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SQL Server 2016 Reporting Services Cookbook
SQL Server 2016 Reporting Services Cookbook

SQL Server 2016 Reporting Services Cookbook: Your one-stop guide to operational reporting and mobile dashboards using SSRS 2016

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SQL Server 2016 Reporting Services Cookbook

Chapter 2. Authoring Reports with SQL Server Data Tools

In this chapter, we will introduce report development using SQL Server Data Tools (SSDT), integrated with Visual Studio 2015, exploring new features and enhancements related to report authoring. We will cover the following recipes:

  • The designer tool - exploring SSDT
  • Visual Studio 2015 support
  • Creating reports with a table data region
  • Creating reports with a matrix data region
  • Creating reports with a chart data region
  • Managing and configuring parameters

Introduction

In this chapter, we'll roll up our sleeves and start producing reports. But before we do so, we'll need to get familiar with the SQL Server Data Tools environment. Then we'll begin authoring the most common types of reports, including table reports, matrix reports, and list and chart reports.

We'll also see how to work with our reports behind the scenes, looking at configuration options as well as the underlying XML code for a report.

The designer tool - exploring SSDT

SQL Server Data Tools (SSDT) is the main interface for working with SQL Server Business Intelligence projects, including Reporting Services. It offers a full suite of utilities to not only author your reports but also assist you in doing so. It is worth taking time to explore SSDT.

Getting ready

In Chapter 1 , Getting It Ready - Configuring Reporting ServicesInstalling Reporting Services-related tools recipe, describes how to install SQL Server Data Tools. If these instructions were completed successfully, you should be able to launch SSDT. On Windows 10, simply click on the Start menu, pick All apps, and scroll to SQL Server Data Tools 2015, as shown in figure 2.01:

Getting ready

Figure 2.01

Don't confuse the version number of SSDT with the version of SQL Server. The version for SSDT is based on Visual Studio (more on that later). By default, SQL Server Data Tools 2015 comes already installed as part of Visual Studio 2015. If you don't have Visual...

Visual Studio 2015 support

As mentioned in the previous recipe, SSDT is actually a set of templates that exist within the Visual Studio shell. Because of this, Visual Studio is able to support SSDT in a variety of ways. The powerful IDE was explored in the previous section; another key though is keeping up with updates to the SSDT templates.

Getting ready

Prior to checking for updates, you must have an Internet connection. For most users working on development computers or their home workstations, this won't be an issue. If you are updating SSDT on a Windows server, the administrators may have firewall rules in place, which may interfere with the update process. Be sure to check with your system administrators should you have any issues.

How to do it...

  1. Within Visual Studio, select the Tools menu and then Extensions and Updates. When the Extensions and Updates window appears, check the Updates link on the left. You will then see a list of available updates, as shown in figure 2.07:

    How to do it...

    Figure...

Creating reports with a table data region

It's time to create your first report. The most basic of all reports is the table report. This is a row-by-row listing of information. In the process, we'll learn much about the SSDT report interface, including how to use many of the windows within SSDT.

Getting ready...

Before writing any reports, we first need a data source. With SQL Server 2016, Microsoft introduced an entirely new set of sample databases named Wide World Importers. You can find the announcement, along with download links, on the Microsoft website at https://blogs.technet.microsoft.com/dataplatforminsider/2016/06/09/wideworldimporters-the-new-sql-server-sample-database/ . If you find that a lot to type, you can use the shortcut, http://bit.ly/packtwwi . Note that with bit.ly, the URL is case sensitive, so be sure to enter it precisely as shown.

The Wide World Importers, samples actually contain two databases, WideWorldImporters and WideWorldImportersDW. The first is...

Creating reports with a matrix data region

In the previous recipe, you created a report using a Table. A table is great when an entire row is considered a single entity; all of the data on that row together represents what a user needs to know.

Consider a situation where a user is looking at data in aggregate. They are looking for a single data point, such as the grand total sales of product X for the current year. These reports are typically done as a pivot table, a style of report in which both the rows and columns have information and it is the intersection of the row and column that contains the valuable piece of data.

