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    MS SQL Reporting Services 2005

    By : Sandip Shinde

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    Questions Needing Answers

    What is Reporting Services? Why Reporting Services?

    Comparisons to Other Reporting Tools

    How is RS licensed? What does RS cost?

    How does RS work with Other Database?

    Hardware and Software Requirements and Configurations

    How to Create and Deploy reports?

    How it embed Reporting Services into other application?

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    What is Reporting Services?

    SQL Server 2005 Reporting Services is a server-based reportingplatform that you can use to create and manage tabular, matrix,graphical, and free-form reports that contain data from relational andmultidimensional data sources. The reports that you create can beviewed and managed over a World Wide Web-based connection.

    Reporting Services includes the following core components: A complete set of tools that you can use to create, manage,

    and view reports.

    A Report Server component that hosts and processes reportsin a variety of formats. Output formats include HTML, PDF,TIFF, Excel, CSV, and more.

    An API that allows developers to integrate or extend data andreport processing in custom applications, or create customtools to build and manage reports.

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    Why Reporting Services?

    Supports a wide range of common data sources, such as OLEDB and Open Database Connectivity (ODBC),

    Multiple output formats such as familiar Web browsers andMicrosoft Office System applications.

    Implements a flexible, role-based security model to protect

    reports and reporting resources with Active Directory. Provides Web Service interface to interact/embed with other

    applications

    Using Microsoft Visual Studio .NET and the Microsoft .NETFramework, developers can leverage the capabilities of their

    existing information systems and connect to custom datasources, produce additional output formats, and deliver to avariety of devices.

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    With Active Directory Report Execution

    OLE DB/ODBCActive Directory

    (Account +Authorization)

    UsersReporting Services

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    An Integrated Architecture

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    Reporting Life Cycle

    Reporting platforms can be evaluated by their support for thefollowing areasauthoring, management, and delivery.

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    Reporting Life Cycle - Authoring

    The authoring phase is concerned with the actual development.Authoring generally includes the following features:

    Connecting to a data source

    Writing database queries

    Creating report layout

    Creating report parameters

    Setting report properties such as height and width

    These capabilities are important for the initial development of the

    report. They must be flexible enough to handle diverse reportingneeds and structured enough to be easy to use.

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    Reporting Life Cycle - Management

    After developing the report, you move into the managementphase, which is concerned with setting properties of reportsspecific to the production environment. These properties include:

    Data source connection information

    Default parameter values

    Security permissions

    Report caching

    Report execution schedules

    Report delivery schedules

    Management phase is generally performed by the administrators.Most of the user access to reports is defined in this phase.

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    Reporting Life Cycle - Delivery

    The delivery phase looks at how reports get to the end users.Delivery includes:

    Providing an end user interface for browsing reports

    Publishing reports on a specific schedule

    Delivering reports to end users

    A common concept in reporting platforms is push/pull delivery.

    Pushdelivery constitutes the reports that are sent to the user.

    Pull delivery constitutes reports that can be accessed on-demand by the user . Users are required to take the effort to getthe report information. The report could be emailed to therequestor of the report, or published to a specified file share.

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    Reporting Needs

    Enterprise ReportingUsing Reporting Services, corporate IT staff can design avariety of reports and deploy them to individuals throughoutthe enterprise.

    Ad-hoc Reporting

    New ad-hoc reporting tool that enables business users tocreate their own reports and explore corporate data withoutdeep technical understanding of the underlying data sources.

    Embedded ReportingAccess predefined or ad-hoc reports from third-partyapplications that use Reporting Services and use thesereports as-is, customize them, or create new ones for specificbusiness needs.

    Web-based ReportingWeb-based reports to deliver information to customers orpartners over intra-net or the Internet.

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    Comparisons to Other Reporting Tools

    We will take at simple comparison with Crystal Reports

    Feature Crystal Reports XI Reporting Services

    Version 11.0 1.0

    File Format Binary (.RPT)

    Uses SDKs to access objects

    XML (.RDL)

    Editable with Notepad

    Designer Interface Banded Object based

    License Cost Need to purchase CR Server Free with SQL Server 2005

    Data Connectivity Single point of entry Shared data sources

    Table Object Not Supported Supported

    Formatting Precise HTML focused

    Formula Library 50+ financial functions4 dozen date functions

    13 financial functionsHalf dozen date functions

    Sub-reports One level deep 20 levels deepObject based reporting improves on sub-reports

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    SQL Server License

    SQL Server License includes all following features RDBMS;

    OLAP/Data warehouse;

    Management Tools;

    Integrated Security;

    Reporting Services;

    Notification Services;

    More

    These features are not priced separately

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    Hardware and Software Requirements

    The hardware system requirements for Reporting Services arevery similar to those for SQL Server.

