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Analyzing Data With SQL Server Reporting Services

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Analyzing Data With SQL Server Reporting Services

Uploaded by

tphamyen
Copyright
© © All Rights Reserved
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 63

A N A LY Z I N G

D ATA W I T H
SQL SERVER
REPORTING
SERVICES
(SSRS)

T R I S H C O N N E R - C AT O
MODULE 1: INTRODUCTION TO
REPORTING SERVICES

Lesson 1: Lesson 2: Lesson 3:


Intro to Reporting Reporting Services Reporting Services
Services Components Tools
LESSON 1: INTRODUCTION TO
REPORTING SERVICES

The SSRS solution flexibly


SQL Server Reporting Services
delivers the right information to
(SSRS) provides a set of on-
the right users. Users can
premises tools and services that
consume the reports via a web
create, deploy, and manage
browser, on their mobile device,
mobile and paginated reports.
or via email.
LESSON 1: INTRODUCTION TO
REPORTING SERVICES

A modern web portal you can view


in any modern browser. In the new
"Traditional" paginated reports New mobile reports with a
portal, you can organize and display
allow you to create modern-looking responsive layout that adapts to
mobile and paginated Reporting
reports, with updated tools and new different devices and the different
Services reports and KPIs. You can
features for creating them. ways you hold them.
also store Excel workbooks on the
portal.
LESSON 2: REPORTING SERVICES
COMPONENTS

Report Designer Report Builder Reporting Services


• A more robust tool designed for • A more straightforward tool • Takes RDL files as input and uses
data professionals. It can be run designed to enable end-users to them to render SSRS reports.
from SSDT or as an add-on to create reports. Generates RDL
Visual Studio. Generates Report files.
Definition Language (RDL) files
that control how reports will look
and act.

Web Portal
• Used to manage, secure and run
SSRS reports.
LESSON 3: REPORTING SERVICES
TOOLS

Tools for Tools for


Tools for
Report Server Report
Report
Administratio Content
Authoring
n Management
LESSON 3: TOOLS FOR REPORT
AUTHORING

Power View
An interactive data exploration and
SQL Server Mobile Report visual presentation experience
Publisher designed to let you create and interact
Report Designer and Report
with reports based on Analysis
You can create mobile reports that Builder are both components and
Services tabular models.
dynamically adjust the content to fit tools.
your screen or browser window. Tabular models are databases that run
in-memory or in DirectQuery mode,
connecting to data from back-end
relational data sources.
LESSON 3: TOOLS FOR REPORT SERVER
A D M I N I S T R AT I O N – N AT I V E M O D E

A Reporting Services native mode


installation consists of several server-
A report server configured for native side features that you need to manage
mode runs as an application server that You can use either SQL Server and maintain. The server features
provides all processing and management Management Studio or the web portal to include the following:
capability exclusively through manage Reporting Services reports. • The Report Server Web service, which runs within
Reporting Services components. the Report Server service.
• The background processing applications, which
handle scheduled operations and report delivery.
• The report server database
LESSON 3: TOOLS FOR REPORT SERVER
A D M I N I S T R AT I O N – N AT I V E M O D E

Tool Description Access


Report Server Configuration Used to configure a Reporting Services installation. Start menu
Manager
SQL Server Management Used to manage one or more report server instances Start menu
Studio in a single environment.
Rsconfig Utility Used to configure and manage a report server Command
connection to the report server database. prompt
Rskeymgmt Utility Used to extract, restore, create, and delete symmetric Command
key used to encrypt report server data. Also used to prompt
join report server instances in a scale-out
deployment.
Windows Management Used to automate the configuration tasks in Report Visual Basic
Instrumentation (WMI) Server Configuration Manager without the need to script
Classes use the graphical user interface.
LESSON 3: TOOLS FOR REPORT SERVER
A D M I N I S T R AT I O N – S H A R E P O I N T
I N T E G R AT E D M O D E

If the report server is


configured for SharePoint
mode, you must use the
content management pages on
the SharePoint site to manage
reports, shared data sources,
and other report server items.
LESSON 3: TOOLS FOR REPORT SERVER
A D M I N I S T R AT I O N – S H A R E P O I N T
I N T E G R AT E D M O D E

