1165 Professional Microsoft SQL Server 2012 Reporting Services

  PROFESSIONAL MICROSOFT® SQL SERVER® 2012 REPORTING SERVICES FOREWORD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxxv INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxxvii

  ⊲ PART I GETTING STARTED

  CHAPTER 1 Introducing Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 CHAPTER 2 Reporting Services Installation and Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

  CHAPTER 3 Confi guring SharePoint Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 ⊲ PART II REPORT DESIGN CHAPTER 4 Basic Report Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 CHAPTER 5 Report Layout and Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 CHAPTER 6 Designing Data Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 CHAPTER 7 Advanced Report Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 CHAPTER 8 Chart Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229 ⊲ PART III BUSINESS INTELLIGENCE REPORTING CHAPTER 9 BI Semantic Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251 CHAPTER 10 Reporting with Analysis Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263 CHAPTER 11 OLAP Reporting Advanced Techniques . . . . . . . . . . . . . . . . . . . . . . . . . 295 ⊲ PART IV ENABLING USER REPORTING CHAPTER 12 Tabular Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349 CHAPTER 13 Visual Analytics with Power View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373 CHAPTER 14 Report Builder Solution Strategies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445

  ⊲ PART V SOLUTION PATTERNS

CHAPTER 15 Managing Report Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463 CHAPTER 16 Report Solutions, Patterns, and Recipes . . . . . . . . . . . . . . . . . . . . . . . . . 483 ⊲ PART VI ADMINISTERING REPORTING SERVICES CHAPTER 17 Content Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525 CHAPTER 18 Integrating Reports with SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . 559 CHAPTER 19 Native Mode Server Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 581 ⊲ PART VII REPORTING SERVICES CUSTOM PROGRAMMING CHAPTER 20 Integrating Reports into Custom Applications . . . . . . . . . . . . . . . . . . . . 619 CHAPTER 21 Using Embedded and Referenced Code . . . . . . . . . . . . . . . . . . . . . . . . . 681 CHAPTER 22 Extending Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697 ⊲ PART VIII APPENDIXES APPENDIX A T-SQL Commands, Clauses, and Predicates . . . . . . . . . . . . . . . . . . . . . . 758 APPENDIX B T-SQL System Variables and Functions . . . . . . . . . . . . . . . . . . . . . . . . . . 779 APPENDIX C MDX Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 803 INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

  829

  

PROFESSIONAL

Microsoft® SQL Server® 2012

Reporting Services

  

PROFESSIONAL

Microsoft® SQL Server® 2012

Reporting Services

  

Paul Turley,

Robert M. Bruckner,

Thiago Silva,

Ken Withee, and Grant Paisley

  Professional Microsoft® SQL Server® 2012 Reporting Services Published by John Wiley & Sons, Inc.

  10475 Crosspoint Boulevard Indianapolis, IN 46256 Copyright © 2012 by John Wiley & Sons, Inc., Indianapolis, Indiana Published simultaneously in Canada

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This book is dedicated to my wonderful wife, Sherri,

for her love and endless support. To my dad, Mark,

and to the most incredible young people on the planet;

Krista, Sara, Rachael, and Josh.

  — Paul Turley Dedicated to my parents. — Robert M. Bruckner

  I dedicate this book to my beautiful wife, Michelle, who still loves me and encourages me, after all these years; to my children, Gabriella, Joshua, and Olivia, who brighten my life with their smiles and unconditional hugs; and to my mother Lucia who keeps believing that I am a rockstar.

  — Thiago Silva I dedicate this book to my wife and best friend, Rosemarie Withee.

  — Ken Withee I dedicate this book to my wife Sue, who still loves me after all these years; to my teenage kids, Megan,

  

Lisa, and Zoe, who have turned out even better than I

could have hoped; and to mum and dad who gave me

the opportunity and encouragement to always do and

learn new things.

  — Grant Paisley

  ABOUT THE AUTHORS

PAUL TURLEY is a Mentor with SolidQ, a Microsoft MVP, solution architect, teacher and presenter.

  He speaks at industry conferences and authors several publications on BI, data visualization, and reporting. He blogs at SQLServerBIBlog.com. He has been developing business database solu- tions since 1991 for companies like Microsoft, Disney, Nike, and Hewlett-Packard. He has been a Microsoft Certifi ed Trainer since 1996 and holds several industry certifi cations, including MCTS and MCITP for BI, MCSD, MCDBA, MSF Practitioner, and IT Project+.

  Paul has authored and coauthored several books and courses on databases, business intelligence, and application development technologies. His books include SQL Server Reporting Services

  Recipes for Designing Expert Reports, Professional SQL Server 2008 Reporting Services, Professional SQL Server 2005 Reporting Services, Professional SQL Server Reporting Services

(SQL Server 2000), Beginning T-SQL with SQL Server 2005 and 2008, Beginning Transact-SQL

with SQL Server 2000 and 2005, Beginning SQL Server 2005 Administration, Beginning Access 2002 VBA, Data Warehousing with SQL Server 2000 Analysis Services, and Professional Access

2000 Programming — all from Wrox. He is also the lead author for SQL Server 2005 Integration

Services Step by Step from Microsoft Press.

