Welcome!

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1 Welcome! 1

2 Agenda SQL SERVER 2008 R2 Reporting Services Maps, Spark Lines, KPI, Data Bars Report Parts Gallery Pivot Viewer & Reporting Services SSRS inside SharePoint SharePoint Integrated Mode Reporting Services 2012 PowerView Data Alerts SQL Azure Reporting המטרה (זה השקף היחיד בעברית) להכיראתהיכולותשל SSRS ולדעתמתינכון ומתאיםלהשתמשבכלי. להכיר את הכלים המשרתים אותנו בעבודה עם SSRS לראות כל מידי דברים חדשים ויישום שלהם. לדעת לייצר דוחות בצורה נכונה יעילה ומהירה לראות דוגמאות אותן אפשר ורצוי לנסות בבית 2

3 Lets get started For now lets just Understanding Business Intelligence Introducing Microsoft BI Solution Development It s so important to choose the right tool for the right mission. Defining Business Intelligence Defining Business Intelligence Applying Business Intelligence Addressing Common Business Problems Describing Business Intelligence Solution Scenarios 3

4 Defining Business Intelligence A broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data to help enterprise users make better business decisions. Gartner Defining Business Intelligence Business intelligence(bi) is defined as the ability for an organization to take all its capabilities and convert them into knowledge, ultimately, getting the right information to the right people, at the right time, via the right channel. WikipediA: 4

5 Defining Business Intelligence Or put simply It is the application of knowledge derived from analyzing an organization s data to effect a more positive outcome Defining Business Intelligence Or put even more simply It transforms data into knowledge 5

6 Applying Business Intelligence BI is used to: Understand the health of the organization Collaborate on a shared view of business drivers Reduce the time to decision Its goal is often to: Impact the bottom line by measuring specific operations Enhance competitive advantage BI is no longer a luxury afforded by a few large companies it is now considered an essential part of the IT portfolio Addressing Common Business Problems Common Business Questions Common Information Problems Common Information Requirements 6

7 Common Business Questions How are the sales territories performing? How are the sales people performing? Which customers are likely to buy from us? What products do our customers buy together? Common Information Problems Organizations have large volumes of related data stored in a variety of data systems, often in different formats Data systems may not: Be optimized for analytical queries Contain all the data required: By design By time Manage historical context Be available or accessible Employees may not have sufficient skills, tools, or permissions to query data systems Systems may not have universal definitions 7

8 Common Information Requirements Decision makers need: Reliable, secure access to data to do their job effectively Flexibility in the ways they access data Tools to browse and analyze data and view reports Low time-to-impact; low latency query results Describing Business Intelligence Solution Scenarios Operational Reporting Provides improved access to existing data from operational systems Business Process / Activity Management Provides improved analysis and reporting capabilities for specific business processes or activities Data Mart / Integrated Reporting and Analytics Provides improved tools and access to business users of an application to enhance its value by improving decision making Enterprise Data Warehousing / Information Management Provides comprehensive integration of critical information across the enterprise Breaks down the barriers between applications 8

9 Delivering Integrated Reporting and Analytics 1: 2: 3: 4: 5: 6: 7: 8: 9: The Data Staging Manual Clients Delivering data sources warehouse need may areas cleansing BI various access enables can may is be may simplify data periodically tools mirrored/replicated manages a data be process sources to required the query data populated of directly the continuous to for warehouse data cleanse analyzing to from warehouse reduce business dirty data population and contention data sources reporting improvement Data Sources Data Warehouse Data Marts Staging Area Client Access Manual Cleansing Client Access Source Systems Process real-time transactions Contain data structures optimized for modifications Normalized schema Minimal indexing strategy Usually provide limited decision support Are commonly referred to as: Online transaction processing (OLTP) systems Operational systems HR Finance Inventory 9

10 Silos of Data Call Center CRM Web Apps Finance Inventory Data Warehouse HR ERP Data Warehouse Characteristics Data warehouse systems: Present data for business analysis processes Commonly store data in subject-specific stores called data marts Contain structures optimized for rapid ad hoc information retrieval Combine validated source data Integrate data from heterogeneous source systems Provide a consistent historical data store 10

11 Extract, Transform and Load 1. Extract data from the source systems 2. Transformthe data to convert it to a desired state 3. Loadthe data into the data warehouse ETL Analytic Systems Multidimensional databases are commonly called online analytical processing (OLAP) databases. They: Contain structures optimized for rapid ad hoc information retrieval Pre-calculate and store aggregated values Include calculation engines for fast, flexible transformation of base data Are designed to reveal business trends and statistics not directly visible in the data retrieved from a data warehouse Business users can query them directly with easy to use tools Data mining models discover patterns in data, typically for prediction analysis Sales Finance Product Association 11