Tool Description Access


SharePoint Central Used to create, query, and manage the shared service Browser to the
Administration applications for Reporting Services SharePoint site
URL for Central
Administration
PowerShell Cmdlets Used to create, query, and manage the shared service SharePoint
applications for Reporting Services Management
Shell
LESSON 3: TOOLS FOR REPORT
CONTENT MANAGEMENT

A set of graphical and


scripting tools are available
for managing content in SQL
Server Reporting Services.
The tools you use depend on
the deployment mode of your
report server.
LESSON 3: TOOLS FOR REPORT
CONTENT MANAGEMENT

Tool Description Access


Report Server Web service Used to browse content in the report catalog in a Browser
URL generic item navigation page
Web Portal Native mode only – Used to administer a single Browser
report server instance from a remote location over an
HTTP connection.
RS Utility A script host used to perform scripted operations. Command
Used to run Visual Basic scripts that copy data prompt
between report server databases, publish reports,
create items in a report server database, and more.
S O F T WA R E R E Q U I R E M E N T S

SQL Server Database SQL Server SQL Server


Engine Reporting Services Integration Services

Visual Studio Microsoft Reporting Microsoft Analysis


Professional 2019 Services Projects Services Projects

Microsoft Report
Builder
MODULE 2: REPORTING SERVICES
D ATA S O U R C E S

Lesson 2:
Lesson 1: Lesson 3:
Connection
Data sources Datasets
strings
MODULE 2: WIDEWORLDIMPORTERS
D ATA B A S E

Before beginning, move the WideWorldImporters-


Full.bak to C:/Program Files/Microsoft SQL
Server/MSSQL15.MSSQLSERVER/MSSQL/Backu
p folder
L E S S O N 1 : D ATA S O U R C E S

Microsoft SQL Server


Analysis Services for
Microsoft Azure SQL
Microsoft SQL Server MDX, DMX, Microsoft Oracle
Database
Power Pivot, and tabular
models

SAP BW Hyperion Essbase Microsoft SharePoint List Teradata

OLE DB ODBC XML


L E S S O N 1 : D ATA S O U R C E S

In addition, custom data processing


extensions and standard Microsoft .NET Many third-party standard .NET
Framework data providers can be installed Framework data providers are available as
and registered by system administrators. To downloads from the
Visit
process and view a report, the data Microsoft Download Center and from
Data Sources Supported by Reporting Serv
processing extensions and data providers third-party sites. You can also search the ices - SQL Server Reporting Services (SSR
must be installed and registered on the SQL Server Reporting Services public S) | Microsoft Docs
report server; to preview a report, they forum for information about third-party for more information.
must be installed and registered on the data providers.
report authoring client.
LESSON 2: CONNECTION STRINGS

To include data in Report Builder and


Reporting Services paginated reports, you
must first create a connection string to
your data source. This article explains how
Visit
to create data connection strings and
Create data connection strings - Report Bui
important information related to data lder & SSRS - SQL Server Reporting Servi
source credentials. A data source includes ces (SSRS) | Microsoft Docs
the data source type, connection for more information.
information, and the type of credentials to
use.
L E S S O N 3 : D ATA S E T S

To add data to a report, you create datasets.


Each dataset represents the result set from In Report Builder, you can create shared
There are two types of datasets: embedded
running a query command on a data datasets in Shared Dataset mode or
and shared. An embedded dataset is
source. The columns in the result set are embedded datasets in Report Designer
defined in a report and used only by that
the field collection. The rows in the result mode. In Report Designer in SQL Server
report. A shared dataset is defined on the
set are the data. A dataset does not contain Data Tools (SSDT), you can create shared
report server and can be used by multiple
the actual data. A dataset contains the datasets as part of a project or embedded
reports.
information that is needed to retrieve a datasets as part of a report.
specific set of data from a data source.

