SSRS Exercise

Exercise Document on Reporting Services

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EXERCISES ON REPORTING SERVICES

PRE-REQUISITES

▪ Open Business Intelligence Development Studio and create a

project by selecting “Report Server Server”.

▪ Create a Data Source with AdventureWorks Database and

Windows NT Authentication

▪ In the Project properties set the target path as

http://localhost/reportserver

I DESIGNING REPORTS

EXERCISE1:

LEARNING POINTS:

Embedded Image

Matrix Report

Dril ldown

Grouping and Sorting

Use of Text Box

Toggle Grouped items on the report

STEPS:

▪ Create a data set with the Query below

Which retrieves Product Category, sub category, Year, Quarter,

Month wise sales from ProductSubCategory, SalesOrderHeader,

SalesTerritory, SalesOrderDetail tables in AdventureWorks

database for period of 2002 and 2003:

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SELECT PC.Name AS ProdCat, PS.Name AS SubCat, DATEPART(yy, SH.OrderDate) AS OrderYear, 'Q' + DATENAME(qq, SH.OrderDate) AS OrderQtr, DATENAME(mm, SH.OrderDate) AS OrderMonth, ST.Name as Country, SUM(SO.UnitPrice * SO.OrderQty) AS SalesFROM PRODUCTION.ProductSubCategory PS INNER JOIN SALES.SalesOrderHeader SH INNER JOIN SALES.SalesOrderDetail SO ON SH.SalesOrderID = SO.SalesOrderID INNER JOIN SALES.SalesTerritory ST ON SH.TerritoryID = ST.TerritoryID INNER JOIN PRODUCTION.Product P ON SO.ProductID = P.ProductID ON PS.ProductSubCategoryID = P.ProductSubCategoryID INNER JOIN PRODUCTION.ProductCategory PC ON PS.ProductCategoryID = PC.ProductCategoryIDWHERE (SH.OrderDate BETWEEN '1/1/02' AND '12/31/03')GROUP BY DATEPART(yy, SH.OrderDate), PC.Name, PS.Name, 'Q' + DATENAME(qq, SH.OrderDate), DATENAME(mm, SH.OrderDate), ST.Name, PS.ProductSubCategoryID

▪ Using Toolbox, Add a Matrix to Design Layout

▪ Add ProdCat, SubCat fields to row group in the Matrix

▪ Add OrderYear, OrderQtr, OrderMonth, Country fields to column

group in the Matrix

▪ Add sales field to Details group in the matrix

▪ For all the rows and columns, Change the Name property

appropriately.

GROUPING

F IELD INITIAL VISIBILITY

PROPERTY

WHETHER CAN BE

TOGGED BY ANOTHER

PRODUCT ITEM AND IF

YES, THE REPORT

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ITEM

ProductCat Visible -

Subcat Hidden ProductCat

OrderYear Visible -

OrderQtr Hidden OrderYear

OrderMonth Hidden OrderQtr

Country Hidden OrderMonth

SORTING

▪ SORT the “OrderQtr” by Ascending.

ADD BACKGROUND

PROPERTY SUB PROPERTY VALUE

Prerequisite task Drag and drop

Image item from

Toolbox

Background Image Source

Value

Embedded

Chose Embedded

image using the

image Wizard

Note: Delete the

image control

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placed on the

report layout,

after you set the

Background

Source and Value

FORMAT

FORMAT VALUE

Add Border Style & Color to entire matrix Solid & Black

Assign background Color for each text box in

the matrix

Yellow

Assign Border for each text box in the matrix Solid

Drag and drop a text box on top of the matrix

report

Name of the

Report

ProductCat Text Align: Left

SubCat Text Align :

Right

OrderYear, OrderQtr, OrderMonth, Country,

Sales

Text Align:

Center

▪ Preview the Report

ADDITIONAL SCENARIOS TO TEST:

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▪ Sort : quarter, month and country

▪ Remove OrderQtr from Matrix

▪ Remove OrderMonth

▪ Remove the image

EXERCISE 2:

LEARNING POINTS:

Creating Dynamic Queries

STEPS:

▪ Create a Employee dataset with the following query:

Select c.firstname, c.lastname, e.title, d.departmentIDFrom HumanResources.EmployeeDepartmentHistory D INNER JOINHumanResources.Employee E ON D.EmployeeID = E.EmployeeID INNER JOINPerson.Contact C ON E.ContactID = C.ContactIDWhere D.DepartmentID=1Order By c.lastname

▪ Create a Department dataset with the following query:

SELECT 0 AS DepartmentID, 'All' AS NameUNIONSELECT DepartmentID, NameFROM HumanResources.DepartmentORDER BY Name

▪ Add a Table in the layout view placing the following fields from the

first data set in Detail Area:

FirstName

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LastName

Title

▪ Using the menu option Report ->ReportParameters, create a report

parameter with the following properties set:

Name:Department

Data Type: String

Prompt: Deparment

Allow null value , Allow blank value : False

For Available values, select From query.

Dataset: Departments

Value field: DepartmentID

Label f ield: Name.