12 Client Access Client access and distribution mechanisms can include: Static report viewers and browsers Ad hoc query tools Report writers Modeling applications Scorecard applications Portals and dashboards Delivering data is a process of continuous business improvement: Monitor Analyze Plan Why? What happened? What is happening? What will happen? What do I want to happen? Describing Microsoft BI Strategy and Vision To improve organizations by providing business insights to all employees, leading to better, faster, more relevant decisions Microsoft has a long-term commitment to delivering a complete and integrated BI offering SQL Server has led innovation in the BI space for more than a decade There is widespread delivery of intelligence through Microsoft Office The platforms are enterprise-grade and affordable 12

13 Introducing Microsoft Business Intelligence Business User Experience Business Collaboration Platform Information Platform Familiar User Experience Self-service Access and Insight Data Exploration and Analysis Predictive Analysis Data Visualization Contextual Visualization Integrated Content and Collaboration Thin Clients Dashboards BI Search Content Management Compositions Information Platform Analysis Services Reporting Services Integration Services Master Data Data Mining Services Data Warehousing Microsoft SQL Server 2008 R2 Editions Data Center Delivers a high-performance scalable data platform Includes the full BI platform Enterprise Targets enterprise workloads that need redundancy Includes the full BI platform Standard Affordable option for small and medium-sized organizations Includes the BI platform Does not include some advanced analytical components 13

14 Microsoft SQL Server 2008 R2 Editions(Continued) Workgroup and Web Suitable for small organizations Includes Integration Services and Reporting Services only Express A free, easy-to-use, lightweight version Supports local reporting with Reporting Services only Compact A free, limited functionality in-process version Ideal for mobile devices or low-footprint applications with no multi-user requirements 14

15 Microsoft Office 2010 Microsoft Excel 2010 Microsoft Office 2010 SharePoint Server 2010 (excel services, PowerPivot, Performance point) 15

16 Microsoft Office 2010 The Microsoft Office system includes programs, servers, services, and solutions designed to work together to help address a broad array of business problems These products: Play a major role in realizing Microsoft s BI vision Are designed to help information workers easily find, analyze, and more securely share business information Microsoft Excel 2010 The core spreadsheet capabilities have been dramatically enhanced to enabled users to analyze, communicate, and manage information Provides full support for Microsoft SQL Server 2008 R2 Analysis Services The SQL Server PowerPivotfor Excel addin enables the efficient storage and querying of large volumes data within the workbook 16

17 Microsoft SharePoint Server 2010 Manages content and business processes Improves business insight Present business-critical information in one central location Centralized Business Intelligence Center sites give users a single place to find the latest spreadsheets, reports, or KPIs Includes BI-related service applications: Excel Services PerformancePoint Services Visio Services Business Connectivity Services Simplifies internal and external collaboration Microsoft SharePoint Server 2010 Excel Services A server-side technology for secure and controlled sharing of spreadsheets Publish spreadsheets to SharePoint document libraries Maintain a single version of the truth while still sharing spreadsheets Protect confidential and proprietary information Delivered as a SharePoint 2010 service application 17

18 Microsoft SharePoint Server 2010 PerformancePoint Services The next-generation Performance Management (PM) application from Microsoft Delivered as a SharePoint 2010 service application Provides rich KPI and scorecard definitions Delivers interactive dashboard capabilities in a zerofootprint Web browser Leveraging the Microsoft BI Platform Powerful Cost Effective Fast Time-to-Market Choice of Integration Points Enterprise Grade Pervasive Integrated Flexible Full Featured Interoperable Extensible Integrated BI Solution Performance Management Information Worker Platform Data Platform 18

19 Introducing the BI Developer s Toolkit SQL Server Management Studio SQL Server Business Intelligence Development Studio SQL Server Books Online SQL Server Management Studio Integrated environment for accessing, configuring, managing, administering, and developing all components of SQL Server Supports most administration tasks Can register, explore, configure, and query server instances: Database Engine Integration Services Analysis Services Reporting Services SQL Server Mobile Can script many of the services objects 19