Visit
Report Datasets - SQL Server Reporting Se
rvices (SSRS) | Microsoft Docs
for more information.
M O D U L E 3 : C R E AT I N G PA G I N AT E D
REPORTS

Lesson 1:
Lesson 2:
Creating a report with the Lesson 3:
Creating a report in
Report Builder report Publishing a report
Report Designer
wizard
LESSON 3: PUBLISHING REPORTS

When you save a report in


When you save a report in
Report Designer, it is saved You’d also need to deploy
Report Builder, you have the
locally. In order to save it to any shared data sources and
option to save it locally, or to
the report server, you must data sets in order to deploy
a report server, as we’ve
“deploy” it. Deploy is the the report(s).
seen earlier.
SSDT word for publishing.
LESSON 3: PROJECT
C O N F I G U R AT I O N S

Configurations include
You can create multiple They also have properties
properties for building
deployment that you use to specify the
reports, such as the folder
configurations and then location and version of the
in which to temporarily
use a different one report server, and the
store the report(s), and
depending on the folders on the report
how to handle build
deployment scenario. server.
issues.
LESSON 3: PROVIDED
C O N F I G U R AT I O N S

SSDT provides three project


configurations: DebugLocal,
Debug, and Release. Its The Debug configuration is The Release configuration is
default configuration is used to publish reports to a used to publish reports to a
DebugLocal. It’s used to test server. production server.
view reports in a local
preview window.

For information on how to


edit/create new
configurations, please visit:
Project Property Pages Dialo
g Box - SQL Server Reportin
g Services (SSRS) | Microsoft
Docs
MODULE 4: WORKING WITH
R E P O RT I N G S E RV I C E S D ATA

Lesson 3:
Lesson 1: Lesson 2: Implementing report
Data filters Report Parameters filters and
parameters
L E S S O N 1 : D ATA F I LT E R S

After the data is retrieved from the


Filters are parts of a report that help When it is possible, build dataset external data source, you can add
control report data after it is retrieved queries that return only the data that filters to datasets, data regions, and
from the data connection. Use filters you need to display in the report. data region groups, including detail
when you cannot change a dataset When you reduce the amount of the groups. Filters are applied at run time
query to filter data before it is data that must be retrieved and first on the dataset, and then on the
retrieved from an external data processed, you are helping to data region, and then on the group, in
source. improve report performance. top-down order for group
hierarchies.

For each filter, you specify a filter


equation. A filter equation includes a
dataset field or expression that
specifies the data to filter, an For information, please visit:
operator, and a value to compare. Add dataset filters, data region filters,
Only those data values that match the and group filters to a paginated repor
filter condition are included when the t - Microsoft Report Builder & Power
BI Report Builder | Microsoft Docs
item is processed.
L E S S O N 1 : D ATA R E G I O N S

You can save a data region or map as


A data region is an object in a paginated Tables, matrices, and lists are all based a report part. Report items such as
report that displays data from a report on the tablix data region, which expands tables, matrices, charts, and images can
dataset. Report data can be displayed as as needed to display all the data from the be published as report parts. Report
numbers and text in a table, matrix, or dataset. A tablix data region supports parts are paginated report items that
list; graphically in a chart or gauge; and multiple row and column groups and have been published separately to a
against a geographic background in a both static and dynamic rows and report server and that can be reused in
map. columns. other paginated reports. Report parts
have an .rsc file extension.
L E S S O N 2 : R E P O RT PA R A M E T E R S

Report parameters enable you to Report Parameters Query Parameters


control report data, connect related • Serve as “filters” on reports. All data is loaded • Better for performance as the values of the
reports together, and vary report into report and then filtered based on parameters parameters are sent to the SQL Server, filtered,
presentation. You can use report then sent to report.
parameters in paginated reports you
create in Report Builder and Report
Designer, and in mobile reports you
create in SQL Server Mobile Report
Publisher.
L E S S O N 2 : C O N T R O L PA G I N AT E D
A N D M O B I L E R E P O RT D ATA

Filter data from a shared


Filter paginated report data
dataset. In the report, you Filter data from a shared
at the data source by writing
can add a dataset filter that dataset in a SQL Server
queries that contain
includes a reference to a mobile report.
variables.
report parameter.