▪ Modify the Employee dataset as follows:

="SELECT c.firstname, c.lastname, e.title, d.departmentID " &

"From HumanResources.EmployeeDepartmentHistory D " &

"INNER JOIN HumanResources.Employee E " &

"ON D.EmployeeID = E.EmployeeID " &

"INNER JOIN Person.Contact C " &

"ON E.ContactID = C.ContactID " &

Iif(Parameters!Department.Value = 0, "", "WHERE D.DepartmentID = " &

Parameters!Department.Value) &

"ORDER BY C.LastName"

▪ Preview the report – the query will use the report parameter.

EXERCISE 3:

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LEARNING POINTS:

Tabular report

Grouping

Sorting

Using Page Header & Page Footer

Embedding Image

Using page Numbers

Interactive Sorting

STEPS:

▪ Create a dataset with the following query:

Which retrieves product wise, quantity sold from product,

SalesOrderDetail, and SalesOrderheader tables

SELECT Production.Product.Name, SUM(Sales.SalesOrderDetail.OrderQty) AS [ Quantity Sold ], DATEPART(yy, Sales.SalesOrderHeader.OrderDate) AS YearFROM Production.Product INNER JOIN Sales.SalesOrderDetail ON Sales.SalesOrderDetail.ProductID = Production.Product.ProductID INNER JOIN Sales.SalesOrderHeader ON Sales.SalesOrderHeader.SalesOrderID = Sales.SalesOrderDetail.SalesOrderIDGROUP BY DATEPART(yy, Sales.SalesOrderHeader.OrderDate), Production.Product.Name

▪ Add a table to Design Layout.

▪ Drag and drop the 3 fields in the Detail Area: Name, year and

Quantity

▪ Add Itemname field to grouping table properties.

GROUPING

F IELD PROPERTY

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ItemName

(Header)

Select the following:

Include group header

Include group footer

Page Break at end

Repeat group header

Repeat group footer

Year of Sale

(header)

Select the following:

Include group header

Include group footer

ID_Quantity_Sol

d (Table Footer)

Drag the ID_Quantity_Sold field to the Table Footer area in the same column where ID_Quantity_Sold Column is present. This adds the following expression: =Sum(Fields!ID_Quantity_Sold_.Value)

FORMAT

FORMAT VALUE

Add Border & Color to entire

Table

Solid & Black

Text Alignment in the Table Center

Data Sorting Year

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Assign color & make the font bold

for Table Group Header

Orange

▪ To add Page Numbers in page footers : Navigate menu Report

Page Footer. This adds the Footer area in the layout. Drag and drop

a text box in the footer and set Expression: =”Page :” & Globals!

PageNumber . (To do this, set the Value property of the text box).

▪ Right-click the column heading for the year column. Right-click for

Properties and select Interactive Sort. Select Add an interactive

sort action to this text box. Specify the sort expressions as

=Fields!Year.Value.

▪ Preview the report. Check that the effect of GroupHeader is not visible. Check the effect of

Interactive sort.

ADDITIONAL:

▪ Add conditional format – Set Expression in Font Property of

Quantity Sold Textbox using expression like this: =iif(Fields!

ID_Quantity_Sold_.Value < 300, "Red", "Black")

▪ Add Item Name to table group header and remove it from the

Details. This will ensure that Item name is displayed only once as

Group Header.

▪ Clear “Page Break At End” checkbox and drag and drop Quantity

field Name Footer (under the Quantity Column) . This will display

itemwise totals whenever item changes.

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EXERCISE 4:

LEARNING POINTS:

Tabular report

Using Multiple data sets

Using Parameters

Using single and multi-valued parameters

Scenario 1 : Three parameters, all single-valued

▪ Create a dataset named SalesEmployees that uses an

AdventureWorks data source that gives EmployeeId and LoginID.

▪

SELECT HumanResources.Employee.EmployeeID, HumanResources.Employee.LoginID AS EmployeeFROM HumanResources.Employee INNER JOIN Sales.SalesPerson ON HumanResources.Employee.EmployeeID = Sales.SalesPerson.SalesPersonIDORDER BY HumanResources.Employee.LoginID

▪ Create another dataset named EmplSalesMonth that uses an

AdventureWorks data source giving the sales details for a given

employee for that month and year.

SELECT HumanResources.Employee.LoginID AS Employee, DATEPART(Year, Sales.SalesOrderHeader.OrderDate) AS OrderYear, DATEPART(Month, Sales.SalesOrderHeader.OrderDate) AS OrderMonthNum, DATENAME(Month, Sales.SalesOrderHeader.OrderDate) AS OrderMonth, Production.ProductCategory.Name AS ProdCat, SUM(Sales.SalesOrderDetail.LineTotal) AS SalesFROM Sales.SalesOrderHeader INNER JOIN Sales.SalesOrderDetail ON Sales.SalesOrderHeader.SalesOrderID = Sales.SalesOrderDetail.SalesOrderID INNER JOIN Sales.SalesPerson ON Sales.SalesOrderHeader.SalesPersonID = Sales.SalesPerson.SalesPersonID INNER JOIN

