Learning SQL Server 2008 Reporting Services


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Learning SQL Server 2008 Reporting Services
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  • Everything you need to create and deliver data-rich reports with SQL Server 2008 Reporting Services as quickly as possible
  • Packed with hands-on-examples to learn and improve your skills
  • Connect and report from databases, spreadsheets, XML Data, and more
  • No experience of SQL Server Reporting Services required

Book Details

Language : English
Paperback : 512 pages [ 235mm x 191mm ]
Release Date : March 2009
ISBN : 1847196187
ISBN 13 : 9781847196187
Author(s) : Jayaram Krishnaswamy
Topics and Technologies : All Books, Enterprise Products and Platforms, Microsoft Servers, Enterprise, Microsoft, Microsoft SQL Server


Table of Contents

Preface
Chapter 1: Overview of SQL Server Reporting Services 2008
Chapter 2: Overview of SSRS 2008 Architecture and Tools
Chapter 3: Report Integration with Microsoft ReportViewer Controls
Chapter 4: Visual Studio 2008 Business Intelligence Template Projects
Chapter 5: Working with the Report Manager
Chapter 6: Working with the Report Builder
Chapter 7: Report Authoring with Report Builder 2.0
Chapter 8: Programming Interfaces to Reporting Services
Chapter 9: Crystal Reports 2008 in Visual Studio 2008
Chapter 10: On Programmatically Creating an SSRS Report
Appendix A: Queries and Datasets in SSRS 2008
Appendix B: Converting Reports between RDL and RDLC
Appendix C: Command line utilities
Appendix D: Notes and References
Index
  • Chapter 1: Overview of SQL Server Reporting Services 2008
    • Overview of enterprise reporting
    • Some highlights of SQL Server Reporting Services 2008
      • Scalability
      • New Tablix design feature
      • Enhancement to Report Design
      • Data visualization
    • Installing SQL Server 2008
      • Version of SQL Server 2008 to be installed
      • Hardware requirements
      • System and software requirements
      • Hardware and software used for working with the book
    • Hands-on exercise 1.1: Installing a named instance of SQL Server 2008
      • Getting ready
      • Follow the steps
      • Installation choices and notes
    • Hands-on exercise 1.2: Reviewing the installation
      • Program shortcuts
      • Reviewing installed services
      • Starting/stopping Reporting Services
      • Accessing installed services from the SQL Server Management Studio
      • Post installation checks
    • Hands-on exercise 1.3: Installing a test database
      • Getting sample databases into the server
    • Hands-on exercise 1.4: Configuring the Report Services
      • Report Server configuration options
    • Summary
  • Chapter 2: Overview of SSRS 2008 Architecture and Tools
    • Architectural details and components
    • Report Server
      • Report Server and HTTP
      • Report processing
      • Report Server backend
      • Reporting Services and the database engine
    • Report Manager
      • Starting Report Manager
    • Model designer
    • Report Builder
      • Report Builder 1.0
      • Report Builder 2.0
        • Report Builder features
    • Extension components
      • Data processing
      • Rendering
      • Scheduling and delivery
    • Support for reporting in Visual Studio 2008
      • ReportViewer controls
        • ReportViewer control for Windows applications
        • ReportViewer control for Web applications
        • Business intelligence support
    • Reporting Server configuration file
    • Summary of Extensions
    • Summary
  • Chapter 3: Report Integration with Microsoft ReportViewer Controls
    • ReportViewer features
      • Toolbar
    • Difference between web server and Windows forms versions
    • Hands-on 3.1: Using ReportViewer control for Windows
      • Getting ready
      • Follow the steps
        • Create a Windows project
        • Add a ReportViewer control
        • Configure the report using the Report Wizard
      • Report details of the RDLC file
      • Features of report binding to form
    • Hands-on 3.2: Modifying the previous report
      • Follow the steps
        • Modifying an existing report
    • Hands-on 3.3: Adding a graphic to the report
      • Follow the steps
    • Hands-on 3.4: Using ReportViewer control for a web application
      • Getting ready
      • Follow the steps
        • Creating an ASP.NET web site project and adding a dataset using the Query Builder Tool
        • Adding a report template
    • Summary
  • Chapter 4: Visual Studio 2008 Business Intelligence Template Projects
    • Visual Studio 2008 Business Intelligence Projects
      • Using the Report Server project template
      • Using the Report Server wizard project template
      • Using the Report Model project template
    • Report authoring
      • Data sources used in reports
        • Embedded data sources
        • Shared data sources
        • Report Data and Query Designer
      • Report designer
        • Report items toolbox
        • Expression builder
        • Other design tools
    • Hands-on exercise 4.1: Creating a Report Server project using the Report Server Wizard project
      • Connecting to a data source
      • Building a query
      • Designing the report
    • Deploying the report to the Report Server
      • Methods of deploying reports to the Report Server
    • Hands-on exercise 4.2: Deploying and viewing the report designed in Hands-on 4.1
    • Report Model
