Learning SQL Server Reporting Services 2012 by Krishnaswamy, Jayaram -- Read -- Imperial Library of Trantor

Index

Learning SQL Server Reporting Services 2012

Table of Contents Learning SQL Server Reporting Services 2012 Credits About the Author About the Reviewers www.PacktPub.com

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Preface

What this book covers What you need for this book Who this book is for Conventions Reader feedback Customer support Downloading the example code

Errata Piracy Questions

1. Overview and Installation – SQL Server Reporting Services 2012

SQL Server 2012 – mission statement by Microsoft Overview of Reporting Services 2012 Installing software used in the book

SQL Server 2012 installation requirements

Operating system requirements (64-bit) Hardware requirements Software requirements

Configuring the hardware used for the book Hands-on exercise 1.1 – installing SQL Server 2012

Downloading the source file Installation steps

Hands-on exercise 1.2 – verifying the installation

Installation choices and notes

Configuring SQL Server Reporting Services Hands-on exercise 1.3 – configuring SQL Server 2012 Reporting Services in Native mode

Report Server – configuration options

Installing sample databases

Downloading files and running scripts

SharePoint Server 2010 Enterprise Edition

Installing SharePoint Server 2010 Enterprise Edition on Windows 7 (64-bit)

Installing Reporting Services 2012 in SharePoint Integrated mode

Reporting Services add-in for SharePoint 2010 Installing and starting the Reporting Services SharePoint Service

Hands-on exercise 1.4 – installing the Reporting Services SharePoint Service

Starting the service Creating the Reporting Services Service application Activating the Power View site collection feature

Summary

2. SQL Server Reporting Services 2012 Projects with Visual Studio 2012

What is business intelligence? Introduction to SQL Server Data Tools

BI Projects on SSDT Report Server Project Report Server Project Wizard

Creating reports using SSDT

Hands-on exercise 2.1 – creating a report using the Report Server Project Wizard Hands-on exercise 2.2 – deploying the report to the Report Server Hands-on exercise 2.3 – creating a report using the Report wizard in SSDT Hands-on exercise 2.4 – modifying the report in Project RSPW2012 using an expression

Report formats supported in Report Server Reports

Report-related projects in Visual Studio 2012 Creating reports using Visual Studio 2012

Software and hardware requirements Hands-on exercise 2.5 – creating a report for a Windows Form application using Report Viewer Control Hands-on exercise 2.6 – creating a report using Report Viewer Control for the Web Hands-on exercise 2.7 – using Report Viewer Control in the remote mode Hands-on exercise 2.8 – converting an RDLC to a RDL file

Microsoft Report Viewer Runtime Summary

3. Overview of SQL Server Reporting Services 2012 Architecture, Features, and Tools

Structural design of SQL servers and SharePoint environment

Native mode SharePoint Integrated mode

Reporting Services configuration

Native mode SharePoint Integrated mode Hands-on exercise 3.1 – modifying the configuration file in Native mode

Turn on/off the Report Server Web Service Turn on/off the scheduled events and delivery Turn on/off the Report Manager

Hands-on exercise 3.2 – turn the Reporting Service on/off in SSMS

Salient features of Reporting Services 2012

Report definition

XML-based report definition (the .rdl file) Power View report contents

Creating reports

Report data New toolbox items in Report Builder 3

Report parts and their reusability Customizing reports Saving and deploying reports Report validation Viewing reports Managing reports

Report scheduling Subscriptions and delivery

Features new in RS2012 SharePoint Integrated

Power View Data Alerts

Implementing security – authentication and authorization

Authentication

Authentication types

Authorization

URL access Reporting Services extensions Reporting Services tools Tools for Report Server administration Tools for report authoring Tools for report content management

Summary

4. Working with Report Manager

Tasks performed using Report Manager Starting Report Manager Starting Report Manager for the URL User access to Report Server (Report Manager)

Considerations for giving user access to the Report Server

First step – deploying reports Report Manager user interface

Customizing Report Manager Hands-on exercise 4.1 – creating, modifying, moving, and deleting folders

Navigating through the folders Creating a folder and a subfolder Moving an item into a folder

Configuring permissions from Report Manager Configuring role-based security Hands-on exercise 4.2 – assigning a Windows user to the System Administrator role