20 SQL Server Business Intelligence Development Studio Fully integrated development environment (IDE) built on top of Visual Studio 2008 Ships with SQL Server 2008 R2 Used for creating all SQL Server BI solutions Includes additional project types specific to SQL Server 2008 R2 BI Each project type supplies templates for creating the objects required for BI solutions and provides a variety of designers, tools, and wizards to work with the objects The IDE is commonly referred to as BIDS SQL Server Books Online Primary documentation for SQL Server Includes the following types of information: Setup and upgrade instructions Information about new features and backward compatibility Conceptual descriptions of the technologies and features Procedural, how to topics Tutorials that guide you through common tasks Reference documentation for graphical tools, utilities, programming languages, and APIs Descriptions of the sample databases and applications included with SQL Server 2008 R2 20

21 The Reporting Life Cycle Data access to a variety of sources 1 SQL Server, Analysis Services (cubes and data mining), Reporting Services Report Models, SharePoint Lists Oracle, Teradata, Hyperion Essbase, SAP NetWeaver BI OLE DB, ODBC, XML Report Definition Language (RDL) Report authoring options Report Designer (hosted in BIDS) Report Builder Express edition only supports local SQL Server Workgroup edition supports SQL Server and Analysis Services only 2 Not available in Web and Express Editions Report Definition Language (RDL) RDL is an XML representation of report definition Open and publicly documented schema used to: Programmatically generate reports Extend RDL with additional attributes and elements Commonly graphic designers produce RDL 21

22 The Reporting Life Cycle Scalable Web service architecture Managed report execution: On-demand Multi-user shared cache 1 Scheduled 1 Historical snapshots 1 Role-based security model Object Explorer and Report Manager 2 1 Enterprise and Standard Editions only 2 Native Mode only The Reporting Life Cycle Delivering Reports Runtime report rendering: Hard page-break: PDF, TIFF (Image) Soft page-break: Excel, Word, HTML, MHTML Data renderers: CSV 1, XML 1, ATOM Pull delivery: Report requested by user Report Manager SharePoint document library and Web parts Push delivery: Report delivered by Report Server Standard subscriptions Data-driven subscriptions 2 Delivery to , folder or document library 3 1 Not available in Workgroup or Express editions 2 Enterprise Edition only 3 Enterprise and Standard Editions only 22

23 Report Designer Architecture and Components Native Mode Model Designer Browser Microsoft Office Custom Applications Report Builder 3.0 Report Manager Report Viewer Report Sources Output Formats Programmatic Interfaces: XML Web Service and URL Access Data Processing Rendering Report Server Report Builder Query generation Drill-through Report generation Report Processing Security Delivery Report Server Databases Security Services Delivery Channels Exploring the Customization Opportunities Processing extensions let developers add complementary functionality: Security extensions 1 Data processing extensions 2 Rendering extensions 2 Delivery extensions 2 Custom logic and report items can be added to reports: Custom code Custom assemblies Custom report items Report Definition Customization Extension (RDCE) 1 Not available in Express Edition or in SharePoint Integrated Mode 2 Enterprise and Standard Editions only 23

24 SSRS Tools Design basic report Deploy the reports Report manager Focus on SSRS SSRS Toolset 1. Reporting Services Configuration Tool 2. Reporting Services in Business Intelligence Development Studio (SSRS) 3. Model Designer 4. Report Designer 5. Report Builder Report Server 7. Report Manager 8. Report Server Command Prompt Utilities 9. SQL Server Management Studio 24

25 1. Reporting Services Configuration Tool The Reporting Services Configuration tool is used to configure areporting Services installation. Reporting Services can be reconfigured after installation to support changing business requirements and scenarios. Change deployment between native mode and SharePoint integrated mode (Only for SSRS 2008R2) 2.Reporting Services in Business Intelligence Development Studio (SSRS) SQL ServerBusiness Intelligence Development Studio is a Visual Studio shell that hosts Report Designer and Model Designer. Integrate with VS2008 (not 2005 or 2010) Does not requires installation of any edition as prerequisites. 25

26 3.Model Designer Model Designer is used to generate and customize report models of business data for use with Report Builder or Report Designer. SSRS 2008 Report Builder 1.0 requires model to create report. That limitation removed with Report Builder 2.0 for SSRS Report Designer Report Designer is a comprehensive report design tool that is appropriate for both administrators and developers. Report Designer runs in the Business Intelligence Development Studio, which is fully integrated with Microsoft Visual Studio 2008 Report Designer supports advanced reporting functionality such as free-form reports and custom report items. Limitation Report Designer cannot be used to selectively deploy Report Parts. 26

