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Ad Hoc Reporting with Ad Hoc Reporting with Report Builder Report Builder David Lean David Lean Principal Technology Specialist Principal Technology Specialist Microsoft Australia Microsoft Australia BI316

Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

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Page 1: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Ad Hoc Reporting with Ad Hoc Reporting with Report BuilderReport Builder

David LeanDavid LeanPrincipal Technology SpecialistPrincipal Technology SpecialistMicrosoft AustraliaMicrosoft Australia

BI316

Page 2: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Visit Visit www.sqlserver.com.auwww.sqlserver.com.auAustralian SQL User GroupsAustralian SQL User Groups

for SQL professionals & those who want to be.for SQL professionals & those who want to be.

Monthly Meetings+ Great info+ Great Contacts+ Pizza & Beer

It’s Free !!!

• Adelaide• Brisbane• Canberra• Melbourne• Sydney• Perth

Page 3: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Why Report Builder?Why Report Builder?

Report Report ConsumersConsumers

Business Business UsersUsers

Power UsersPower UsersDevelopersDevelopers

Page 4: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Why Report Builder?Why Report Builder?

Report Report ConsumersConsumers

Business Business UsersUsers

Report Viewer

Power UsersPower UsersDevelopersDevelopers

Report Designer

Page 5: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Why Report Builder?Why Report Builder?

Report Report ConsumersConsumers

Business Business UsersUsers

Report Viewer

Report Builder

Power UsersPower UsersDevelopersDevelopers

Report Designer

Page 6: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

What is Report Builder?What is Report Builder?A new A new adad--hoc report design toolhoc report design tool for SQL for SQL Server Reporting Services Server Reporting Services Targeted at Targeted at business usersbusiness users

who want to find and share answers to interesting who want to find and share answers to interesting questionsquestions

Driven from a Driven from a business model of the databusiness model of the dataso users do not need to understand the so users do not need to understand the underlying data structuresunderlying data structures

Fully integrated with Reporting ServicesFully integrated with Reporting ServicesDelivered in Delivered in SQL Server 2005SQL Server 2005Not Not

a a Full analytical clientFull analytical clientNor Nor

Replacement for Pivot TablesReplacement for Pivot Tables

Page 7: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Report Builder ArchitectureReport Builder Architecture

SQL Server CatalogSQL Server CatalogSQL Server Catalog

Web Service / URL interfaceWeb Service / URL interfaceWeb Service / URL interface

RenderingRendering

SecuritySecurity

DeliveryDelivery

QueryQuery

Report ServerReport Server

ManagementStudio

ManagementStudio

Report BuilderClient

Report BuilderReport BuilderClientClient

ModelDesignerModelModel

DesignerDesigner

Data SourcesSQL Server,

Analysis Services

Drillthrough report generationDrillthrough report generation

Query generationQuery generation Model SecurityModel Security

Report ProcessingReport Processing

ReportDesigner

ReportDesigner

ReportManagerReport

Manager

Page 8: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Report Builder ClientReport Builder ClientReport Builder is a Report Builder is a ““Click OnceClick Once”” Windows Windows application managed on the Report Serverapplication managed on the Report ServerRequires Requires .NET Framework 2.0.NET Framework 2.0Users download and launch the client from Users download and launch the client from the Report Manager or 3rd party applicationsthe Report Manager or 3rd party applicationsBuilt on top of familiar Microsoft Office Built on top of familiar Microsoft Office paradigms: Excel, PowerPointparadigms: Excel, PowerPointReports built with report templates Reports built with report templates (textboxes, tables, matrices, charts)(textboxes, tables, matrices, charts)Finished Finished reports can be savedreports can be saved on the serveron the server

Page 9: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Report BuilderReport Builder

Page 10: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Report Builder ReportsReport Builder ReportsReport Builder reports are Report Builder reports are just like any otherjust like any otherReporting Services Reporting Services reportreport……

Report Builder reports are defined in RDLReport Builder reports are defined in RDLManaged by the same APIsManaged by the same APIsSecured by the same APIs Secured by the same APIs