    Hardware Requirements

    Processor

    Pentium III-compatible processor or higher

    Minimum: 600 MHz Recommended: 1 GHz or higher

    RAM

    Minimum: 512 MB

    Recommended: 1 GB or more

    Maximum: Operating system maximum

    Disk Space requirement for Reporting Services and ReportManager is 120 MB

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    Hardware and Software Requirements Cont.....

    Software Requirements Microsoft Windows 2000, 2003 & XP

    SQL Server 2005

    (Reporting Services components installed)

    Internet Information Server (IIS) 5.0 +

    Microsoft Framework 2.0

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    Reporting Services Configuration

    Default Configuration will place the Report Manager, ReportingServices, and the Report Server database on the same physicalserver, but this configuration is not a requirement. Thesecomponents may be installed on three separate servers.

    The Report Server and the Report Manager servers must berunning Internet Information Services (IIS) 5.0 or higher withASP.NET, and the .NET Framework 2.0 or higher. The ReportServer Database requires any edition of SQL Server 2005.

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    Reporting Services Configuration Cont.....

    Report Server Configuration Options

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    Reporting Services Configuration Cont.....

    To configure a Reporting Services, you must have thefollowing:

    Local system administrator permissions on the computer thathosts the report server you want to configure. If you areconfiguring a remote computer, you must have local system

    administrator permissions on that computer as well.

    You must have permission to create databases on the SQLServer Database Engine used to host the report server

    database.

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    Reporting Services Configuration Cont.....

    Server Status This verify the status of the Report Server Windows Service

    Create and Configure Virtual Directories

    The Report Server and Report Manager are ASP.NET applicationsaccessed through URLs. The Report Server URL provides accessto the Simple Object Access Protocol (SOAP) endpoints of the

    report server. The Report Manager URL is used to launch Report Manager.

    Each URL includes a virtual directory that you specify in theReporting Services Configuration tool. You can choose the defaultWeb site or another Web site for the virtual directories.

    Configure Service Accounts

    Reporting Services requires service accounts to run the ReportServer Web service and Microsoft Windows service.

    Web Service cannot be configured on XP & 2000 Servers.

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    Reporting Services Configuration Cont.....

    Create and Configure the Report Server Database The report server is a stateless server that requires a SQL Server

    database for internal storage.

    We can use the Reporting Services Configuration tool to create andconfigure a connection to the report server database.

    Manage Encryption Keys and Initialization Reporting Services uses a symmetric key to encrypt and decrypt

    sensitive data such as stored credentials and database connectioninformation.

    Configure E-Mail Delivery

    Reporting Services includes a report server e-mail deliveryextension that allows report subscribers to get reports delivered toan electronic mailbox.

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    Reporting Services Configuration

    Reporting Services Configuration Demo

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    Report Features

    Relational, multidimensional, and XML data sourcesCreate reports that use relational and multidimensional data from

    SQL Server and Analysis Services. .NET Framework data providersto get data from Oracle and other databases. ODBC and OLE DBproviders are also supported. XML data processing extension toretrieve data from any XML data source. Custom data extensions isalso new feature

    Tabular, matrix, chart, and free-form report layouts

    Build tabular reports for column-based data, matrix reports for

    summarized data, chart reports for graphical data, and free-formreports for everything else. Free-form report layout is based on dataregions, which enclose controls and fields in a container that canmove, nest, or arrange in a side-by-side layout. Combine tabular,matrix, and charted information in a single report.

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    Report Features Cont

    Ad hoc reportsYou can create and save reports directly to a report server using aClickOnce application called Report Builder. Ad hoc reporting issupported through a thin client that is downloaded from the reportserver.

    Drill-through reports and interactivity

    You can add interactive features by providing links to related reportsand reports that provide supporting details. You can add scriptedexpressions in Microsoft Visual Basic.

    Parameterized reports

    You can add parameters to refine a query or filter a dataset.

    Dynamic parameters get values at run time based on userselections (the selection of one parameter builds the value list for asecond parameter)

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    Report Features Cont

    Presentation formatsChoose a presentation format when you open the report, or after

    you open the report. You can choose Web-oriented, page-oriented,and desktop application formats. Formats include HTML, MHTML,PDF, XML, CSV, TIFF, and Excel.

    Custom controls or report items

    You can embed custom controls or report items that you create or

    purchase from a third-party vendor. A custom control requires acustom report processing extension.