27 5. Report Builder 3.0 Report Builder 3.0, the new version of Report Builder, features a Microsoft Office-like authoring environment. It offers many new features such as a wizard for creating maps, new sparkline, data bar, and indicator data visualizations, the ability to save report items as report parts, aggregates of aggregates, and enhanced support for expressions. You can customize and update all existing reports, regardless of where they were initially designed. 6. Report Server Describes the Report Server component, which provides data and report processing, and report delivery. The Report Server component includes several subcomponents that perform specific functions. Report Server is independent Web Service. 27

28 7. Report Manager Report Manager is a Web-based report access and management tool. Information workers as well as content managers use Report Manager to find, run, and subscribe to published reports. Content managers use Report Manager to manage reports, data sources, and resources; configure report processing options and security. 8.Report Server Command Prompt Utilities SQL ServerReporting Services includes three command line utilities that you can use to administer a report server. These utilities are installed automatically when you install a report server. 28

29 9.SQL Server Management Studio SQL ServerManagement Studio is used to manage one or more report server instances in a single environment. You can set server properties, modify role definitions, or turn off report server features Reporting Scenarios Scheduled Delivery of Standard Reports 2. On-Demand Access to Standard Reports 3. Embedded Reports and Dashboards 4. Request to IT for Custom Reports 5. Self-Service Reporting 29

30 Reporting Services Modes SharePoint Mode Implemented as a SharePoint 2010 Shared Service A SharePoint site provides the UI for report server content and operations. Managed through SharePoint Central Administration Creates an integrated, consistent reporting environment for organizations that use SharePoint Native Mode The report server is a stand-alone application server that provides all viewing, management, processing, and delivery of reports and report models Creates a centrally managed reporting solution for organizations where SharePoint is not in use SSRS Configuration tool After initial installation use Reporting Services configuration tool to configure SSRS. 30

31 SSRS Configuration tool SSRS 2008R2 Configure in Native Mode SSRS 2008R2 Configure in SharePoint integrated Mode SSRS 2012 Configure only in Native mode. SSRS 2012 SharePoint Integrated mode is done by setup. Using SSRS Configuration Tool Setup Native mode Setup Scale Out Environment 31

32 How to Verify that SSRS is working Try to access the web service URL name}/reportserver Is used to consume reports Try to access Report Manager Web APP name}/reports Is used to manage reporting services items. Verify that Reporting Services is functional 32

33 Develop Basic Report Report is RDL document. RDL is XML schema We can use any text editor to author report.( ) Use Report Designer (Report Project in BIDS) Or Report Builder (lunch and install from Report Manager) Or any other 3 rd party application. Create report with Report Designer using the report wizard. 33

34 Introducing the Report Controls Data regions Link to a Dataset Define a specific structure for data Table These are templates for Matrix List the Tablix data region Chart Gauge Map Data Bar / Sparkline / Indicator Report items Exist independently of Datasets Add supporting details or visual interest Textbox Line Rectangle Image Subreport Table Tablix Data Regions List Matrix 34

35 Use Tablixas Table Use Tablixas Matrix Use Tablixas List Adding Groups to a Tablix Data Region Tables have row groups. Matrices have row and column groups Drag fields from the Report Data pane to the Grouping pane to create parent or child groups Use the shortcut menu for groups in the Grouping pane to add parent, child, or adjacent groups 35

36 Tablix Stepped column layout Current Washington Total Seattle Spokane Oregon Total Portland Eugene Desired Washington Seattle Spokane Oregon Portland Eugene A stepped layout can help with horizontal spacing, because nested groups can then share the same horizontal space Tablix Parallel dynamic groups Current WA Seattle Spokane OR Portland Eugene Table Chair WA Seattle Spokane OR Portland Eugene 25 5 Desired Year Product Table Chair WA Seattle Spokane OR Portland Eugene

37 Displaying Aggregated Values Add a total in the Grouping pane =Sum(Fields!SalesAmount.Value) Add a row or column to the group, and use an expression to display an aggregation in a text box =Sum(Fields!SalesAmount.Value) & " of " & Sum(Fields!SalesAmount.Value, "Product_Category") Specify scope to aggregate a containing group Hide child groups Enable display toggling based on a report item in the parent group Enabling Interactive Drilldown Functionality 37

38 Configuring Page Breaks for Groups Create page break location for groups: Start, End, Between, or Start and End Use expressions to set the PageName property of page breaks dynamically InitialPageName report property sets default page name Page names determine worksheet names when rendering to Excel Add groups Add subtotal Add interactive features Drilldown Actions Document map Interactive sorting 38