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HumanResources.Employee ON Sales.SalesPerson.SalesPersonID = HumanResources.Employee.EmployeeID INNER JOIN Production.Product ON Sales.SalesOrderDetail.ProductID = Production.Product.ProductID INNER JOIN Production.ProductSubcategory ON Production.Product.ProductSubcategoryID = Production.ProductSubcategory.ProductSubcategoryID INNER JOIN Production.ProductCategory ON Production.ProductSubcategory.ProductCategoryID = Production.ProductCategory.ProductCategoryIDWHERE (DATEPART (Year, Sales.SalesOrderHeader.OrderDate) in (@ReportYear)) AND (DATEPART(Month, Sales.SalesOrderHeader.OrderDate)in( @ReportMonth)) AND (Sales.SalesOrderHeader.SalesPersonID = @EmpID)GROUP BY HumanResources.Employee.LoginID, DATEPART(Year, Sales.SalesOrderHeader.OrderDate), DATEPART(Month, Sales.SalesOrderHeader.OrderDate), DATENAME(Month, Sales.SalesOrderHeader.OrderDate), Production.ProductCategory.Name

▪

▪ Create a third dataset ‘OrderYear’ to retrieve the years. We will

use this for multi-valued parameters.

Select Distinct(Datepart(year,Sales.salesOrderHeader.Orderdate)) as OrderYear from Sales.SalesOrderHeader

▪ Drag and drop the table to the design layout.

▪ Right click on the table select tablix properties

Dataset name = EmpSales

▪ Go to parameters select reportYear right click on it select

parameter properties

Click on Available values choose get values from a query

Set dataset name = OrderYear

ValueField = OrderYear

labelField = OrderYear

Click OK

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▪ Again Go to parameters select EmpID right click on it select

parameters properties

Click on Available values choose get values from a query

Set dataset name = SalesEmployee

ValueField = EmpID

LabelField = EmpID

Click ok

▪ Again Go to parameters select ReportMonth right click on it

select parameters properties

Click on Available values choose specify values from a query

Add 12 labels and name them from Jan to Dec, values from 1 to

12

Click Ok

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Click OK

▪ Run the report for output with the following parameters:-Year

=2004 Month = January EmpID = 283.

Scenario 2 : Three parameters, one is multi-valued

▪ Remove the Table from above Report

▪ Drag and Drop a list to the design layout

▪ Place table into this list.

▪ Add data to the table from EmpMONTH dataset

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▪ Select List and Delete Details from RowGroup (from down left panel

of the window)

▪ Select List Right Click Add Group Row Group Parent

Group

▪ Group by = Order Year

▪ Click OK

▪ Go to parameters Right Click on ‘ReportYear’ Properties

Check Allow multiple vales

▪ Click OK

Run the report. Verify that the entire list of unique year values is

displayed. Run the report and verify output with the following

parameters: Year = 2003, 2004 Month = January EmpID = 283.

Scenario 3 : Three parameters, two are multi-valued

▪ Go to design layout of Above Report

▪ Select list select order Year right click add group child

group group by = OrderMonth

▪ Click OK

▪ Go to parameters right click ReportMonth parameters

properties check allow multiple values

▪ Click default values from left panel

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▪ Choose specify values add values

Value = 1

Value = 2

Click OK

▪ Run the report for Output with the following parameters:-Year =

2003, 2004 Month = January, February and March. EmpID = 283.

EXERCISE 5: ORDER DETAILS

LEARNING POINT:

Table report

List

STEPS

▪ The following query gets the order details l ike quantity, price and

discount for a given salesordernumber. Create OrderDetails

dataset with this following query:

SELECT Sales.SalesOrderDetail. SalesOrderDetailID, Sales.SalesOrderDetail.OrderQty, Sales.SalesOrderDetail.UnitPrice, CASE WHEN sales.SalesOrderDetail.UnitPriceDiscount IS NULL THEN 0 ELSE sales.SalesOrderDetail.UnitPriceDiscount END AS UnitPriceDiscount, Sales.SalesOrderDetail.LineTotal, Sales.SalesOrderDetail.CarrierTrackingNumber, Sales.SalesOrderDetail.SalesOrderID, Production.Product.Name, Production.Product.ProductNumberFROM Sales.SalesOrderDetail INNER JOIN Production.Product ON Sales.SalesOrderDetail.ProductID = Production.Product.ProductID INNER JOIN Sales.SalesOrderHeader ON Sales.SalesOrderDetail.SalesOrderID = Sales.SalesOrderHeader.SalesOrderIDWHERE (Sales.SalesOrderHeader.SalesOrderNumber = @SalesOrderNumber)ORDER BY Sales.SalesOrderDetail. SalesOrderDetailID

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▪ Create an another dataset called SalesOrder that gets the

shipping method, shipping address etc for a given

salesordernumber:

▪

SELECT Sales.SalesOrderHeader.SalesOrderNumber, Sales.Store.Name AS SalesStore, Sales.SalesOrderHeader.OrderDate, HumanResources.Employee.LoginID AS SalesLoginID, HumanResources.Employee.Title AS SalesTitle, Sales.SalesOrderHeader.PurchaseOrderNumber, Purchasing.ShipMethod.Name AS ShipMethod, BillAddress.AddressLine1 AS BillAddress1, BillAddress.AddressLine2 AS BillAddress2, BillAddress.City AS BillCity, BillAddress.PostalCode AS BillPostalCode, BillStateProvince.Name AS BillStateProvince, ShipAddress.AddressLine1 AS ShipAddress1, ShipAddress.AddressLine2 AS ShipAddress2, ShipAddress.City AS ShipCity, ShipAddress.PostalCode AS ShipPostalCode, ShipStateProvince.Name AS ShipStateProvince, ShipCountryRegion.Name AS ShipCountryRegionFROM Sales.SalesOrderHeader LEFT OUTER JOIN Person.Address AS BillAddress INNER JOIN Person.StateProvince AS BillStateProvince ON BillAddress.StateProvinceID = BillStateProvince.StateProvinceID INNER JOIN Person.CountryRegion AS BillCountryRegion ON BillAddress.PostalCode = BillCountryRegion.CountryRegionCode ON Sales.SalesOrderHeader.BillToAddressID = BillAddress.AddressID LEFT OUTER JOIN Person.Address AS ShipAddress INNER JOIN Person.StateProvince AS ShipStateProvince ON ShipAddress.StateProvinceID = ShipStateProvince.StateProvinceID INNER JOIN Person.CountryRegion AS ShipCountryRegion ON ShipAddress.PostalCode = ShipCountryRegion.CountryRegionCode ON Sales.SalesOrderHeader.ShipToAddressID = ShipAddress.AddressID LEFT OUTER JOIN HumanResources.Employee ON Sales.SalesOrderHeader.SalesPersonID = HumanResources.Employee.EmployeeID LEFT OUTER JOIN Purchasing.ShipMethod ON Sales.SalesOrderHeader.ShipMethodID = Purchasing.ShipMethod.ShipMethodID LEFT OUTER JOIN Sales.Store ON Sales.SalesOrderHeader.CustomerID = Sales.Store.CustomerIDWHERE (Sales.SalesOrderHeader.SalesOrderNumber = @SalesOrderNumber)

▪ Drag and drop a table on design layout

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▪ Select table and associate table with OrderDetails dataset

▪ Drag and drop a list on above the table and associate it with

SalesOrder dataset

▪ Place text boxes in the list to retrieve values for:

SalesOrderNumber, Current Date (=Now() as value), Order Date

and Purchase Order no.

▪ Add a group with name as “Item” and GroupOn Expression as

‘=Fields!Name.Value’

FORMAT

F IELD DATA ELEMENT GROUPING

PROPERTIES

Name, OrderQty,

UnitPrice,

LinePriceDiscount and

Line Total

(OrderDetail data set)

Drag and Drop name

to first column in Item

group header

Drag and drop the

other fields in Details

row

Add columns as you

proceed (Select right

most column and right

click ->Insert Column

to the right)

LineTotal Table footer (in the

last column)

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While previewing the report, you need to provide the value for

SalesOrderNumber explicitly (e.g SO43860). This restriction will

be removed in the next exercise.

EXERCISE 6:

LEARNING POINTS:

Tabular report

Grouping

Using Page Header & Page Footer

Dril l thru Report

Text Decoration

Currency Format

STEPS

▪ Use Report Generation Wizard with the inputs as provided below:

▪ Create a dataset with the following query

Which retrieves TerritoryName, SalesPersonId, Name,

Salesordernumber, TotalSales from SalesTerritory, SalesPerson,

Employee, SalesOrderHeader tables in the AdventureWorks

database):

SELECT Sales.SalesTerritory.Name, Sales.SalesPerson.SalesPersonID, HumanResources.Employee.LoginID, Sales.SalesOrderHeader.SalesOrderNumber, Sales.SalesOrderHeader.TotalDueFROM Sales.SalesTerritory INNER JOIN Sales.SalesPerson ON Sales.SalesTerritory.TerritoryID = Sales.SalesPerson.TerritoryID INNER JOIN HumanResources.Employee ON Sales.SalesPerson.SalesPersonID = HumanResources.Employee.EmployeeID INNER JOIN Sales.SalesOrderHeader ON Sales.SalesTerritory.TerritoryID = Sales.SalesOrderHeader.TerritoryID AND

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Sales.SalesPerson.SalesPersonID = Sales.SalesOrderHeader.SalesPersonIDGROUP BY Sales.SalesTerritory.Name, Sales.SalesPerson.SalesPersonID, HumanResources.Employee.LoginID, Sales.SalesOrderHeader.SalesOrderNumber, Sales.SalesOrderHeader.TotalDueORDER BY Sales.SalesTerritory.Name

▪ Report Type as Tabular

▪ Name, LoginId and SalesOrderNo fields as groups

▪ TotalDue as Detail field

▪ Once the report is created, for the SalesOrderNo. Text box, set the

Navigation->HyperLinkAction as “Jump To Report’. Specify the

report made in the previous exercise. Provide Parameter name and

value.( SalesOrderNumber, =Fields!SalesOrderNumber.Value)

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▪ Set Font->Decoration for SalesOrderNo. As ‘Underline’

EXERCISE 7: PRODUCT CATALOG

LEARNING POINTS:

Data bound images

Document Map

Sorting

Page breaks

Nested Data Regions

STEPS

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▪ Create a dataset with that lists the product category, subcategory,

name price and photo of products:

SELECT Production.Product.Name, Production.Product.ListPrice, Production.ProductPhoto.ThumbNailPhoto, Production.ProductCategory.Name AS Category, Production.ProductSubcategory.Name AS SubCategoryFROM Production.Product INNER JOIN Production.ProductProductPhoto ON Production.Product.ProductID = Production.ProductProductPhoto.ProductID INNER JOIN Production.ProductPhoto ON Production.ProductProductPhoto.ProductPhotoID = Production.ProductPhoto.ProductPhotoID INNER JOIN Production.ProductSubcategory ON Production.Product.ProductSubcategoryID = Production.ProductSubcategory.ProductSubcategoryID INNER JOIN Production.ProductCategory ON Production.ProductCategory.ProductCategoryID = Production.ProductSubcategory.ProductCategoryIDGROUP BY Production.ProductCategory.Name, Production.ProductSubcategory.Name, Production.Product.Name, Production.Product.ListPrice, Production.ProductPhoto.ThumbNailPhoto

Drag and drop a list on the layout area and drag and drop a text

box on the list.

For the text box, set value property as =Fields!Category.Value

Set DataSet property for the list

In List properties, click the button ‘Edit DetailsGrouping’ , Create a

group on the list. Value is =Fields!Category.Value

Drag and drop another list within the first l ist. Place a text box

within this list.

For the text box in the inner list, set value property as =Fields!

SubCategory.Value

For the inner list, in List properties, click the button ‘Edit

DetailsGrouping’. Create a group on the list. Value is =Fields!

Category.Value

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Drag and drop another list (third) within the second and place a

table in this list.

Create a group for the third list with value as =Fields!Name.Value

In the Details row in the table, Drag and drop the two fields: Name

and ListPirce.

Drag and drop an Image on the third column, This opens up the

Image Wizard. Provide the following details: ImageSource as

Database, Dataset as the one you have created already,

ThumbNailPhoto as the Image Field.

For all the three lists, in the properties, select “Navigation’” tab.

Set the Document Map Label property to be the same as the

Group Detail Value.

For the outermost list, check the checkbox titled “Insert a Page

Break before the list”.

EXERCISE 8: SALES VS. BUDGET REPORT

LEARNING POINTS:

Charts

Grouping

Sorting

S t e p s :

▪ Create a dataset with the following query

Which retrieves Region wise, Category wise, Sub category wise

products’ sales and budget

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SELECT ST.Name AS REGION, PC.Name AS CATEGORY, PS.Name AS SUBCATEGORY, SUM(SO.UnitPrice * SO.OrderQty) AS SALES, SUM(P.StandardCost * SO.OrderQty) AS BUDGETFROM PRODUCTION.ProductSubCategory PS INNER JOIN SALES.SalesOrderHeader SH INNER JOIN SALES.SalesOrderDetail SO ON SH.SalesOrderID = SO.SalesOrderID INNER JOIN SALES.SalesTerritory ST ON SH.TerritoryID = ST.TerritoryID INNER JOIN PRODUCTION.Product P ON SO.ProductID = P.ProductID ON PS.ProductSubCategoryID = P.ProductSubCategoryID INNER JOIN PRODUCTION.ProductCategory PC ON PS.ProductCategoryID = PC.ProductCategoryIDGROUP BY PC.Name, PS.Name, ST.Name

▪ Place a list on the layout. Set its DataSet property. Create a

DetailsGroup with value as =Fields!REGION.Value

▪ Set the CheckBox ‘Insert a page break after this list”.

▪ Add a table within the list

▪ Add two groups for the table: Category and SubCategory

▪ Drag and drop Category field in the category group header (first

column)

▪ Drag and drop SubCategory field in the SubCategory group header

(second column)

▪ Place Sales and Budget fields in the Details area

▪ Within the list , drag and drop a Chart on the page before the

table. For the chart, set properties as follows:

Data Pane: Set the DataSetName

o Add three CategoryGroups

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:=Fields!SUBCATEGORY.Value,Fields!

CATEGORY.Value, Fields!REGION.Value

o Values: =Sum(Fields!SALES.Value) ,

o For the table properties check the checkbox of the

following properties: Insert Page break after the table,

Repeat header rows and row footers

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II MANAGING REPORTS

EXERCISE:

LEARNING POINTS:

Standard subscription

Data Driven subscription

G e t t i n g S t a r t e d

▪ Ensure that SQL Server agent service is running

▪ Create four shared folders in your system (This is required to test

data-driven and standard subscriptions using FileShareDelivery

Technique).

▪ Build and Deploy the project created earlier.

Standard subscription

▪ Go to the following URL of Report Manager:

http://localhost/reports

▪ Select the Matrix report (done in Exercise 1) thru the home page

of the Report Manager

In Properties pane ->DataSources:

Select the radio button “A Custom Data Source”

Connection Type: Microsoft SQL Server

connection string: Datasource=

localhost;init ialcatalog=adventureworks

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Connection Using : credentials stored securely in the report

server

Specify Username & password1 (Local computer user).

Select “Use as Windows Credentials when connecting to the data

source”

In Subscriptions pane:

Select New subscription

o Select Report Delivery Option ->Report Server Fi leshare.

o Give appropriate fi lename.

o Select the path of one of the shared folders you created (Path

to be given in UNC eg:- \\computername\Drive$\sharename).

o Select the render format of the report.

o Give credentials to access the fi le share (user ID and

Password).

o Select Overwrite f i le share option.

o Select the schedule to run the report

o Schedule: hour, Give the appropriate time to run the report

and give appropriate start t ime.

o After the start t ime, View the shared directory and check that

the report has been dropped.