Creating a Windows user Assigning RSMax to the RS System Administrator role

Assigning users to item-level roles Review users on a Reporting Services database Hands-on exercise 4.3 – assigning a user to a Custom role Hands-on exercise 4.4 – creating a permission to a specific report

Report data sources

An embedded data source A shared data source Hands-on exercise 4.5 – creating a shared data source on Report Manager Hands-on exercise 4.6 – creating a data model from a data source

Viewing, searching, and printing reports

Hand-on exercise 4.7 – view, print, and search on Report Manager

Viewing reports Printing reports

Change the report format Data feed format

Searching the Report Manager site Search within a report

Uploading and downloading files from the Report Server to the filesystem

Uploading a report on the computer to the Report Server Hands-on exercise 4.8 – uploading a report to the Report Server Hands-on exercise 4.9 – downloading and reviewing a report definition file from the Report Server

Report subscription and delivery

Hands-on exercise 4.10 – creating an event-driven report subscription for delivery by an e-mail Hands-on exercise 4.11 – creating an event-driven report subscription for delivery to a file share Hands-on exercise 4.12 – creating data-driven report subscription for delivery to a file share

Create a Subscribers database in SQL Server

Populate a table in the Subscribers database

Creating the data-driven Subscription and testing it

Report caching

Report processing options Cache refresh options Hands-on exercise 4.13 – creating a cache refresh plan by preloading the cache

Snapshot and snapshot history

Hands-on exercise 4.14 – creating a snapshot and snapshot history

Summary

5. Working with Report Builder 3.0

Report authoring with Report Builder Downloading and installing Report Builder Report Builder 3.0 user interface Report authoring

Hands-on exercise 5.1 – creating a report with an embedded data source Hands-on exercise 5.2 – creating a report from a shared data source

Creating a List report

Parameterized reports Subreports Hands-on exercise 5.3 – creating a report that has a subreport

Creating the subreport

Making background-color of alternate rows different

Creating the main report

Adding a freeform report (List)

Embedding the subreport in the main report

Report with groups Hands-on exercise 5.4 – setting up a group and creating a document map

Bring up the report from the previous hands-on exercise and remove a parameter Adding a group to the data Adding a Document Map to the report Configuring page breaks Adding interactive sorting

Drill-through and drill-down reports Drill-through reports Hands-on exercise 5.5 – Creating a drill-through report

Source report Destination report Set up the drill-through action

Drill-down report Hands-on exercise 5.6 – Creating a drill-down report

Linked reports

Hands-on exercise 5.7 – creating linked reports

Customizing the linked report in the France folder

Creating a report with XML data sources

Creating well-formed XML data Displaying data with sparklines, maps, data bars, and indicators Hands-on exercise 5.8 – creating a report and highlighting data with data bars Displaying data with sparklines Hands-on exercise 5.9 – creating reports with sparklines

Creating a table Creating a report and inserting sparklines

Indicators Hands-on exercise 5.10 – creating reports using indicators Reports with maps Hands-on exercise 5.11 – creating reports with embedded maps Report parts Hands-on exercise 5.12 – creating report parts and reusing an item

Saving a report as report parts Reusing the report parts items

Summary

6. Power View and Reporting Services

What is Power View?

Helpful resources

What do you need to author a Power View report? Creating a tabular model

Hands-on exercise 6.1 – creating a tabular model

Brief review of an SSDT ribbon Creating a connection to the Northwind database Getting tables from the database Default field set and table behavior Adding measures

Deploying the model Hands-on exercise 6.2 – deploying the model Tabular model permissions Hands-on exercise 6.3 – creating a role in SQL Server Data Tools

Creating a Power View

Hands-on exercise 6.4 – connecting to the model from SharePoint Server 2010 Connecting to the model Creating a data source using the model as the source Creating a Power View report using the data source Hands-on exercise 6.5 – exploring a Power View report

Creating the first view of the Power View report Creating a chart showing sales orders from NW Employees shipped from cities Adding a second view to the Power View report Highlighting of data Displaying data as a card Using tiles Slicing the data Advanced filtering Scatter and bubble charts Animation with Power View Navigating through the views of the Power View report Save, do, undo, and refresh Saving to PowerPoint