39 Data Visualizations - Chart Charts enable you to present large volumes of aggregated information at a glance Data Visualizations - DataBar Data bars typically represent a single data point, though they can represent multiple data points, just like regular bar charts. They often contain several series with no category, or have series grouping 39

40 Data Visualizations - SparkLine Same as Data Bars only that this display series of data Data Visualizations - Gauge The Gauge data region is a one-dimensional data region that displays a single value in your datase 40

41 Data Visualizations - Indicator Indicators are minimal gauges that convey the state of a single data value at a glance Data Visualization Chart Data bar Spartline Gauge Indicator 41

42 Data Visualizations MAP Used to visualize business data against a geographical background Optionally can have BING map layer. Using MAP to display spatial data Against real map Against personal geographic information 42

43 Adding Parameters Understanding Query Parameters Understanding Report Parameters Configuring Report Parameters Using Report Parameter Expressions Understanding Query Parameters A query parameter limits the number of rows retrieved from the data source Adding a query parameter to a query in a dataset automatically creates a report parameter and mapping Query parameters for SQL Server and Analysis Services data sources are prefixed with symbol SELECT * FROM dbo.vreportsalespersonsummary WHERE CalendarYear AND CalendarQuarter 43

44 Understanding Report Parameters A report parameter is most commonly used to filter data At report execution time, users are prompted to provide the report parameter value The report parameter value can filter data by: Mapping to a dataset s query parameter Filtering one or more data regions Other uses include: Formatting the report presentation Controlling sorting and grouping Configuring report drill through and subreports Securing data by using linked reports Configuring Report Parameters Parameter properties: Name and Prompt Data type Multi-value Visibility Available values: Non-queried or From query Default values: Null Non-queried or From query 44

45 Configuring Available Values Available values are presented in a dropdown list Non-queried values are static Queried values are retrieved from a dataset Configuring an All Item SELECT -1 AS EmployeeKey, '(All)' AS EmployeeName Insert UNION a new item into the report parameter s available SELECT EmployeeKey, LastName + ', ' + FirstName values FROM dbo.dimemployee WHERE SalesPersonFlag = 1 AND EndDate IS NULL ORDER BY EmployeeName... AND (e.employeekey = -1) Modify the data-retrieving dataset s WHERE 45

46 Configuring Dynamic Parameter Values Available values of a parameter can be based on the selection of another parameter A dynamic parameter must retrieve its available values from a query Add query parameter for first parameter to query for dynamic parameter s dataset: SELECT DISTINCT CalendarQuarter, 'Quarter ' + CAST(CalendarQuarter AS CHAR(1)) AS CalendarQuarterLabel FROM dbo.dimdate WHERE CalendarYear Place parameters in sequential order: Configuring Multi-Value Parameters Configure the report parameter as Multi-value: Modify the data-retrieving dataset s WHERE clause:... AND CalendarQuarter IN (@Quarter) 46

47 Parameter properties =Parameters!Year.Value =Parameters!Year.Label Multi-value parameter properties Using Report Parameter Expressions =Parameters!Quarter.IsMultiValue =Parameters!Quarter.Count =Parameters!Quarter.Value(n) =Parameters!Quarter.Label(n) =Split("Value1,Value2,Value3", ",") =Join(Parameters!Quarter.Value, ", ") It is best practice to include a textbox on the report that describes the parameter selection Hide any report item, including groups, columns, or rows in a table or matrix Toggle visibility state by clicking another report item Use hidden items to provide a report that shows summary data with ability to drill to detail data Use only for reports rendered in HTML or Excel Toggling Visibility Tip: Apply expressions to dynamically enable interactive features using the RenderFormat.Nameand RenderFormat.IsInteractive global fields 47

48 Using Report Parameters Using Query Parameters Using Multi-Select Parameter Add ALL Items functionality Understanding Report Deployment HTTP.SYS Report Server Report Manager Upload Visual Studio Report Designer Deploy Report Builder 3.0 Save MSSQL RDL Report Server Catalog RS Utility Script 48

49 Deploy the Reports Before deploying the reports we need to setup some properties Deploy the Reports Native mode Target server URL = WebService URL Select the correct version of Reporting Services Choose folder name for each element in (Report,ReportPart,DataSource,DataSet) Right click on the project name and select Deploy. 49

50 Same as Native mode just Each folder should be fully qualified URL to the SharePoint library for that element. Deploy the Reports SharePoint Integrated mode Deploy the reports to Native mode SSRS. Deploy to SharePoint library. 50