Data Driven subscription

▪ Create a Subscriberdetail table in adventureworks database as

follows:

i f exists (select * from dbo.sysobjects where id = object_id(N'[dbo].

[subscriberdetail] ' ) and OBJECTPROPERTY(id, N'IsUserTable') = 1)

drop table [dbo].[subscriberdetail]

GO

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CREATE TABLE [dbo].[subscriberdetail] (

[Name] [varchar] (30) COLLATE SQL_Latin1_General_CP1_CI_AS

NOT NULL ,

[File_Share] [varchar] (165) COLLATE

SQL_Latin1_General_CP1_CI_AS NOT NULL ,

[EmployeeID] [varchar] (50) COLLATE

SQL_Latin1_General_CP1_CI_AS NULL ,

[Media_format] [varchar] (50) COLLATE

SQL_Latin1_General_CP1_CI_AS NULL

) ON [PRIMARY]

GO

▪ Insert Rows into the above table

Insert into [dbo].[subscriberdetail] values( ‘ localhost\user’, <File

share 1>, 10, ‘CSV’)

Insert into [dbo].[subscriberdetail] values( ‘Arun’, <File share 2>,

10, ‘Excel’)

Insert into [dbo].[subscriberdetail] values( ‘Meena’, <File share

3>, 10, ‘HTML 4.0’)

▪ Go to the following URL of Report Manager:


▪ Select the Matrix report thru the home page of the Report Manager

In Subscription pane, Select New Data driven subscription

o Delivery Option

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Description: Name of the subscription.

Specify how recipients are notif ied: Report Server Fi le

share

o Connect to the subscriberdetail table

connection string: Datasource localhost;

init ialcatalog=adventureworks

Credentials (localhost\user, password)

Use Windows Credentials

o Query the subscriberdetail table as fol lows and validate

query:

Select * from subscriberdetail

o Choose the delivery extension settings

Filename: appropriate

File extension: true

Path: get value from database->file_share

Render format: get value from database->Media_format

Username: (localhost\user, password)

WriteMode: Overwrite

o Select the schedule to run the report

o Schedule: hour, Give the appropriate time to run the report

and give appropriate start t ime.

o After the start t ime check the fi le shares for each subscriber.

II URL ACCESS

EXERCISE:

LEARNING POINTS:

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URL Access To Report Server

SCENARIOS

▪ Use Command Parameter – ListChildren, Render

▪ Render by specifying Format property

▪ Pass a parameter and render a report that is parameterized

III PROGRAMMATIC ACCESS TO REPORTING WEB

SERVICE

EXERCISE:

LEARNING POINTS:

URL Access To Report Server

Performing Management activities

Programmatic Generation of RDL

SCENARIOS

▪ Create a WinForms application and add reference to Report Server

Web Services

(http://server/reportserver/ReportService2005.asmx?wsdl,

http://server/reportserver/ReportExecution2005.asmx?wsdl

▪ Management Related

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List all items in a given path (ListChildren method)

List all properties of a given item – folder or report item

(GetProperties method)

Create a new Folder (CreateFolder method)

Create a Subscription (CreateSubscription method)

▪ Executing a report

localhost1.ReportExecutionService rs = new localhost1.ReportExecutionService(); rs.Credentials = System.Net.CredentialCache.DefaultCredentials; rs.Url = "http://localhost/reportserver/ReportExecution2005.asmx"; // Render arguments byte[] result = null; string reportPath = "/<Your Report Project>/Report2"; string format = "MHTML"; string historyID = null; string devInfo = @"<DeviceInfo><Toolbar>False</Toolbar></DeviceInfo>"; localhost1.DataSourceCredentials[] credentials = null; string showHideToggle = null; string encoding; string mimeType; localhost1.Warning[] warnings = null; localhost1.ParameterValue[] reportHistoryParameters = null; string[] streamIDs = null;

ExecutionInfo execInfo = new ExecutionInfo(); ExecutionHeader execHeader = new ExecutionHeader();

rs.ExecutionHeaderValue = execHeader;

execInfo = rs.LoadReport(reportPath, historyID);

String SessionId = rs.ExecutionHeaderValue.ExecutionID;

MessageBox.Show("SessionID: {0}", rs.ExecutionHeaderValue.ExecutionID);

try { result = rs.Render(format, devInfo, out encoding, out mimeType, out warnings, out streamIDs);

execInfo = rs.GetExecutionInfo();

MessageBox.Show("Execution date and time: {0}", execInfo.ExecutionDateTime.ToString());

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} catch (SoapException ex) { MessageBox.Show(ex.Detail.OuterXml); } // Write the contents of the report to an MHTML file. try { FileStream stream = File.Create("report.mht", result.Length); MessageBox.Show("File created."); stream.Write(result, 0, result.Length); MessageBox.Show("Result written to the file."); stream.Close(); } catch (Exception ex) { MessageBox.Show(ex.Message); }

}

IV PROGRAMMATIC GENERATION OF REPORT FILE

LEARNING POINTS:

Using API to create a report definition programmatically

▪ Copy the following structure of the RDL Code:

using System;

using System.Collections;

using System.Data;

using System.Data.SqlClient;

using System.IO;

using System.Text;

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using System.Xml;

namespace SampleRDLGenerator

{

class RdlGenerator

{

SqlConnection m_connection;

string m_connectString;

string m_commandText;

ArrayList m_fields;

public static void Main()

{

RdlGenerator myRdlGenerator = new RdlGenerator();

myRdlGenerator.Run();

}

public void Run()

{

try

{

/ / Call methods to create the RDL

this.OpenConnection();

this.GenerateFieldsList();

this.GenerateRdl();

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Console.WriteLine("RDL fi le generated successfully.");

}

catch (Exception exception)

{

Console.WriteLine("An error occurred: " +

exception.Message);

}

f inally

{

/ / Close the connection string

m_connection.Close();

}

}

public void OpenConnection()

{

/ / TODO: Open a connection to the sample database

}

public void GenerateFieldsList()

{

/ / TODO: Generate a l ist of f ields for a report query

}

public void GenerateRdl()

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{

/ / TODO: Generate RDL using XmlTextWriter

}

}

}

▪ Create Connection to the AdventureWorks Database as follows:

Replace the Open connection method by the code below

public void OpenConnection()

{

/ / Create a connection object

m_connection = new SqlConnection();

/ / Create the connection string

m_connectString = "data source=localhost; init ial

catalog=AdventureWorks;integrated security=SSPI";

m_connection.ConnectionString = m_connectString;

/ / Open the connection

m_connection.Open();

}

▪ Generate the filed list using a query as follows:

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Use Array List for storing the fields generated thru the

query as below:

public void GenerateFieldsList()

{

SqlCommand command;

SqlDataReader reader;

/ / Executing a query to retrieve a f ields l ist for the report

command = m_connection.CreateCommand();

m_commandText =

"SELECT Person.CountryRegion.Name AS CountryName,

Person.StateProvince.Name AS StateProvince " +

"FROM Person.StateProvince " +

"INNER JOIN Person.CountryRegion ON

Person.StateProvince.CountryRegionCode =

Person.CountryRegion.CountryRegionCode " +

"ORDER BY Person.CountryRegion.Name";

command.CommandText = m_commandText;

/ / Execute and create a reader for the current command

reader =

command.ExecuteReader(CommandBehavior.SchemaOnly);

/ / For each field in the resultset, add the name to an array l ist

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m_fields = new ArrayList();

for ( int i = 0; i <= reader.FieldCount - 1; i++)

{

m_fields.Add(reader.GetName(i));

}

}

▪ Use the XMLTextWriter class to generate the raw RDL File. Use the

connection string and the field list generated in open Connection

method and the Generate fields method as follows:

public void GenerateRdl()

{

/ / Open a new RDL fi le stream for writing

FileStream stream;

stream = File.OpenWrite("Report1.rdl");

XmlTextWriter writer = new XmlTextWriter(stream,

Encoding.UTF8);

/ / Causes child elements to be indented

writer.Formatting = Formatting.Indented;

/ / Report element

writer.WriteProcessingInstruction("xml", "version=\"1.0\"

encoding=\"utf-8\"");

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writer.WriteStartElement("Report");

writer.WriteAttributeString("xmlns", null ,

"http:/ /schemas.microsoft.com/sqlserver/reporting/2003/10/reportd

efinition");

writer.WriteElementString("Width", "6in");

/ / DataSource element

writer.WriteStartElement("DataSources");

writer.WriteStartElement("DataSource");

writer.WriteAttributeString("Name", null , "DataSource1");

writer.WriteStartElement("ConnectionProperties");

writer.WriteElementString("DataProvider", "SQL");

writer.WriteElementString("ConnectString", m_connectString);

writer.WriteElementString("IntegratedSecurity", "true");

writer.WriteEndElement(); / / ConnectionProperties

writer.WriteEndElement(); / / DataSource

writer.WriteEndElement(); / / DataSources

/ / DataSet element

writer.WriteStartElement("DataSets");

writer.WriteStartElement("DataSet");

writer.WriteAttributeString("Name", null , "DataSet1");

/ / Query element

writer.WriteStartElement("Query");

writer.WriteElementString("DataSourceName", "DataSource1");

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writer.WriteElementString("CommandType", "Text");

writer.WriteElementString("CommandText", m_commandText);

writer.WriteElementString("Timeout", "30");

writer.WriteEndElement(); / / Query

/ / Fields elements

writer.WriteStartElement("Fields");

foreach (string fieldName in m_fields)

{

writer.WriteStartElement("Field");

writer.WriteAttributeString("Name", null , f ieldName);

writer.WriteElementString("DataField", null , f ieldName);

writer.WriteEndElement(); / / Field

}

/ / End previous elements

writer.WriteEndElement(); / / Fields

writer.WriteEndElement(); / / DataSet

writer.WriteEndElement(); / / DataSets

/ / Body element

writer.WriteStartElement("Body");

writer.WriteElementString("Height", "5in");

/ / ReportItems element

writer.WriteStartElement("ReportItems");