Enable users to specify


values to customize the data
in a paginated report (e.g.,
multiple parameters for start
date and end date for sales
data).
L E S S O N 2 : C O N N E C T R E L AT E D
REPORTS

Use parameters to relate main reports to


drillthrough reports, to subreports, and to Customize sets of parameters for multiple
linked reports. When you design a set of users. Create two linked reports based on a
reports, you can design each report to sales report on the report server. One
answer certain questions. Each report can linked report uses predefined parameter
provide a different view or a different level values for sales persons and the second
of detail for related information. To linked report uses predefined parameter
provide a set of interrelated reports, create values for sales managers. Both reports use
parameters for the related data on target the same report definition.
reports.
L E S S O N 2 : VA R Y R E P O R T
P R E S E N TAT I O N

Enable users to specify values


to help customize the
Send commands to a report Enable users to customize
appearance of a report. For
server through a URL request, report data and appearance by
example, provide a Boolean
to customize the rendering of including parameters in an
parameter to indicate whether
a report. expression.
to expand or collapse all
nested row groups in a table.
M O D U L E 5 : V I S U A L I Z I N G D ATA W I T H
REPORT SERVICES

Lesson 3:
Lesson 1: Lesson 2: Databars, Sparklines,
Formatting Data Images and Charts Indicators, Gauges, and
Maps
L E S S O N 3 : D ATA B A R S , S PA R K L I N E S ,
I N D I C AT O R S , G A U G E S , A N D M A P S

Indicators are small gauges


Data bars typically represent
that convey the state of a
a single data point, though Each Sparkline typically
single data value at a glance.
they can represent multiple presents a single series. They
Most commonly used in
data points. They have no have no legend, axis lines,
tables and matrices to
legend, axis lines, labels, or labels, or tick marks.
visualize data in rows or
tick marks.
columns.

A gauge data region displays


a single value from your
dataset. An individual gauge Maps are…..wait for
is positioned inside a gauge it….maps!
panel, where you can add
child or adjacent gauges.
M O D U L E 5 : R E P O RT PA RT S

Report items you can publish as report Report items you can publish as report
parts: parts:
In Report Designer, after you create tables, • Charts • Rectangles
charts, and other paginated report items in
a project, you can publish them as report • Gauges • Tables
parts to a report server or SharePoint site • Images • Matrices
integrated with a report server so that you • Maps • Lists
and others can reuse them in other reports. • Parameters

When you publish a report part, Report


Designer assigns it a unique ID. From then
on, it maintains that ID, no matter what
else you change about it. The ID links the
For more detailed information, click here:
original report item in your report to the
Report Parts in Report Designer - Microsof
report part. When other report authors t Report Builder & Power BI Report Build
reuse the report part in Report Builder, the er | Microsoft Docs
ID also links the report part in their report
to the report part.
MODULE 6: SUMMARIZING REPORT
D ATA

Lesson 2:
Lesson 3:
Lesson 1: Report Sub reports
Drilldown and drill
Sorting data and Nested data
through
regions
LESSON 1: SORTING OPTIONS

To control the sort order of data


in your report, you can sort data The default sort order is based on
in a dataset query, or define a sort the query being used in the You can also use a query to
expression for a data region or dataset. You can use the ORDER determine a custom sort order by
group. You can also add BY clause in the query if you using a CASE statement to the
interactive sort buttons to tables want to change the default sort query.
and matrices to enable a user to order.
change the sort order for rows.
M O D U L E 6 : S U M M A R I Z I N G D ATA -
DEFINITIONS

A sub report is a report item that displays another


report inside the body of a main paginated report.
Conceptually, a sub report in a report is like a
frame in a Web page. It is used to embed a report By providing plus and minus icons on a text box,
You can nest one data region in a paginated report,
within a report. Any report can be used as a sub you can enable users in a paginated report to hide
such as a chart, inside another data region, such as
report. The report that is displayed as the sub and display items interactively. This is called
a matrix, typically to display data summaries in a
report is stored on a report server, usually in the a drilldown action. For a table or matrix, you can
concise manner or to provide a visual display as
same folder as the parent report. You can design show or hide static rows and columns, or rows and
well as a table or matrix display.
the parent report to pass parameters to the sub columns that are associated with groups.
report. A sub report can be repeated within data
regions, using a parameter to filter data in each
instance of the sub report.

A drillthrough report is a report that a user opens


by clicking a link within another paginated report.
Drillthrough reports commonly contain details
about an item that is contained in an original
summary report.
M O D U L E 6 : S U M M A R I Z I N G D ATA -
C O M PA R I S O N S

Drilldown isn't included in these comparisons because you can apply its showing and hiding action
to any report item.