51 Introducing Report Builder (3.0) Introduced with SQL Server 2008 R2 Extends the reach of report writing to end users Almost identical design functionality to Report Designer Includes additional features: Support for using shared data sources and shared datasets Easy to use wizards for defining data regions Support for directly opening and editing published reports Report Library for browsing and introducing published report parts Can be installed on the client, or deployed and installed from the Report Server via ClickOnce deployment Reporting Services Authoring Tools 51

52 Design Environment The design environment supports: Opening saved reports Creating new reports Previewing reports Publishing report parts Creating shared datasets Browsing and introducing published report parts Managing options Only one report or dataset can be designed at a time, and when saved is saved to the connected Report Server Launches automatically and prompts the user to: Create a report using Wizards Create a shared dataset Open a saved report Getting Started Dialog Box 52

53 Designer Resources Report Builder delivers two design modes: Report design mode Shared dataset design mode In report design mode the designer resources include: A ribbon to provide access to functionality and resources Report Data pane Grouping pane Properties window Ruler, to help align report items In shared dataset design mode the designer resources include: A ribbon to connect to a shared data source and functionality to design and test the dataset query Designer Resources - Ribbon In report design mode: The Hometab provides: Report preview Clipboard functionality Font, Paragraph, Border, Number and Alignment functionality The Insert tab enables the introduction of report items The Viewtab enables the showing/hiding of designer resources In shared dataset design mode: The Hometab provides data source connection, dataset options, and query design functionality 53

54 Designer Resources-Report Data Pane Used to: New button Introduce Built-in Fields into expressions For example, Report Name, Page Number, Execution Time, etc. Create and manage: Report Parameters, to collect values from the user Images Data Sources Datasets To create new resources, click the New button or right-click the folders Designer Resources-Grouping Pane Used to configure groups for the data regions: Table These are templates for Matrix the Tablix data region List Advanced mode Can enable Advanced mode to configure complex Tablix designs 54

55 Designer Resources-Properties Window Used to configure properties for the selected item For convenience, properties can be categorized by group or sorted alphabetically Property pages (dialog boxes) can be launched by clicking the Property Pages button This window is not visible by default Use the View ribbon tab to show the window Configurable options include: Report server location Folder to publish Report Parts Report Builder Options 55

56 Creating Reports Use the Getting Started dialog box to create a blank report, or a report produced by a Wizard The Wizard process involves the following steps: 1. Creation or selection of a dataset to retrieve data 2. Configuration of the data region using the dataset fields 3. Selection of styling options Data Sources Users can select a shared data source from the Report Server, or create a report-specific data source A comprehensive set of data sources are available: The connection string and credentials used to connect must be configured also Shared Data Sources are considered a best practice for manageability reasons 56

57 Datasets Represents a data retrieval command against a data source Report Builder provides graphical query designers to write queries: Relational (SQL): SQL Server, SAP, Oracle, Teradata Multidimensional (MDX): Analysis Services cubes, Hyperion Essbase, SAP NetWeaver BI SharePoint lists Queries can be executed to preview the data There is parameterization support in all designers Generic query designer for other data sources Data Regions Three data regions are supported: Table, for fixed columns and dynamic rows Matrix, for dynamic columns and rows List, for free-form placement Multiple data regions can exist in a single report Each data region binds to a single dataset The Table and Matrix can be configured using a Wizard 57

58 Data Visualizations Report Builder includes the ability to add rich data visualizations: Each also bind to datasets to deliver graphical representation of data Both the Chart and Map data visualizations can be configured using a Wizard Additional Report Items To complete the report layout, additional report items can be added: Text Boxes are typically used for labels, like the report title Images are ideal for corporate logos Subreports allow the embedding of other reports Headersand Footersare typically used to repeat the report title and/or page numbers on each page 58

59 Creating Shared Datasets Shared datasets are based on already published shared data sources Use the query designer to create the query Save the dataset to the Report Server Promotes reuse of the dataset across many reports Working with Report Parts Publishing Report Parts Consuming Report Parts Synchronizing Report Parts 59

60 Publishing Report Parts Report parts can be saved to the Report Server Chart, Gauge, Image, Map, Rectangle, Parameter, Tablix Option to publish all, or select specific report parts Process: Use Report Builder Options to set the target report folder Select report parts to publish Edit properties Name Description Overwrite existing Includes the ability to publish report-specific datasets also Consuming Report Parts Open the Report Parts Gallery from the Insert tab The Report Part Gallery supports searching, and introducing parts into the current report design Filter by: Type, Location, Created and Modified Double-click or drag to add the report part to the report 60