    • Using the Report Model project template
    • Hands-on exercise 4.3: Creating a Report Model using the Visual Studio 2008 template
      • Getting ready
      • Follow the steps
        • Creating a new Report Model Project
        • Defining a Data Source for the Report Model
        • Defining a Data Source view for the Report Model
        • Defining the Report Model
    • Deploying the Report Model to the Report Server
    • Hands-on exercise 4.4: Deploying the Report Model
    • Hands-on exercise 4.5: Importing reports from MS Access 2003
      • Getting ready
      • Follow the steps
    • Summary
  • Chapter 5: Working with the Report Manager
    • Report Manager components
      • Folder structure and hierarchy
      • Sub-items in folder hierarchy
    • Hands-on exercise 5.1: Creating, deleting, and modifying folders
      • Creating a folder
      • Deleting a folder
      • Moving a folder
      • Modifying a folder
    • Report management
      • Permissions in Reporting Services
    • Hands-on exercise 5.2: Assigning users (or groups) to roles and permissions to access reports
      • Getting ready
      • Hands-on 5.2.1: Assigning a Windows user to System Administrator role
        • Creating a Windows user
        • Assigning a user to the System Administrator role
      • Hands-on 5.2.2: Assigning users to item-level roles
        • Creating a Windows user
        • Assigning users to roles
      • Hands-on 5.2.3: Assigning a user to a custom role
      • Hands-on 5.2.4: Creating a permission to a specific report
        • Permitting only the user Navika to this report
        • Report Data Sources
    • Report viewing and printing
    • Hands-on exercise 5.3: View, print, and search
      • Viewing reports
      • Printing reports
        • Printing report from the Print button on report
        • Changing report format for printing
      • Search for reports
      • Find text in a report
      • Managing data source connections with Report Manager
      • Connecting to report data sources
        • Connect using user supplied credentials
        • Connect using stored credentials
        • Connect using Windows integrated security
        • Connection that does not require credentials
    • Hands-on exercise 5.4: Windows user access to a report on the Report Manager
      • Getting ready
      • Deploying reports
    • Hands-on exercise 5.5: Deploying reports
      • Deploying a single report
      • Deploying a report with a shared data source
      • Uploading a report using the Report Manager
    • Creating a new data source in Report Manager and generating a model from the data source
    • Hands-on exercise 5.6: Creating a new data source and generating a model using Report Manager
      • Create new data source
      • Generating a model using Report Manager
    • Modifying reports on a Report Server and creating linked reports with Report Manager
      • Modifying reports
      • Linked reports
    • Hands-on exercise 5.7: Downloading a report definition file from the Report Server
      • Report delivery (new or cached)
      • On demand
      • Report caching
    • Hands-on Exercise 5.8: Working with the report cache
      • Turn on cache and cache a report
      • Schedule a report cache
      • Create a cache from execution snapshot
      • Report subscription
    • Hands-on exercise 5.9: Working with standard email, fileshare and data-driven subscriptions
      • Creating an email subscription
      • Creating a file share subscription
      • Creating a data-driven subscription
    • Summary
  • Chapter 6: Working with the Report Builder
    • Report Builder overview
    • Report Builder 2.0 user interface description
      • The menu for file operations
      • The ribbon
        • Home
        • Insert
        • View
      • Report Data, the Report Designer, and the properties
        • Report Data
        • Report Designer pane
        • Properties
      • Server status and tools
    • Hands-on exercise 6.1: Enabling and reviewing My Reports
      • Getting ready
    • Hands-on exercise 6.2: Modifying a basic report
      • Getting ready
      • Follow the steps
        • Open Report Builder and open the ByOrders.rdl report
        • Review the imported MS Access report
    • Hands-on exercise 6.3: Creating reports with charts and gauges
      • Getting ready
      • Follow on
        • Creating a Microsoft Excel spreadsheet with some data
        • Create an ODBC DSN to access the data
        • Create a datasource using a DSN in Report Builder 2.0
        • Create a Dataset based on the data in the Excel file
        • Design a report to display the data
        • Create a chart to display the data
        • Create a bookmark and jump to it
    • Summary
  • Chapter 7: Report Authoring with Report Builder 2.0
    • Report authoring
    • Hands-on exercise 7.1: Filtering data at source using a query parameter
      • Parameterized reports
      • Follow on
        • Creating a data source
        • Query design
        • Parameter design
        • Viewing the Report
    • Hands-on exercise 7.2: Working with a column group and setting up a document map
      • Follow on
        • Removing the parameter from the previous hands-on
        • Group the results by "City"
        • Adding a Document Map for the report
        • Add interactive sort
    • Hands-on exercise 7.3: Working with a subreport
      • Follow on
        • Create a data source for the subreport