    Navigation

    You can add bookmarks and document maps to provide navigationoptions within a large report.

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    Report Features Cont

    AggregationsYou can aggregate and summarize data using controls andexpressions. Aggregates include sum, average, min, max, count,and running totals.

    Graphical elements

    You can embed or reference images and other resources thatcontain external content.

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    Report and Model Design

    Report DesignerUse Report Designer to work with data, define a layout, preview areport, and publish a report to a test or production server. ReportDesigner includes query builders, an expression editor, and wizardsso that you can follow step-by-step instructions to create a report.Report Designer also supports advanced reporting features forprofessional report designers who understand query languages andexpression languages.

    Model DesignerCreate models that support ad hoc reporting in Reporting Services.You can generate models automatically based on an existingschema or view, refine the model, and then publish it to a reportserver.

    Report BuilderCreate ad hoc reports using templates and pre-organized data andsave them directly to a report server. Reports that you create inReport Builder can be accessed, distributed, and managed just asyou would any other report.

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    Designing & Creating Reports

    Ways to Create Reports Report Designer

    Report Builder

    Reports are published to a report server as report definition

    (.rdl) files. Because a report definition is an XML document.

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    Working with Data in Reporting Services

    Data SourcesA Reporting Services data source definition containsinformation about a connection to a data source. Followingare two types:

    Report-specific

    Shared Datasets

    A Reporting Services dataset contains a data sourcedefinition, a query of the data source and a resulting fieldslist, and possibly parameters, calculated fields, and collation

    and other character sensitivity information to be used by areport.

    Fields

    Each dataset in a report contains a collection of fields.

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    Report Layout and Rendering

    RenderingWhen you run a report, the report server combines the layoutfrom the report definition with the data from the data source,and renders the report in a specified format.

    PaginationPagination in a report is determined by the page size of thereport and any page breaks placed on report items.Rendering extensions that support page size, such as imageand PDF, format the data in the report to fit within each page

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    Working with Report Items

    Text Box Image

    Line

    Rectangle

    Sub Report

    A sub report is an item in a report that points to another report onthe report server

    Item Properties

    All items in a report, including groups, table and matrix columns androws, and the report itself, have associated properties. Theseproperties govern the appearance and behavior of the item.

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    Data Regions

    TableA table is a data region that presents data row by row. Tablecolumns are static. Table rows expand downwards to accommodatethe data.

    MatrixA matrix is also known as a crosstab. A matrix data region containsboth columns and rows that expand to accommodate the data. A

    matrix can have dynamic columns and rows and static columns androws. List

    A list is a data region that presents data arranged in a freeformfashion. You can arrange report items to create a form with textboxes, images, and other data regions placed anywhere within thelist.

    ChartA chart presents data graphically.

    Nested Data RegionsYou can nest data regions within other data regions.

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    User Interaction in Reports

    Parameters

    Use report parameters to obtain values from the user. These valuescan be passed to a parameter in a query, passed to a filter, or usedin expressions within the report.

    Filters

    Filters to filter report data after it has been retrieved from the data

    source. You can place filters on datasets and data regions. Links

    Add links to a report. When you add a link to a text box, image, orchart element, you can specify one of three types of links:

    A drillthrough report link provides a link to another report on thereport server, and can pass parameter values to the report.

    A link to a URL provides a link to a Web page, typically outsidethe report server.

    A bookmark link provides a link to a bookmark, or anchor, withinthe current report.

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    User Interaction in Reports Cont

    Hiding ItemsEach item in a report has a set of properties that determinewhether the item is visible or hidden.

    Document Map

    Another way a user can interact with a report is through a

    document map. In HTML Viewer, a document map appearsas a table of contents next to the report.

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    Designing & Creating Reports

    Designing & Creating Reports Demo

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    Report Deployment

    MS Visual Studio

    Reports are authored and deployed With MS Visual Studio

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    Report Deployment Cont

    If you dont have rights to deploy reports from Visual Studio

    then Administrator can deploy reports to Report Server withReport Manager using Upload File functionality.

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    Report Manager

    Report Manager is the main management tool for Reporting Services. Itprovides the following functionality: Report Management

    Uploading RDL files Managing folder hierarchies Setting data source credentials Managing default parameter values Creating linked reports Creating execution snapshots Setting caching options

    Security Setting server-level and item-level security

    Defining Reporting Services Roles Assigning Windows Users and Groups to roles

    Report delivery Viewing reports Exporting reports to different rendering formats Defining report subscriptions

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    Reporting ServicesWeb Service

    Open StandardsOne of the most widely adopted standards for sending information is

    Hypertext Transfer Protocol(HTTP) which is the default standard forweb communication. It has the ability to send information back andforth between remote machines and has a huge implementationbase. All major platforms today support sending information via this

    protocol.