Trait Sub report Drillthrough Nested


Uses dataset of main report Same or different Same or different Same
Retrieves data Data retrieved at same Data retrieved one Data retrieved at same
time as main report drillthrough report at a time as main report
time
Is processed and rendered With the main report When link is clicked With the main report
Performs Slower (but retrieves all Faster (but does not Faster (and retrieves all
data with main report) retrieve all data with data with main report)
main report)
M O D U L E 6 : S U M M A R I Z I N G D ATA -
C O M PA R I S O N S

Trait Sub report Drillthrough Nested


Uses parameters Yes Yes Yes
Can be reused As report, or sub report As report, or sub report Cannot be reused
or drillthrough report in or drillthrough report in
other reports other reports
Is located External to main report, External to main report, Internal to main report
same or different report same report server
server
Is displayed In the main report In a different report In the main report
MODULE 6: ON YOUR OWN-

Create blank space underneath Column Chart


• Insert Pie Chart
• Category Groups = SupplierID
• Category Group Properties
• Label=SupplierName
• Sorting=SupplierName
• Values=Avg[UnitPrice]
• Add tooltip for Chart slices that shows SupplierName
• Series Properties Action =
• Go to report = DrillthroughTarget
• Add Parameter Values for ColorID and SupplierID
MODULE 7: SHARING REPORTING
SERVICES REPORTS

Lesson 2: Lesson 3:
Lesson 1:
Report caching, Report subscription and
Schedules
snapshots, and comments delivery
LESSON 1: SCHEDULE USES

Schedule report history


Schedule report delivery Schedule when to refresh
so that new snapshots are
in a standard or data- the data of a report
added to report history at
driven subscription. snapshot.
regular intervals

Schedule the expiration


of a cached report or
Schedule when to refresh
shared dataset to occur at
the data of a shared
a predefined time so that
dataset
it can be subsequently
refreshed.
LESSON 1: SCHEDULE TYPES

Shared schedules When you delete a shared schedule Report-specific schedules


• Shared schedules are created as separate in use by multiple • Report-specific schedules are created when
items. After they are created, they can be reports/subscriptions, the report you define a subscription or set report
referenced when defining a subscription or server creates individual schedules execution properties.
other scheduled operations.
• A shared schedule can be used by any for those reports/subscriptions.
number of published reports and The details in the shared schedule
subscriptions. are transferred to the individual
schedules.

Standard subscriptions Data-driven subscriptions


• In the standard report subscription, SSRS • In a data-driven subscription, we can use
generates a report and delivers it based on data or the report parameters values from the
schedule and delivery method (email or file SQL query.
share).
LESSON 2: CACHING, SNAPSHOTS,
AND COMMENTS

Caching Snapshots Comments


• A report server can cache a copy of a processed • A snapshot is a report that contains layout • As of SQL Server 2017, end-users now have the
report and return that copy when a user opens the information and query results that were retrieved at added functionality of adding comments to reports.
report. a specific point in time. • Comments can be replied to and a conversation
• Caching can shorten the time required to retrieve a • A snapshot is a persisted copy of the report stored about a report can be conducted via comments.
report if the report is large or accessed frequently. for good on the report database. You can have as • Attachments can be added to comments in SSRS.
• A cached report is not persisted, it has a lifetime. many as you need.
• You can only have one instance per report (or one
per combination of parameters).
MODULE 7: ADD ACCOUNTS/GROUPS

Add these users: Add these groups


• AssociateSalesA • Associate – Sales
• AssociateSalesB • Add both Associate users to this
• ManagerSalesA group
• ManagerSalesB • Manager – Sales
• FileShare • Add both Manager users to this
• Execution group
LESSON 3: REPORT SUBSCRIPTION
AND DELIVERY

Subscriptions can be used


For example, every
to schedule and automate Users might want the
Wednesday, save the
the delivery of reports reports in a specific
Drilldown report as a
and contain a specific set format such as Word,
Word document to a file
of report parameter Excel, HTML, PDF, etc.
share.
values.