61 Synchronizing Report Parts By default, when opening report, the report designer will be alerted to update the report part Use the Check for Updates command to determine if any report parts require synchronization in the current report Run Report Builder and develop basic report. Deploy Report Part Consume Report Part 61

62 Report Authoring Tool Limitations Unlike Report Designer, Report Builder 3.0 cannot: Provide IntelliSense for report expressions Create reports with the Report Wizard Create shared data sources Create text-based Analysis Services MDX queries Create Analysis Services DMX queries Provide IntelliSense for report expressions Use custom report items Use local.net Framework assemblies Use local custom data sources Integrate with source control systems SSRS Administration Security Performance Extensions (DataSource,Rendering,etc ) Jobs Site Global Settings. Schedules 62

63 Report Anatomy After report has been deployed it has two parts. The report core (RDL) The report shell (Parameters, Permissions, etc ) Linked Reports A linked report is a report server item that provides an access point to an existing report. Conceptually, it is similar to a program shortcut that you use to run a program or open a file. Linked Report can have different parameter defaults and security. 63

64 Linked report. Performance considerations If report using Cache execution consider using filter on dataset / region instead of query parameter To enable cache execution / snapshot / history create data source with stored credential. Monitor reporting services 64

65 Monitor Reporting Services Use Performance counters Use Reporting Service trace files Tracing levels are specified throughdefaulttraceswitchandrstracesettings. All trace level settings are stored in the ReportingServicesrService.exe.config file. The configuration file is found in the folder path \Program Files\Microsoft SQL Server\MSRS{XX}.<instance name>\reporting Services\ReportServer\bin The ReportServerService log file is enabled by default. REPORTING SERVICES LOG VIEWER Download from: Used to analyze Reporting Services Trace Files or History tables Also we can directly access select * From ExecutionLog select * From ExecutionLog2 select * From ExecutionLog3 For more information: 65

66 REPORTING SERVICES LOG VIEWER Querying the execution log Accessing Reports URL to native mode installation Embed in custom application with SharePoint library With PivotViewer for Reporting Services. 66

67 URL Access /ReportName&ParameterName=Value&rs: Command=Render&rs:Format=IMAGE&rc:Out putformat=jpeg Rc:toolbar Rs:format Rs:command Etc URL Access to Report URL Parameters and commands Create static Report menu. 67

68 Report Rendering XML CSV IMAGE PDF EXCEL WORD HTML 4.0 MHTML Using ATOM Data feed as Data Source 68

69 PivotViewerfor Reporting Services Pivot Viewer is Silverlight control used in many projects. PivotViewerfor Reporting Services is SharePoint add in. Viewing Data With Pivot Viewer 69

70 PivotViewerfor Reporting Services PivotViewerExtension for Reporting Services is concept project so it is not supported product or feature of Microsoft Business Intelligence. Currently CTP2 is released. CristianPetculescois the main person working on the implementation of this project. Cristian s blog: How to implement PivotViewer 1. Download the installation package. 2. Prerequisites Supported Operating Systems: The 64-bit edition of Windows Server 2008 Standard, Enterprise, Data Center, or Web Server with SP2. The 64-bit edition of Windows Server 2008 R2 Standard, Enterprise, Data Center, or Web Server is also supported. Preinstalled Software (Prerequisites): Microsoft SharePoint Server 2010, SQL Server PowerPivotfor SharePoint 1 GHz 64-bit processor, 4 cores or higher Minimum of 8 GB of RAM 80 GB of available hard disk space 70

71 How to implement PivotViewer Continue 3. Extract the zip. 4. Create the DB for the report collection Run the tool: BICollectionDBProvision.exe s{instancename} op 5. Run the installation script.\installbipivot.ps1 "-w{sharepointsite}" -oi y How to implement PivotViewer Continue 6. Go to your SharePoint site. 7. Open the BI Collection Administration list 8. Add new item and fill out the form. 6. Pay attention to: 6. ReportPrarameterDataSet should have only the parameter s values and it will use as key in the collection. 7. Dataset Query must be create with the first column(s) as the key to join with the ReportPrarameterDataSet, the second column will be the name of the card in the collection the rest of the columns will be properties of the card 8. Note the data type supported for the properties. 9. Add Pivot Viewer web part to a page. 10. Run the crawler / schedule the crawler. 6. By running the BIRdlSnapshotCrawl.exe 11. Browse your collection 71