    Visual Studio .NET Integration

    Although Visual Studio .NET makes it easy to work with web

    services, it is not the only development option. Because webservices are built on open standards, any development tool

    supporting these standards can be used to work with them.

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    Reporting ServicesWeb Service Cont

    Here is a list of just a few things available through the Reporting ServiceWeb Service.

    Rendering reports through various rendering extensions

    Publishing reports programmatically

    Creating snapshot reports

    Adding snapshot reports to history

    Creating subscriptions

    Modifying data sources

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    Reporting ServicesWeb Service Cont

    There are two web services available to interact with Report Server

    ReportExecution2005

    The Reporting Services Execution web service allows developers toprogrammatically process and render reports from a Report Server.

    ReportService2005

    The RSManagementService2005 web service allows developers toprogrammatically manage objects in a Report Server.

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    Report Execution

    By following ways we can execute deployed reports on reportserver.

    URL

    Report Viewer

    SOAP API Call

    Sample URL

    http:///Reports/Pages/Report.aspx?ItemPath=%2f

    AdventureWorks+Sample+Reports%2fProduct+Catalog

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    Report Execution

    Report Execution Demo

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    Reporting Service Ad-hoc Architecture

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    Reporting Service Ad-hoc Components

    Model DesignerBusiness users need not be familiar with the technicalaspects of the database schema to generate an ad-hoc report; instead,developers design and implement one or more ad-hoc models thatabstract the underlying data source schema. To design the ad-hocmodel, you use the Model Designer, which is one of several RSdesigners provided by the new Business Intelligence DevelopmentStudio. When the model is ready, you publish it to the report catalog to

    make it available to end users.

    Report ManagerYou manage published ad-hoc models just like anyother RS resource. For example, the report administrator can defineWindows-based or Forms-based authentication security policies toenforce secured access to the model. To facilitate report and model

    management, RS provides a separate Web-based application calledReport Manager, or administrators can use the new SQL ServerManagement Studio, which centralizes management of SQL Server,Reporting Services, Analysis Services, and Integration Servicesinstallations.

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    Reporting Service Ad-hoc Components Cont

    Report BuilderEnd users use Report Builder to create reportsagainst the ad-hoc model. The Report Builder is implemented asa .NET Windows Form application. The Report Server machinehosts the Report Builder assembly, distributing it to end users viathe "click-once" technology forthcoming with .NET 2.0. As part ofthe deployment process, the Report Builder detects andoptionally installs the .NET 2.0 framework if it is not alreadypresent on the target machine.

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    Ad- Hoc Model

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    Components of the Ad-Hoc Model

    Data Source

    The data source layer represents the connection to the underlyingdata source.

    Data Source View (DSV)

    A DSV is a metadata logical layer that isolates the ad-hoc modelfrom the data source schema. A DSV lets you use an existing data

    source schema but augment it to meet your ad-hoc reporting needs.

    Semantic Model

    The RS semantic model is very similar to the Object Role Modeling

    (ORM) methodology. The main focus of the ORM methodology is tomodel the database schema in a way that business users can

    understand and verify against their requirements.

    http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dv_vstechart/html/vstchvsea_ormoverview.asphttp://msdn.microsoft.com/library/default.asp?url=/library/en-us/dv_vstechart/html/vstchvsea_ormoverview.asp
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    Semantic Model Definition Language

    The RS semantic model uses an XML-based grammar called SemanticModel Definition Language (SMDL). The semantic model defines thefollowing main objects:

    EntitiesAn entity object consists of fields which could be either attributesorroles, described in more detail below. Each entity object has thefollowing properties:

    IdentifyingAttributesSpecifies the attribute(s) that identify uniquely theinstance of the entity.

    SortAttributesSpecifies the attribute(s) by which this entity will be sorted.

    DefaultDetailAttributesSpecifies which attribute(s) which will be displayedby default when the entity is dragged and dropped to the Report Builderreport canvas.

    DefaultAggregateAttributesSpecifies which attribute(s) the entity shouldaggregate upon.

    Attributes

    An attribute corresponds to a DSV column or a named calculation.

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    Reporting Service - Ad-hoc Reports

    Ad- hoc Report Demo

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    MS SQL Reporting Services 2005

    Questions..??

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    MS SQL Reporting Services 2005

    Thank You