A single report can have


multiple subscriptions to
vary the subscription
options (e.g., differing
regions).
LESSON 3: TYPES OF SUBSCRIPTIONS

Standard subscriptions are Data-driven subscriptions get


created and managed by subscription information at run
For each standard subscription,
individual users. time by querying an external data
there is one set of report
source that provides values used
It consists of static values that presentation options, delivery
to specify a recipient, report
cannot be varied during options, and report parameters
parameters, or application
subscription processing. format.

To use data-driven subscriptions,


You might use data-driven you must have expertise in
subscriptions if you have a very building queries and an
large recipient list or if you want understanding of how parameters
to vary report output for each are used. Report server
recipient. administrators typically create
and manage these subscriptions.
MODULE 8: ADMINISTERING
REPORTING SERVICES

Lesson 1: Lesson 2:
Administering reporting Reporting services
services performance
LESSON 1: ADMINISTERING
REPORTING SERVICES

In SSRS, administrative tasks


include the configuration of
the web portal and web
Administrators also monitor
service, branding the web
and optimize performance.
portal, and ensuring that
access to sensitive reports is
carefully controlled.
LESSON 1: BRANDING THE WEB
P O RTA L

A brand package for Reporting


You can alter the appearance of the Services consists of three items and is
web portal by branding it to your packaged as a zip file. The files must have the names listed.
business. This is done through a • colors.json Package the files above into a zip file.
brand package. The brand package is • metadata.xml The zip file can be named however
designed so you don't need deep • The metadata.xml file allows you to set the
you like.
cascading style sheet (CSS) name of the brand package, and has a
knowledge to create it. reference entry for both your colors.json and
logo.png files.
• logo.png (optional)

Branding the web portal - SQL Server


Reporting Services (SSRS) | Microso
ft Docs
LESSON 1: SECURITY

Before you provide reports to your users, Reporting Services installs with predefined
you need to give them the appropriate roles that you can use to grant access to
access within the Microsoft SQL Server Users/Groups must be set up in Windows report server operations. Each predefined
Reporting Services application. You use before the role assignments can be made in role describes a collection of related tasks.
the SSRS role-based security to assign SSRS. You can assign groups and user accounts to
Active Directory users and groups to SSRS predefined roles to provide immediate
roles for both the site and folders. access to report server operations.

Pre-defined roles are defined by the tasks


that it supports. There are two types:
• Item-level roles are defined on the root node and all
items throughout the report server folder hierarchy.
• System-level roles authorize access at the site level.
• Item and system-level roles are mutually exclusive
but are used together to provide comprehensive
permissions to report server content and operations.
LESSON 1: SECURITY PRE-DEFINED
ROLES

Pre-defined role Scope Description


Content Manager Item May manage content in the Report Server. This includes folders, reports,
and resources.
Publisher Item May publish reports and linked reports to the Report Server
Browser Item May view folders, reports, and subscribe to reports.
Report Builder Item May view report definitions.
My Reports Item May publish reports and linked reports; manage folders, reports, and
resources in a users My Reports folder.
System System View and modify system role assignments, system role definitions, system
Administrator properties, and shared schedules, in addition to create role definitions, and
manage jobs in SSMS.
System User System View system properties, shared schedules, and allow use of Report Builder
or other clients that execute report definitions.
L E S S O N 1 : P R E - D E F I N E D R O L E TA S K S

Role definitions - pre


defined roles - SQL S
erver Reporting Servi
ces (SSRS) | Microso
LESSON 2: REPORTING SERVICES
PERFORMANCE

Use a combination of technologies and Task Manager provides information about


tools to get comprehensive information programs and processes running on your
Use performance monitoring tools to
about how the system is performing. computer. You can use Task Manager to
monitor report server performance to
Microsoft Windows Server operating monitor key indicators of your report You can use Event Viewer and Performance
evaluate server activity, watch trends,
systems provide performance information server's performance. You can also assess Monitor to create logs and alerts about
diagnose system bottlenecks, and gather
through the following tools: the activity of running processes and view report processing and resource
data that can help you determine whether
• Task Manager graphs and data on CPU and memory consumption.
the current system configuration is
• Event Viewer usage. For information about using Task
sufficient.
• Performance Monitor Manager, see the Microsoft Windows
• Process Monitor product documentation.