Summary

7. Self-service Data Alerts in SSRS 2012

Getting ready for Data Alerts

Granting permissions to work with Data Alerts

Creating a report and saving to the Report Server Creating a report in Report Builder and saving it to the Documents library

Hands-on exercise 7.1 – creating a report in Report Builder and saving it to the SharePoint site

Giving permission to a report

Hands-on exercise 7.2 – giving full control of a report to a user

Creating a Data Alert

Hands-on exercise 7.3 – creating Data Alert in Data Alert Designer Editing Data Alerts

Troubleshooting

Using PowerShell to review the logfile Alert logs and alerting database

Summary

8. Reporting Services and Programming

Overview of programming interfaces and utilities URL access

Hands-on exercise 8.1 – URL access, Native mode Report Server

Accessing the Report Server Listing contents of a folder Accessing a component in report parts Rendering a report Accessing the contents of a data source Exporting to supported formats Rendering a report with the report parameter

Hands-on exercise 8.2 – URL access and SharePoint Integrated mode Report Server

Accessing the Report Server in SP-integrated implementation Accessing a report on the Report Server in SP-integrated implementation

ReportViewer control

Hands-on exercise 8.3 – using URL access and ReportViewer controls with Web applications

Report Server Web Services API

Hands-on exercise 8.4 – rendering a report on the Native mode Report Server into different formats Reporting Services in SharePoint Integrated mode Hands-on exercise 8.5 – accessing SharePoint management endpoints

PowerShell

Hands-on exercise 8.6 – a quick review of basics PowerShell and reporting services with SharePoint Integration Hands-on exercise 8.7 – exploring reporting services in SharePoint Integrated mode

Getting help about help Application server of the Reporting Services Service Application Finding all cmdlets related to Reporting Services SharePoint Integration Proxy URL of the Report Server SP service application pool

PowerShell and Native mode Reporting Services 2010 Hands-on exercise 8.8 – exploring Native mode Reporting Services

The Native mode Report Server Native mode Report Server configuration Extensions supported on a Windows Forms ReportViewer

Windows Management Instrumentation Hands-on exercise 8.9 – exploring the Native mode Report Server programmatically

Providing access permission to WMI

Report Server properties using WMI

Reporting Services command prompt utilities

The RSS utility

What can rs.exe do?

Hands-on exercise 8.10 – creating a data source on the Report Server using rs.exe and a script file

The Rskeymgmt utility Rsconfig

Incorporating custom code into reports

Hands-on 8.11 – inserting custom code into a report

Summary

9. Windows Azure SQL Reporting

What is Windows Azure SQL Reporting?

Hands-on exercise 9.1 – accessing the Windows Azure portal

Creating content for reports and viewing them

Preparing to author reports Hands-on exercise 9.2 – creating a report using SSDT and deploying it to the Windows Azure Reporting on the Cloud

Creating a SQL database on Windows Azure Creating a table for the report Populating the table in SSMS Creating a SQL Reporting Service in Windows Azure Creating a report based on the Skyblue database on the Windows Azure Platform Deploying the report to the SQL Reporting Services on Windows Azure Viewing the report on the SQL Reporting Web server

Hands-on exercise 9.3 – using the Windows Azure SQL Reporting Services to create folders, share data sources, and upload reports

Creating a shared data source in the portal

Managing your reports and users is easy Managing users Managing reports Managing the report Dashboard Status of activities Managing permissions Report viewing Using Report Builder to view reports

Making changes to the report and placing it on the Report Server

URL access to reports on the Report Server

Accessing the server and running a report Do gadgets like indicators and data bars work? SQL Server 2012 Reporting Services – Known Issues

Hands-on exercise 9.4 – migrating a table on an on-premise SQL Server 2012 to the Windows Azure SQL database

Summary

10. Applications Accessing Report Servers

Hands-on exercise 10.1 – accessing the Native mode Report Server using SSIS

Creating the Report Server Web Service WSDL file Providing the WSDL file to the Web Service Task Adding a File System Task to the Control Flow page

Accessing reports from a Windows Presentation Foundations classes project

Hands-on exercise 10.2 – accessing Report Server URLs in a WPF project

Accessing Native Report Server reports from SharePoint Web parts

Hands-on exercise 10.3 – viewing reports on the Native mode Report Server using SharePoint Web parts

Accessing the Web parts Summary

Index

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