        • Add a dataset to the subreport
        • Add a table to the subreport
        • Changing background color of alternate rows
        • Create a data source and a dataset for the main report
        • Add a list to the main report
        • Create a second dataset
        • Get parameter list from this query
        • Add the subreport to the report
        • Making the subreport a drill-down
    • Hands-on exercise 7.4: Creating a linked report
      • Follow on
        • Creating named folders for reports
        • Customizing the linked report for London Office
        • Customizing the linked report for Buenos Aires
    • Hands-on exercise 7.5: Creating a drillthrough report
      • Follow on
        • Create a main report
        • Verifying drillthrough action
    • Hands-on exercise 7.6: Creating a report with XML data
      • Follow on
        • Create the dataset for the report
        • Set image properties
    • Hands-on exercise 7.7: Ad hoc 1: Creating a tabular report with a Report Model
      • Follow on
        • Create a data source
        • Creating a dataset
        • Fashioning a query
        • Design and run the report
    • Hands-on exercise 7.8: Ad hoc 2: Creating a matrix report with a Report Model
      • Follow on
        • Add customer details and product information to the query
        • Apply filter to the report
    • Creating a report based on the Analysis Services cube
    • Summary
  • Chapter 8: Programming Interfaces to Reporting Services
    • Overview of programming interfaces
      • URL access
      • ReportViewer control
      • The Reporting web services API
      • Windows Management Instrumentation
      • Reporting services utilities
      • Miscellaneous
    • Programming using URL access
    • Hands-on exercise 8.1: Displaying a report on the Report Server with an ASP.NET Web application using URL access
      • Follow on
        • Using a link
        • Using an <iframe/>
    • Hands-on exercise 8.2: Integrating a report on the Report Server with a Windows application using URL access
      • Follow on
    • Programming the ReportViewer control
    • Hands-on exercise 8.3: Integrating a report on the Report Server with an ASP.NET Web application
      • Follow on
  • Hands-on exercise 8.4: Displaying a report on the Report Server in a Windows application
    • Follow on
      • Publishing to the local web server
  • Programming with the Report Server web services API
  • Hands-on exercise 8.5: Rendering a report on the Report Server with an ASP.NET Web application to other formats
  • Hands-on exercise 8.6: Rendering a report on the Report Server with an ASP.NET Web application to other formats.
    • Follow on
  • Windows Management Instrumentation
  • Hands-on exercise 8.7: Identifying the Report Server instance and modifying some of the properties
    • Setting up access permission to WMI namespace
      • Accessing information about Report Server instances using WMI
  • Miscellaneous
  • Hands-on exercise 8.8: Creating a SQL Server Integration Services Package to display a report from the Report Server
    • Follow on
  • Hands-on exercise 8.9: Using custom code in an expression
    • Follow on
  • Summary
  • Chapter 9: Crystal Reports 2008 in Visual Studio 2008
    • Crystal Reports 2008
    • Hands-on exercise 9.1: Integrating a saved Crystal Report into an ASP.NET application in Visual Studio 2008
      • Follow on
        • Review source and customize options
        • Exporting the page using code
    • Hands-on exercise 9.2: Creating a Crystal Report and integrating it into a Windows forms application
      • Follow on
        • Creating a typed dataset
        • Add a blank Crystal Report and add META data
        • Add the report to the CrystalReportViewer
    • Hands-on exercise 9.3: Creating a Crystal Report and populating it with data at runtime
      • Follow on
        • Create project and add references
        • Add a Crystal Report and apply fields
        • Add code, build, and run
    • Hands-on exercise 9.4: Creating a Crystal Report and populating it with data from a stored procedure at run time
      • Follow on
        • Create a stored procedure and test it
        • Add Crystal Report and configure the field source
        • Add fields to the Crystal Report
        • Add code for data binding
    • Hands-on exercise 9.5: Creating a Crystal Report and populating it with XML data.
      • Follow on
    • Summary
  • Chapter 10: On Programmatically Creating an SSRS Report
    • Introduction
    • The XMLTextWriter Class
    • Hands-on exercise 10.1: Generating a Report Definition Language file using Visual Studio 2008
      • Follow on
        • Create project and add reference
        • Copy and paste code
        • Build and execute
        • Notes on adding style
    • Summary
  • Appendix C: Command line utilities
    • Command line utilities
      • rs.exe
        • Syntax for using rs.exe
    • Hands-on exercise C.1: Creating a data source and deploying to a folder on the server which uses the Pubsx database in SQL Express
      • Follow on
    • Summary
  • Appendix D: Notes and References
    • Looking beyond Visual Studio 2008
    • SQL Server bugs and remediation
    • Best practices
    • Report definition and security
    • Report authoring
    • Troubleshooting
    • ReportViewer control
    • Moving and migrating
    • Free Microsoft software
    • Source control
    • White papers
    • Forums
    • Blogs
    • Miscellaneous

