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Agenda
• Introduction - 9:00 to 9:10 am (10 min)
• Presentation Part 1 - 9:10 to 9:30 am (20 min)
• Activity 1 - 9:30 to 10:00 am (30 min)
• Break - 10:00 to 10:30 am (30 min)
• Presentation Part 2 - 10:30 to 11:00 am (30 min)
• Activity 2 - 11:00 to 11:30 am (30 min)
• Questions / Feedback - 11:30 to 11:45 am (15 min)
2
• SSAS, SSIS and SSRS
• Friendly and Intuitive
• SSRS - Report File is Reportname.rdl
MS BI Stack Tool
3
SSRS Features
• Grouping
• Tabular and Matrix
• Interactive Sorting
• Presentation – Framing
• Charts
• Build and Deploy on Web
4
Types of Reporting in IMIS• IQA Reports
• Stand Alone SSRS Reports – Part 1
• IQA and SSRS Reports – Part 2
• Communication Template (attaching SSRS Report)
5
Stand Alone SSRS Reports
Standalone SSRS reports allows more creativity and freedom, but can be reserved for more experienced reporting users
• Designed your own RDL templates outside of iMIS
• Dataset can be renamed
• Datasource name should be “IMIS”
• Multiple Parameter(s) (No Drop downs)
• Displaying reports using the “Report Display”iPart content item in RISE
6
IQA and SSRS Report
Changes to the report can be made directly:
• Complex structure
• No Dropdown Parameter(s)
• Some SQL knowledge is required
• The best practice is to use Business Objects as the data source for reports.
• Require a basic level of SQL knowledge as IQA is the main query source
7
Part 1 - Stand Alone SSRS Reports
• A .rdl file can be attached to a Rise Page using a “Report Display” iPart
• Can take Multiple Parameter(s)
• The Report needs to saved in the “Document System” in RISE
8
Stand Alone SSRS Continued
12
Challenge: How to call/use the parameter(s) from query string in the URL?Report URL:http://my.dev2.enform.ca/iMIS/Members/ID_Card/TAC_Report.aspx &ID=2971891&CARDID=1888337Use the Prompt:
Activity 1
• Make a List of Company’s Active Employees Using Name table, showing Company, ID, Full Name, Designation, Birthdate and Gender
• The Report should be grouped by the Company as Parent Group
• Interactive sorting on the FullName of the Employees
• Gender should be converted into full for e.g. Male and Female
• Make an extra column as “Colour Marking”, background colour for Male as Blue and Female as Pink
• Company ID should be taken as Parameter
• Deploy the report into RISE
• Access the Rise Page from Web and pass the Parameter in the URL
13
IQA and SSRS
• The .rdl (SSRS Report) is only used for formatting purpose
• The IQA is the Data driven part in this Type of Reporting
• Limited to fixed naming convention for Datasets and DataSource in the SSRS Report
• Very Complex Architecture (3 Layers) if needs editing in the Report
15
Layer 1 - IQA
• Create an IQA and in the “Report Tab” press “Save Report Definition to Workstation” button
• The file will be .rdl file (which the report file in SSRS Project)
• Open the .rdl file in a Visual Studio Project for editing and formatting
18
Layer 2 – Report Template
19
• Create an Report Template by using a “Reporting Services Template” from New in RISE
• Attach the .RDL file to the Reporting Services Template from SSRS Project after formatting it as per your business requirements
Layer 3 – IQA and SSRS
20
• Create an Report by using a “Reporting Services Report” from New in RISE
• Attach the SSRS Template and IQA to the “Reporting Services Report” in Sources Tab
Activity 2
• Create a Student Record showing his Name and all his/her Address.
• You can use CsContact and CsContactAddress BO and link them in the IQA
• Convert the IQA into SSRS Report
• Format the Report in a presentable manner where the Student Name show on the Top and Address in the Detail Row Group
• Display your Company’s Logo (Optional) on the Left corner of the page
• Upload the Report into IMIS – Rise page
• View by using the IMIS login Credential display the report on Web
25
Communication Template (attaching SSRS Report)
• A Stand Alone SSRS Report from the Document System can be send in Communication Template (Email) using Process Automation
• For e.g. an Automated Invoice can be send to a Customer from IMIS using his/her IMIS ID as a parameter in the Report
• A PDF File is delivered to the Customer as attachment
26
Communication Template (attaching SSRS Report)
27
• The email is send in Actions Tab in Process Automation
Question And Answer
28
• Any questions?• For feedback and comments please email me• Email: [email protected]