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/ / Table element

writer.WriteStartElement("Table");

writer.WriteAttributeString("Name", null , "Table1");

writer.WriteElementString("DataSetName", "DataSet1");

writer.WriteElementString("Top", ".5in");

writer.WriteElementString("Left", " .5in");

writer.WriteElementString("Height", " .5in");

writer.WriteElementString("Width", (m_fields.Count * 1.5) +

"in");

/ / Table Columns

writer.WriteStartElement("TableColumns");

for ( int i = 0; i < m_fields.Count; i++)

{

writer.WriteStartElement("TableColumn");

writer.WriteElementString("Width", "1.5in");

writer.WriteEndElement(); / / TableColumn

}

writer.WriteEndElement(); / / TableColumns

/ / Header Row

writer.WriteStartElement("Header");

writer.WriteStartElement("TableRows");

writer.WriteStartElement("TableRow");

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writer.WriteStartElement("TableCells");


{

writer.WriteStartElement("TableCell");


/ / Textbox

writer.WriteStartElement("Textbox");

writer.WriteAttributeString("Name", null , "Header" +

fieldName);

writer.WriteStartElement("Style");

writer.WriteElementString("TextDecoration", "Underline");

writer.WriteEndElement(); / / Style

writer.WriteElementString("Top", "0in");

writer.WriteElementString("Left", "0in");



writer.WriteElementString("Value", f ieldName);

writer.WriteEndElement(); / / Textbox

writer.WriteEndElement(); / / ReportItems

writer.WriteEndElement(); / / TableCell

}

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writer.WriteEndElement(); / / TableCells

writer.WriteEndElement(); / / TableRow

writer.WriteEndElement(); / / TableRows

writer.WriteEndElement(); / / Header

/ / Details Row

writer.WriteStartElement("Details");

writer.WriteStartElement("TableRows");

writer.WriteStartElement("TableRow");


writer.WriteStartElement("TableCells");


{

writer.WriteStartElement("TableCell");


/ / Textbox

writer.WriteStartElement("Textbox");

writer.WriteAttributeString("Name", null , f ieldName);

writer.WriteStartElement("Style");

writer.WriteEndElement(); / / Style

writer.WriteElementString("Top", "0in");

writer.WriteElementString("Left", "0in");


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writer.WriteElementString("Value", "=Fields!" + fieldName +

".Value");

writer.WriteElementString("HideDuplicates", "DataSet1");

writer.WriteEndElement(); / / Textbox


writer.WriteEndElement(); / / TableCell

}

/ / End Details element and children

writer.WriteEndElement(); / / TableCells

writer.WriteEndElement(); / / TableRow

writer.WriteEndElement(); / / TableRows

writer.WriteEndElement(); / / Details

/ / End table element and end report definition f i le

writer.WriteEndElement(); / / Table


writer.WriteEndElement(); / / Body

writer.WriteEndElement(); / / Report

/ / Flush the writer and close the stream

writer.Flush();

stream.Close();

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}

▪ Build the project.

▪ View the report generated by the RDL file in the bin directory.

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V CREATING AND USING A REPORT MODEL

LEARNING POINTS:

Creating a Report Model

Using Report Builder

STEPS

▪ Create a Project of type Report Model using Visual Studio 2005.

▪ Create a new Data Source using a new connection to Adventure

works.

▪ Create a Data Source View with the following tables:

HumanResources.Employee

Person. Contact

Person.StateProvince

Purchasing.VendorContact

Sales.Individual

Sales.SalesOrderHeader

Sales.ContactCreditCard

Sales.Customer

Sales.Store

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Sales.CustomerAddress

Sales.SalesTerritory

Sales.SalesTerritoryHistory

Sales.StoreContact

Sales.SalesPerson

Sales.SalesOrderDetail

▪ Create a new Report Model.

Leave all defaults in the Report Model wizard.

Run the Report Model wizard.

▪ Build and deploy the project.

▪ Open the webpage http://localhost/reports .

▪ Select the Models-> Report builder.

▪ In the Report Builder, Create a new report :

Add Title as Sales Territory Report.

Drop the ‘Sales Territory’ Entity from the Explorer’s list

into the report layout area labeled ‘Drop Column Field’.

In the Explorer’s list select ‘Sales People as Territory’ ->

Sales Person->SalesPerson->Contact.

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From the Fields list, select ‘First Name’ & ‘Last Name’ and

drop it to the right of Sales Territory column in the report

layout.

In the Explorer’s list, Select ‘Sales Person->Sales Order

Headers’

From the Fields list, drop the ‘#Sales Order Headers’ field

to the right of ‘Last name’ column in the report layout.

From the Fields list, drop the ‘Sum Total Due’ to the right

of ‘#SalesOrderHeader’ in the Report Layout.

In the toolbar, Select ‘Filter’.

In the Explorer list, select the Sales Person->Sales Order

header Entity.

From the Fields list, expand ‘Order Date’. Drop Order Year

and Order Month fields into the data area and specify the

filter value in the text boxes:

OrderYear = 2002

OrderMonth = 3

Save the Report definition.

Run the report in the Report Builder and test the report.

Switch to Design Report select row below ‘Sum Total due’

column header, right click -> format the and change the

following:

Number-> defined formats ->$ 1,234.56.

Run the Report.

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*** End of Document ***

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Documents

SSRS Exercise