.1. ODBC Reserved WordsB.3.2. Future Reserved Words
C. T-SQL System Variables and Functions
C.1. System Global VariablesC.1.1. ConfigurationC.1.2. CursorC.1.3. SystemC.1.4. System StatisticalC.2. System FunctionsC.2.1. AggregationC.2.2. ChecksumC.2.3. ConversionC.2.4. CryptographicC.2.5. CursorC.2.6. Date and TimeC.2.7. Image/TextC.2.8. Error HandlingC.2.9. MathematicalC.2.10. MetadataC.2.11. RankingC.2.12. RowsetC.2.13. SecurityC.2.14. String ManipulationC.2.15. SystemC.2.16. System Statistical
D. MDX Reference
D.1. Object IdentifiersD.2. Reserved KeywordsD.3. Member ReferencesD.4. SetsD.5. TuplesD.6. The SELECT StatementD.6.1. Axis DefinitionsD.6.2. The WHERE ClauseD.6.3. The FROM ClauseD.6.4. The WITH ClauseD.6.5. ParametersD.7. MDX Functions and KeywordsD.7.1. KeywordsD.7.2. KPI FunctionsD.7.3. Metadata FunctionsD.7.4. Navigation FunctionsD.7.5. Other FunctionsD.7.6. Set FunctionsD.7.7. Statistical FunctionsD.7.8. String FunctionsD.7.9. Time FunctionsD.7.10. UI FunctionsD.7.11. Value Functions

Content preview from Professional Microsoft® SQL Server® 2008 Reporting Services

Chapter 16. Integrating Reports with SharePoint

This chapter explores the integration of SQL Server 2008 Reporting Services with the SharePoint technologies. In recent years, SharePoint has become a web portal centerpiece for collaboration and information sharing. As a result, Microsoft has tightly integrated their reporting solution with the SharePoint technologies.

Integration of SQL Server 2008 Reporting Services and SharePoint allows for a user to navigate to their intranet portal and have instant access to company information as well as personalized business reports and key performance indicators (KPIs). The reports can be embedded directly into web portal pages for seamless integration for the user.

SQL Server 2008 Reporting Services can be installed in either Native mode or SharePoint Integrated mode. In Native mode, a user would interact with Reporting Services using two web parts (Report Explorer and Report Viewer). In Integrated mode, SharePoint takes over all the duties of the Report Manager as well as adds SharePoint document management values such as a consistent and user-friendly experience, versioning, security trimming, alerts, enterprise search, and, when properly configured, the meeting of regulatory compliance requirements, to just name a few.

This chapter covers:

A brief overview of the SharePoint technologies, including Windows SharePoint Services, Microsoft Office SharePoint Server, and SharePoint web parts
SharePoint integration with SQL Server Reporting Services ...

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by Paul Turley, Thiago Silva, Bryan C. Smith, Ken Withee

Chapter 16. Integrating Reports with SharePoint

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