ExceptExcept: Report Builder reports : Report Builder reports contain contain semantic model metadatasemantic model metadata

When an Report Builder report is requested by When an Report Builder report is requested by report processing, the metadata is used to report processing, the metadata is used to generate a query in the source languagegenerate a query in the source languageA new component on the Report Server handles A new component on the Report Server handles the query generationthe query generation

Page 11: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Infinite DrillInfinite DrillAutomatic generation ofAutomatic generation of new drillthrough new drillthrough reportsreports allows users to explore data along allows users to explore data along model navigation pathsmodel navigation pathsQueries for navigation reports are Queries for navigation reports are generated on the fly, passing the context generated on the fly, passing the context of the userof the user’’s current s current ““locationlocation””Users can keep drilling as long as there is Users can keep drilling as long as there is a path to follow from the current itema path to follow from the current itemCustom reports can be specified for model Custom reports can be specified for model itemsitems

Page 12: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Model DesignModel DesignModel DesignerModel Designer is interface for designing and is interface for designing and editing a modelediting a model

New project type in BI Development StudioNew project type in BI Development StudioDefine fields and rolesDefine fields and rolesDefine calculated fieldsDefine calculated fieldsOrganize modelOrganize model

Models can be autoModels can be auto--generatedgenerated in Model in Model Designer or on the Report ServerDesigner or on the Report Server

Generates entities, fields and roles based on Generates entities, fields and roles based on source metadatasource metadataAutoAuto--generation against SQL Server and Analysis generation against SQL Server and Analysis Services databasesServices databases

Page 13: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Model DesignerModel Designer

Page 14: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Report ModelsReport ModelsModels define entities, fields and roles available for Models define entities, fields and roles available for Report BuilderReport BuilderModels reference a Models reference a data sourcedata source

(either SQL Server or Analysis Services)(either SQL Server or Analysis Services)Models are stored in the Report Server as a new item Models are stored in the Report Server as a new item typetype

Includes new management APIsIncludes new management APIs

Published models Published models can be securedcan be securedItems within models (entities, fields, roles) can also be Items within models (entities, fields, roles) can also be secured secured Users only see items they have permissions to seeUsers only see items they have permissions to see

Model security and management through SQL Server Model security and management through SQL Server Management StudioManagement Studio

Page 15: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

Report Builder vs. Report DesignerReport Builder vs. Report DesignerReport BuilderReport Builder Report DesignerReport DesignerTargeted at business usersTargeted at business users Targeted at IT pros and Targeted at IT pros and

developers developers Ad hoc reportsAd hoc reports Production reportsProduction reportsAutoAuto--generates queries generates queries using semantic layer on top using semantic layer on top of the sourceof the source

Native queries (SQL, OLE Native queries (SQL, OLE DB, XML/A, ODBC, Oracle)DB, XML/A, ODBC, Oracle)

Reports built on templatesReports built on templates FreeFree--form (nested, banded) form (nested, banded) reportsreports

ClickClick--once application, once application, easy to deploy and manageeasy to deploy and manage

Integrated into Visual Integrated into Visual StudioStudio

Cannot import Report Cannot import Report Designer reportsDesigner reports

Can work with reports built Can work with reports built in Report Builderin Report Builder

Can nowCan now import Report Designer reports,import Report Designer reports,If created using Model as data sourceIf created using Model as data source

Page 16: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

We invite you to participate in ourWe invite you to participate in ouronline evaluationonline evaluation on CommNet,on CommNet,

accessible Friday onlyaccessible Friday onlyIf you choose to complete the evaluation online, If you choose to complete the evaluation online,

there isthere is no need to complete the paper evaluationno need to complete the paper evaluation

Page 17: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated
Page 18: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated
Page 19: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

ResourcesResources

http://www.microsoft.com/SQL/Reporting

Page 20: Ad Hoc Reporting with Report Builder · Model Designer is interface for designing and editing a model New project type in BI Development Studio Define fields and roles Define calculated

© 2005 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.