Jayaram Krishnaswamy

Jayaram Krishnaswamy studied at the Indian Institute of Science in Bangalore India and Madras University in India and taught at the Indian Institute of Technology in Madras. He went to Japan on a Japanese Ministry of Education Research scholarship to complete his PhD in Electrical Engineering from Nagoya University. He was a Post-Doctoral Fellow at Sydney University in Australia; a Government of India Senior Scientific Officer at the Indian Institute of Science in Bangalore and Indian Institute of Technology at Kanpur; a Visiting Scientist at the Eindhoven Institute of Technology in the Netherlands; a visiting Professor of Physics at the Federal University in Brazil; an Associate Research Scientist at a government laboratory in São Jose dos Campos in São Paulo, Brazil; a visiting scientist at the National Research Council in Ottawa, Canada before coming to USA in 1985. He has also taught and worked at the Colorado State University in Fort Collins and North Carolina State University in Raleigh, North Carolina. He worked with Northrop Grumman Corporation on a number of projects related to high energy electron accelerators and Free Electron Lasers. These projects were undertaken at the Brookhaven National Laboratory in Long Island and in the Physics Department at Princeton University. He has over 80 publications in refereed and non-refereed publications and 8 issued patents. He is fluent in Japanese and Portuguese and lives in Honolulu, Hawaii, USA.

He has been working in IT-related fields since 1997. He was once a Microsoft Certified Trainer in Networking and a Siebel Certified developer. He has worked with several IT related companies, such as the Butler International in their Siebel practice, with several IBM sub-contractors and smaller companies. Presently he is active in writing technical articles in the IT field to many online sites such as http://CodeProject.com, http://APSFree.com, http://DevShed.com, http://DevArticles.com, http://OfficeUsers.org, http://ASPAlliance.com, Egghead Café, http://SSWUG.org, Packt Article Network, http://databasedev.co.uk, http://cimaware.com, and many others. Between 2006 and 2010 he wrote more than 400 articles mostly related to database and web related technologies covering Microsoft, Oracle, Sybase, ColdFusion, Sun, and other vendor products.

He has written four books all published by Packt related to Microsoft Database and Application Development: SQL Server Integration Services Using Visual Studio 2005, Learning SQL Server Reporting Services 2008, Microsoft SQL Azure; Enterprise Application Development, and Microsoft Visual Studio Lightswitch Business Application Development. He regularly writes for his four blogs on Blogger; http://Hodentek.blogspot.com, http://HodentekHelp.blogspot.com, http://HodentekMobile.blogspot.com, and http://HodentekMSSS.blogspot.com. He received the 2011 Microsoft Community Contributor award.

Contact Jayaram Krishnaswamy

Submit Errata

Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


Errata

- 7 submitted: last submission 09 Dec 2013

Page 40 | Errata type: Typo

In Step 2, it should be Planning instead of Planing.

Page 73 | Errata type: Typo

In item 1, it should be Report instead of Repot.

Page 68 | Errata type: Typo

In the first paragraph it should be SQL Server 2008 instead of SQ Server 2008.