If you leave a configuration item in your


report server but don't fully set it up, then
reporting services will report an error when
it attempts to load it. To prevent this, Errors and Events Reference (Reporting Ser Monitor Resource Usage (Performance Mo
simply comment out the sections, in vices) - SQL Server Reporting Services (SS nitor) - SQL Server | Microsoft Docs
rsreportserver.config, that are not being RS) | Microsoft Docs
used
MODULE 9: EXTENDING REPORTING
SERVICES

Lesson 2:
Lesson 1:
Extending reporting
Expressions and
services with Custom
embedded code
Assemblies
LESSON 1: EXPRESSIONS AND
EMBEDDED CODE

In paginated reports, expressions are


used throughout the report definition to
specify or calculate values for SSRS allows us to add embedded
We have already used expressions parameters, queries, filters, report item customized code to a report in order to
during this course, and we will use an properties, group and sort definitions, Expression uses in paginated reports - perform functions that may not be
expression in this section as well. text box properties, bookmarks, Microsoft Report Builder & Power BI R available or easily implemented in
document maps, dynamic page header eport Builder | Microsoft Docs SSRS.
and footer content, images, and dynamic
data source definitions.

Embedded code is created on the code


The code which is embedded must be
tab of the Report Properties dialog box Embedded code can also be created in a
Visual Basic and allows for code
and then referenced in an expression for Class Library which enables it to be
reuse which in turn may simplify
the report object being impacted by the copied and pasted into any Report.
report updates.
code.
LESSON 2: EXTENDING REPORTING
SERVICES – CUSTOM ASSEMBLIES

One way to include custom code in your


reports is to create a custom assembly using
the Microsoft .NET Framework that you can
reference from within your report definition
Once these steps are completed, the dll
files. The server calls the functions in your Custom assemblies allow for consistent code
(dynamic link library) file must be deployed to
custom assemblies when a report is run. reuse and simplified maintenance of standard
the report server bin directory along with the
Custom assemblies can be used to retrieve code across multiple reports and projects.
windows\assembly directory on the reports.
specialized functions that you plan to use in
your reports. A custom assembly is basically a
custom function library that is available to
every new report project created.

Finally, in the report itself, a reference must be


Unlike embedded code in SSRS, custom
added for the assembly, and then at last the
assembly code can be written in Visual Basic,
assembly functions can be used and referenced
C#, C++ and others.
within the report.
MODULE 10: INTRODUCTION TO
MOBILE REPORTS

Lesson 1: Lesson 2: Lesson 3:


Overview of mobile Preparing data for Mobile report
reports mobile reports publisher
LESSON 1: OVERVIEW OF MOBILE
REPORTS

With SQL Server Mobile Report


Publisher, you can quickly create
Reporting Services mobile reports, Lay out your mobile reports on a
Connect your mobile reports to a
optimized for mobile devices and a design surface with adjusting grid
range of data sources, including on-
variety of other form factors. Mobile rows and columns, and flexible
premises SQL Server and Analysis
reports feature an assortment of mobile report elements that scale well
Services data.
visualizations, from time, category, to any screen size.
and comparison charts, to treemaps
and custom maps.

Then save these mobile reports to a


Reporting Services server, and view
and interact with them in a browser or
in the Power BI mobile app on iPads,
iPhones, Android phones and tablets,
and Windows devices.
L E S S O N 2 : P R E PA R I N G D ATA F O R
MOBILE REPORTS

To prepare for mobile You can have You can create


reports, you will need multiple shared multiple KPIs and
a shared data source datasets based off the mobile reports from
and shared dataset. shared data source. the shared datasets.

Mobile reports are


created in the SQL
Server Mobile Report
Publisher.
M O D U L E 11 : D E V E L O P I N G M O B I L E
REPORTS

Lesson 1:
Designing, Publishing and
Accessing Mobile Reports
LESSON 1: USING THE POWER BI MOBILE
APP TO ACCESS SSRS MOBILE REPORTS

Here is a step-by-step
guide on how to access
SSRS mobile reports on
View on-premises report
a mobile device (tablet or s and KPIs in the Power
phone) via the Power BI BI mobile apps - Power
mobile app. BI | Microsoft Docs
MODULE
11 :
DEVELOPI
NG
MOBILE
REPORTS

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