72 Create BI collection with Pivot Viewer. Create report Create collection Run the crawler Browse collection PowerView Data Alert 72

73 INTRODUCTION Reporting Services (SSRS) in SQL Server 2012 has been upgraded with new features and capabilities: Empower users with a new visual design experience named Power View Increase productivity with user-defined data alerts Increase performance and improve administration within SharePoint Excel renderer for Excel Word renderer for Word Designers have been upgraded for SQL Server Data Tools (Visual Studio 2010) 1 4 Power View Power View is an interactive data exploration, visualization, and presentation experience Highly visual design experience Rich meta-driven interactivity Presentation-ready at all times Provides intuitive ad-hoc reporting for business users such as data analysts, business decision makers, and information workers Ordinarily, a Power View report needs to be based on a tabular BI Semantic Model that has been optimized for the report authoring tool

74 POWER VIEW 1 4 EXAMPLE REPORT POWER VIEW

75 POWER VIEW-SYSTEM REQUIREMENTS Server(s): SharePoint Server 2010 SP1 Enterprise Edition SQL Server 2012 Reporting Services Add-in for SharePoint Client: Supported browsers: Windows Vista: IE7 32-bit, FireFox 4 Windows 7: IE8 32-bit, IE9 32-bit, FireFox4, Safari Note the InPrivatebrowsing feature of IE is not supported Silverlight POWER VIEW -DATA MODEL REQUIREMENTS A Power View report must be based on a deployed tabular BI Semantic Model: Published PowerPivot workbook in a SharePoint library Tabular database DAX Query is used to query the model Ordinarily, the model needs to be optimized for the Power View experience

76 CREATING POWER VIEW REPORTS Users create a new Power View report (.rdlx) from: A BISM Connection File (.bism) A PowerPivot workbook (.xlsx) in the PowerPivot Gallery (in Gallery view) An SSRS shared data source (.rsds) based on a tabular BI Semantic Model Reports can consist of multiple views and each view can be filtered Reports may be: Printed Saved to SharePoint libraries Exported to PowerPoint Clicking the report will open it in Preview mode If the user has permission, they can switch to Editmode 1 5 DESIGN EXPERIENCE POWER VIEW The design experience consists of: Ribbon Canvas Filter area Field List Layout selection The report may be viewed in Previewor Full Screen mode Visualizations can be added to the canvas and then configured using the Layout Selection

77 Visualizations include: Matrices Charts Cards Tiles Scatter and bubble charts POWER VIEW DESIGN EXPERIENCE (CONTINUED) 1 5 EXPLORING SELF-SERVICE REPORTING WITH SQL SERVER 2012 POWER VIEW

78 DATA ALERTS Data alerts can be defined on report feed(s) Intuitive alert rules based on conditions (AND and OR) Scheduling settings Advanced: Start/End dates Send message only if results change checkbox address(es), Subject and Description Can only be based on reports that use data sources with stored credentials Alerts can be managed by users and administrators View status, Edit, Delete, Run Only available with SSRS in SharePoint integrated mode Available with SharePoint Foundation or above 1 5 DATA ALERTS

79 CONFIGURING DATA ALERTS WITH SQL SERVER 2012 REPORTING SERVICES 1 5 SQL AZURE REPORTING SQL Azure Reporting is: SQL Server Reporting Services technology delivered as a service on the Windows Azure Platform Not technically part of the SQL Server 2012 release Available for testing via public CTP3 Ideal for operational reporting against SQL Azure data Enterprise-ready with automatic support for HA Designed to scale elastically with demand Get started quickly: Provision the Report Server via the Windows Azure Management Portal Build reports with Report Designer Deploy reports to the Report Server Embed reports by using the Visual Studio ReportViewer control

80 SQL AZURE REPORTING Use familiar technologies: Report Designer RDL (Report Definition Language) Report items and visualizations Report Server Web Service / URL access Visual Studio ReportViewer control Identity and access control: Only SQL authentication is supported An Admin user is configured during provisioning The Admin user has all rights on server Provision users using the portal or web service Add users to appropriate item roles (e.g. Browser, Publisher) and system roles (User or Admin) Grant item-level permissions to folders or reports 1 5 Differences in comparison to on-premise Reporting Services: Focus on logical vs. physical administration The report catalogand temporary databases are automatically provisioned Windows Azure Management Portal replaces Report Manager SSL is required SQL Azure data sources only SQL AZURE REPORTING Unsupported Reporting Services features: Report Builder Subscriptions, schedules and caching Custom extensions Report models External images

81 Yochanan Rachamim 81