Page 74 | Errata type: Typo

It should be Report server instead of Report Server.

Page 53 | Errata type: Language

This line "The Northwind database file should be in its default location on." should be read as "The Northwind database file should be in its default location. " The word "on" should be omitted .

Page 75 | Errata type: Typo

In the list, item 2 should be Built-in instead of BUITIN .

Page 79 | Errata type: Language

It should be 'in chapter 6' instead of 'in a chapter 6'.

Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Install SQL Server 2008 and configure the SQL Server Reporting Services
  • Learn the various components and tools that enable end-to-end support for all reporting activities
  • Use the report viewer control to get started with the essentials of retrieving and displaying data
  • Create a Report Model using the Visual Studio 2008 Template
  • Learn to modify reports on a report server and create linked files with report manager
  • Embed Microsoft Report Viewer Controls in web and Windows applications
  • Create interactive reports with charts and gauges using Report Builder
  • Create several kinds of reports with Report Builder 2.0
  • Create server reports and report models and deploy them
  • Get the full details of available programming interfaces and their usage
  • Learn to work with Crystal Reports 2008
  • Import reports created using MS Access
  • Learn how to use the Programming API, convert Report file types, use command-line utilities and more

Chapter 1 – An overview detailing the requirements and major highlights of the Reporting Services.

Chapter 2 – Presents the salient architectural details and describes the details of how the different elements of the reporting services fit together to deliver end-to-end support for reporting.

Chapter 3 – Discusses details regarding the usage of Report Viewer Controls, covering both web and Windows forms applications.

Chapter 4 – Discusses the built-in features in Visual Studio 2008 to generate server-based reports and report models. It also describes importing MS Access reports.

Chapter 5 – Describes Report Manager and some of the basic tasks that can be carried out with this tool as well as Email, File Share, and Data Driven subscriptions.

Chapter 6 – This chapter describes the Report Builder 2.0 interface together with the new features that are incorporated into this version. It also describes charts and gauges and their inclusion in reports.

Chapter 7 – This chapter describes the various kinds of reports that one can build using the standalone tool Report Builder 2.0. It also describes data originating in SQL Server, SQL Analysis Server and Report Models.

Chapter 8 – This chapter describes a number of programming interfaces available to work with the SQL Server Reporting Services. Using these interfaces facilitates integration and maintenance of reports into web and Windows applications and configuring reporting services.

Chapter 9 – This chapter describes Crystal Report 2008 and its integration with SQL Server Reporting Services 2008 using a number of examples.

Chapter 10 – Programmatic generation of reports is always a very useful feature as it draws upon the complete API. This chapter deals with creating a report using code that calls the API procedures and also presents an introduction to the.

Appendix A – This appendix describes the different sources of data that are used in Reporting Services. It also describes the differences between SQL Queries, MDX, and Semantic queries and presents how each of them is supported in the Query Designer.

Appendix B – This appendix describes the conversion of RDL to RDLC and RDLC to RDL. Presently this is limited to only RDLC to RDL conversion.

Appendix C – This appendix describes the rs.exe command-line and also describes the tools rsconfig and rskeymgmt.

Appendix D – This appendix details some of the major references and links to online references.

In Detail

Microsoft SQL Server Reporting Services 2008 is the third generation Microsoft reporting software that is more tightly integrated with SQL Server 2008 than ever before. It provides a complete server-based platform that is designed to support a wide variety of reporting needs, including managed enterprise reporting, special purpose reporting, embedded reporting, and web-based reporting.

Ideal for beginners who need to create reports as quickly as possible, this book will lead you through practical examples to teach you a full range of skills for reporting with SQL Server 2008 Reporting Services. A series of carefully picked exercises help you practice the most important aspects of report creation. By the end of the book, you will have the confidence to take on the most complex of reports, and be producing reports that will make you the envy of your organization.

Learn to create and deliver attractive, data-rich reports with SQL Server 2008 Reporting Services

Approach

With clear instructions and plenty of screenshots, this book provides all the support and guidance you will need as you begin to generate reports with SQL Server 2008 Reporting Services.

Who this book is for

This book is for anyone who is new to SQL Server 2008 Reporting Services and needs to create and deploy reports. The book is suitable for report developers, data analysts, and report server database administrators.

You will need to know the basic concepts of SQL Server, but not necessarily be very familiar with SQL Server 2008.

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