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SQL Server 2016 Reporting Services Cookbook

Book Description

Create interactive cross-platform reports and dashboards using SQL Server 2016 Reporting Services

About This Book

  • Get up to speed with the newly-introduced enhancements and the more advanced query and reporting features
  • Easily access your important data by creating visually appealing dashboards in the Power BI practical recipe
  • Create cross-browser and cross-platform reports using SQL Server 2016 Reporting Services

Who This Book Is For

This book is for software professionals who develop and implement reporting solutions using Microsoft SQL Server. It is especially relevant for professionals who are software engineers, software architects, DW/BI engineers, and DW/BI architects who perform simple to complex report authoring implementations.

This book is also suitable for those who develop software solutions that integrate reporting solutions and are keen to learn about Microsoft SQL Server 2016’s features and capabilities.

What You Will Learn

  • Key capabilities, architecture, and components of Reporting Services
  • New features that have been added to Reporting Services
  • Design the architecture for reporting solutions
  • Design the architecture for BI solutions
  • Implement reporting solutions using Reporting Services
  • Improve the performance, availability, and scalability of the reporting solution
  • Enhance reporting solutions with custom programming and improved security

In Detail

Microsoft SQL Server 2016 Reporting Services comes with many new features. It offers different types of reporting such as Production, Ad-hoc, Dashboard, Mash-up, and Analytical. SQL Server 2016 also has a surfeit of new features including Mobile Reporting, and Power BI integration.

This book contains recipes that explore the new and advanced features added to SQL Server 2016. The first few chapters cover recipes on configuring components and how to explore these new features. You’ll learn to build your own reporting solution with data tools and report builder, along with learning techniques to create visually appealing reports. This book also has recipes for enhanced mobile reporting solutions, accessing these solutions effectively, and delivering interactive business intelligence solutions. Towards the end of the book, you’ll get to grips with running reporting services in SharePoint integrated mode and be able to administer, monitor, and secure your reporting solution.

This book covers about the new offerings of Microsoft SQL Server 2016 Reporting Services in comprehensive detail and uses examples of real-world problem-solving business scenarios.

Style and approach

This comprehensive cookbook follows a problem-solution approach to help you overcome any obstacle when creating interactive, visually-appealing reports using SQL Server 2016 Reporting Services. Each recipe focuses on a specific task and is written in a clear, solution-focused style.

Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

Table of Contents

  1. SQL Server 2016 Reporting Services Cookbook
    1. SQL Server 2016 Reporting Services Cookbook
    2. Credits
    3. About the Authors
    4. About the Reviewers
    5. www.Packtpub.com
      1. Why subscribe?
    6. Preface
      1. What this book covers
      2. What you need for this book 
      3. Who this book is for 
      4. Sections
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. There's more…
        5. See also
      5. Conventions
      6. Reader feedback
      7. Customer support
        1. Downloading the example code
        2. Downloading the color images of this book
        3.  Errata
        4. Piracy
        5. Questions
    7. 1. Getting It Ready – Configuring Reporting Services
      1. Introduction
      2. Selecting the edition
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      3. Installing Reporting Services with default configurations
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Installing Reporting Services-related tools
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      5. Accessing Reporting Services Configuration Manager
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Configuring the service account of Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      7. Configuring Reporting Services URLs
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      8. Configuring the Reporting Services database
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      9. Executing post-installation tasks
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
    8. 2. Authoring Reports with SQL Server Data Tools
      1. Introduction
      2. The designer tool - exploring SSDT
        1. Getting ready
        2. How to do it...
        3. How it works...
      3. Visual Studio 2015 support
        1. Getting ready
        2. How to do it...
        3. How it works...
      4. Creating reports with a table data region
        1. Getting ready...
        2. How to do it...
        3. How it works...
        4. There's more...
      5. Creating reports with a matrix data region
        1. Getting ready
        2. How to do it...
        3. How it works...
      6. Creating reports with a chart data region
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more....
      7. Managing and configuring parameters
        1. Getting ready
        2. How to do it...
        3. How it works...
    9. 3. Advanced Report Authoring with SQL Server Data Tools
      1. Introduction
      2. Creating reports with multiple axis charts
        1. Getting ready
        2. How to do it...
        3. How it works...
      3. Creating reports with multiple data regions
        1. Getting ready
        2. How to do it...
        3. How it works...
      4. Creating reports with nested data regions
        1. Getting ready
        2. How to do it...
        3. How it works...
      5. Creating reports with a map data region
        1. Getting ready
        2. How to do it...
        3. How it works...
      6. Creating reports with cascading parameters
        1. Getting ready
        2. How to do it....
        3. How it works...
      7. Creating reports with dynamic datasets
        1. Getting ready
        2. How to do it...
        3. How it works...
      8. How to publish reports
        1. Getting ready
        2. How to do it...
        3. How it works...
      9. How to view the XML code related to reports
        1. Getting ready
        2. How to do it...
        3. How it works...
    10. 4. Authoring Reports with Report Builder
      1. Introduction
      2. Is this for a developer or business user?
        1. Getting ready...
        2. How to do it...
        3. How it works...
      3. Enhancements to Report Builder
        1. Getting ready...
        2. How to do it...
        3. How it works...
      4. Connecting Report Builder to Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
      5. How to design reports with the wizard
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      6. How to design reports manually
        1. Getting ready...
        2. How to do it...
        3. How it works...
      7. Working with published data sources
        1. Getting ready
        2. How to do it...
        3. How it works...
      8. Working with published datasets
        1. Getting ready
        2. How to do it...
        3. How it works...
      9. How to publish reports to Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
      10. Working with published report parts
        1. Getting ready
        2. How to do it...
        3. How it works...
      11. Changing reports published in Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
    11. 5. Improving User Experience – New Designing and Visualization Enhancements
      1. Introduction
      2. Positioning parameters
        1. Getting ready
        2. How to do it...
        3. How it works...
      3. Visualizing data with modern styles
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      4. Visualizing data with the TreeMap data region
        1. Getting ready
        2. How to do it...
        3. How it works...
      5. Visualizing data with the Sunburst data region
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      6. Integrating R with Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    12. 6. Authoring Reports with the Mobile Report Publisher
      1. Introduction
      2. Understanding the new Mobile Report Publisher
        1. Getting ready
        2. How to do it...
        3. How it works...
      3. How to create a mobile report
        1. Getting ready
        2. How to do it...
        3. How it works...
      4. Using simulated data
        1. Getting ready
        2. How to do it...
        3. How it works...
      5. Setting up data sources
        1. Getting ready
        2. How to do it....
        3. How it works...
      6. How to use datasets for mobile reporting
        1. Getting ready
        2. How to do it...
        3. How it works...
      7. Understanding mobile report graphical elements
        1. Getting ready
        2. How to do it...
        3. How it works...
      8. Understanding the mobile report layout
        1. Getting ready
        2. How to do it...
        3. How it works...
      9. Configuring navigators
        1. Getting ready
        2. How to do it...
        3. How it works...
      10. Configuring parameters for drill-through reports
        1. Getting ready
        2. How to do it...
        3. How it works...
    13. 7. Consuming Reports – Report Access Enhancement
      1. Introduction
      2. Exploring the new Web Portal
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      3. Managing reports with the Web Portal
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      4. Viewing reports on any web browser
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      5. Caching the report
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      6. Refreshing the cache
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      7. Creating a KPI with predefined values
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      8. Creating a KPI with shared datasets
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      9. Customizing the look-and-feel of the Web Portal
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      10. Printing reports with the PDF rendering extension
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      11. Embedding reports in other applications
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    14. 8. Reporting Solutions for BI – Integration
      1. Introduction
      2. Making Reporting Services as a part of BI
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Creating a report using Multidimensional models
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      4. Getting formatting from the Multidimensional model
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      5. Getting aggregated values from the Multidimensional model
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      6. Creating a report using Tabular models
        1. Getting ready
        2. How to do it...
        3. How it works...
      7. Connecting to the HDInsight cluster and getting unstructured data
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    15. 9. SharePoint Integration
      1. Introduction
      2. Configuring SharePoint for Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
      3. Handling security with SharePoint
        1. Getting ready
        2. How to do it...
          1. Adding a user to your SharePoint site
          2. Altering permissions to a document library
          3. Altering permissions to a specific report item
          4. Removing a user's permissions from a report
        3. How it works...
        4. There's more...
      4. Creating dashboards using Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
      5. Configuring e-mail with SharePoint
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      6. Configuring subscriptions
        1. Getting ready
        2. How to do it...
        3. How it works...
      7. Configuring data alerts
        1. Getting ready
        2. How to do it...
        3. How it works...
    16. 10. Administering and Managing Reporting Services
      1. Introduction
      2. Managing data sources
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      3. Assigning configured data sources to published reports
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      4. Caching reports
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      5. Creating snapshots of reports
        1. Getting ready
        2. How to do it...
        3. How it works...
      6. Backing up Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      7. Monitoring Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
    17. 11. Securing Reports in Reporting Services
      1. Introduction
      2. Authenticating users for Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
      3. Becoming a Report Portal System Administrator
        1. Getting ready
        2. How to do it...
        3. How it works...
      4. Authorizing users for accessing reports via SSRS roles
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      5. Creating new roles in Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
      6. Editing existing roles in Reporting Services
        1. Getting ready
        2. How to do it...
        3. How it works...
      7. Filtering data for the current user
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      8. Handling security on shared data sources
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      9. Securing the channel using certificates
        1. Getting ready
        2. How to do it...
        3. How it works...
    18. 12. Custom Programming and Integration to .NET Applications
      1. Introduction
      2. Adding embedded codes to reports
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      3. Referencing external .NET assemblies
        1. Getting ready
        2. How to do it...
        3. How it works...
      4. Opening reports using URL access
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      5. Using ReportViewer control for accessing reports
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...