Excel is famous for creating these types of reports, and we can achieve the same result in SSRS by using a Matrix.

Getting ready

We will once again use the WideWorldImportersDW database for our demo. Rather than using the Query Designer in SSRS, we'll use SQL Server Management Studio to develop our query.

In addition to being a bit easier for an experienced developer...

Introduction


In this chapter, we'll roll up our sleeves and start producing reports. But before we do so, we'll need to get familiar with the SQL Server Data Tools environment. Then we'll begin authoring the most common types of reports, including table reports, matrix reports, and list and chart reports.

We'll also see how to work with our reports behind the scenes, looking at configuration options as well as the underlying XML code for a report.

The designer tool - exploring SSDT


SQL Server Data Tools (SSDT) is the main interface for working with SQL Server Business Intelligence projects, including Reporting Services. It offers a full suite of utilities to not only author your reports but also assist you in doing so. It is worth taking time to explore SSDT.

Getting ready

In Chapter 1 , Getting It Ready - Configuring Reporting ServicesInstalling Reporting Services-related tools recipe, describes how to install SQL Server Data Tools. If these instructions were completed successfully, you should be able to launch SSDT. On Windows 10, simply click on the Start menu, pick All apps, and scroll to SQL Server Data Tools 2015, as shown in figure 2.01:

Figure 2.01

Don't confuse the version number of SSDT with the version of SQL Server. The version for SSDT is based on Visual Studio (more on that later). By default, SQL Server Data Tools 2015 comes already installed as part of Visual Studio 2015. If you don't have Visual Studio 2015 already...

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Key benefits

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

Description

Microsoft SQL Server 2016 Reporting Services comes with many new features. It offers different types of reporting such as Production, Ad-hoc, Dashboard, Mash-up, and Analytical. SQL Server 2016 also has a surfeit of new features including Mobile Reporting, and Power BI integration. This book contains recipes that explore the new and advanced features added to SQL Server 2016. The first few chapters cover recipes on configuring components and how to explore these new features. You’ll learn to build your own reporting solution with data tools and report builder, along with learning techniques to create visually appealing reports. This book also has recipes for enhanced mobile reporting solutions, accessing these solutions effectively, and delivering interactive business intelligence solutions. Towards the end of the book, you’ll get to grips with running reporting services in SharePoint integrated mode and be able to administer, monitor, and secure your reporting solution. This book covers about the new offerings of Microsoft SQL Server 2016 Reporting Services in comprehensive detail and uses examples of real-world problem-solving business scenarios.

Who is this book for?

This book is for software professionals who develop and implement reporting solutions using Microsoft SQL Server. It is especially relevant for professionals who are software engineers, software architects, DW/BI engineers, and DW/BI architects who perform simple to complex report authoring implementations. This book is also suitable for those who develop software solutions that integrate reporting solutions and are keen to learn about Microsoft SQL Server 2016’s features and capabilities.

What you will learn

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

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Table of Contents

12 Chapters
1. Getting It Ready – Configuring Reporting Services Chevron down icon Chevron up icon
2. Authoring Reports with SQL Server Data Tools Chevron down icon Chevron up icon
3. Advanced Report Authoring with SQL Server Data Tools Chevron down icon Chevron up icon
4. Authoring Reports with Report Builder Chevron down icon Chevron up icon
5. Improving User Experience – New Designing and Visualization Enhancements Chevron down icon Chevron up icon
6. Authoring Reports with the Mobile Report Publisher Chevron down icon Chevron up icon
7. Consuming Reports – Report Access Enhancement Chevron down icon Chevron up icon
8. Reporting Solutions for BI – Integration Chevron down icon Chevron up icon
9. SharePoint Integration Chevron down icon Chevron up icon
10. Administering and Managing Reporting Services Chevron down icon Chevron up icon
11. Securing Reports in Reporting Services Chevron down icon Chevron up icon
12. Custom Programming and Integration to .NET Applications Chevron down icon Chevron up icon

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