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 DELIVERY SharePoint Server Reports Excel Dashboards Workbooks Analytic Views Scorecards Plans END USER TOOLS AND PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server BI PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server DBMS SQL Server Integration Services The Microsoft BI Platform SQL Server 2008 Integrate Store Analyze Report 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 Table + Matrix Customer Growth 2001 Retail Acme Nadir, Inc. 19% Acme Nadir, Inc. 322% Wholesale ABC Corp. Wholesale ABC Corp. 19% XYZ, Ltd. 322% Grand Total Retail 56% XYZ, Ltd. Grand Total 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 Rich Visualizations Chart Types Rich Visualizations Gauge Types 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 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 – Can be reused by end users building reports in Report Builder 3.0 Report Development Demo 2 • Report Builder 3.0 • Shared Report Parts • Shared Datasets INTRODUCTION TO SSRS • Report Development • Report Delivery • 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 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 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 Report Delivery Demo • My Reports • My Subscriptions INTRODUCTION TO SSRS • 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 Report Linked 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 INTRODUCTION TO SSRS • 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 display reports rendering to multiple formats 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/datavisualization-done-right-project-crescent.aspx INTRODUCTION TO SSRS • 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