  ROBERT M. BRUCKNER, is a principal software architect and developer with the Microsoft SQL

  Server division. Robert is responsible for the technical architecture of SQL Server Reporting Services including Power View. One of Robert’s core areas has been the design and development of the scal- able report processing engine, utilized by Reporting Services and Power View. Power View is an enhancement of Reporting Services 2012, enabling end-users to easily and interactively visualize data, quickly gain analytical insights, and simply have fun exploring data! Prior to joining Microsoft in 2003, Robert researched, designed, and implemented database and business intelligence systems as a system architect at T-Mobile Austria, and as a researcher at Vienna University of Technology, Austria. Robert holds Master and PhD degrees with highest distinctions in Computer Science from Vienna University of Technology, and holds several patents.

  Anyone good with a search engine can fi nd thousands of Robert’s past postings on public news- groups and MSDN forums sharing his insights, tips, tricks, and expert advice related to Reporting Services and other SQL Server technologies. Robert has co-authored books on SQL Server Reporting Services as well as Analysis Services. Robert regularly presents at industry conferences and also maintains a popular blog at In his spare time, Robert enjoys mountain biking, skiing, and reading.

  THIAGO SILVA is an MCPD and an architect and consultant for Credera. Thiago has been develop-

  ing custom .NET and Reporting Services since the early days of .NET and SQL Server 2000. He is a part of the Microsoft practice within Credera, a Dallas-based consulting fi rm, delivering Microsoft solutions to clients that include several Fortune 500 companies. He has worked as a consultant for the last eight years and as a software engineer and web developer prior to that. Thiago is co-author

ABOUT THE AUTHORS

  of the previous edition of this book, Professional SQL Server 2008 Reporting Services, and he was a contributor in the book Microsoft SQL Server Reporting Recipes for Designing Expert

  Reports. Thiago has been featured on the tech podcast “.NET Rocks!”, and he is a member of

  the DFW .NET user groups and community. He occasionally writes articles on his tech blog “Silvaware,” found at Thiago holds a BBA in Information and Operations Management with a focus on Information Systems from Texas A&M University. He holds MCAD, MCPD, and MCTS titles for web development using ASP.NET 2, 3.5, and 4.

  

KEN WITHEE is President of Portal Integrators LLC oftware develop-

ment company focused on developing world class business applications for the SharePoint platform.

  He lives with his wife Rosemarie in Seattle, Washington, and is the author or coauthor of several books including Microsoft Offi ce 365 For Dummies (Wiley, 2011), SharePoint 2010 Development

  

For Dummies (Wiley, 2011), Professional Microsoft Project Server 2010 (Wrox, 2012), Microsoft

Business Intelligence For Dummies (Wiley, 2010), Professional Microsoft SQL Server 2012

Reporting Services (Wrox, 2012), and Professional Microsoft SQL Server 2008 Reporting Services

  (Wrox, 2008). Ken has also written a number of other published works in a variety of journals and magazines. Ken earned a Master of Science degree in Computer Science studying under Dr. Edward Lank at San Francisco State University. Their work has been published in the LNCS journals and was the focus of a presentation at the IASTED conference in Phoenix. Their work has also been presented at various other Human Computer Interaction conferences throughout the world. Ken has more than 12 years of professional computer and management experience working with a vast range of technologies. He is a Microsoft Certifi ed Technology Specialist and is certifi ed in SharePoint, SQL Server, and .NET.

  GRANT PAISLEY is an SQL Server MVP and founder of Angry Koala, a Microsoft Business

  Intelligence consultancy based in Sydney, Australia. Grant is president of the SQL Server Usergroup Sydney and is an internationally recognized speaker who has spoken at TechEd USA, Australia, and even China. His passion about BI, in particular with visualization of data, resulted in Grant creat- ing ommunity reporting site. Grant was also a contributing author for SQL Server 2008 Analysis Services with MD and Microsoft SQL Server Reporting Services

  

Recipes. If you don’t see him on stage presenting, you might see him on the water kite surfi ng in

Hawai’i or mountain biking in Whistler.

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  ACKNOWLEDGMENTS

  Thanks to: My wonderful family for their enduring support and occasional tolerance for my over-commitment to books, papers, projects, and events. To my wife Sherri who says “Honey, I love you, but if you bring home one more piece of conference swag, you’ll sleep in the garage.” …the Reporting Services and SQL Server BI product teams at Microsoft; Thierry, Sean, Carolyn, Lukasz, Ariel, Robert, and many others who have been open and available for the past nine years of books, projects, and support. Thank you for letting me play a small role in your quest to avail these fantastic technologies to people who use them to deliver information and make important things happen all over the world. Thanks to Mark, Chuck, Denny, Carl, John, and the SQL CAT team.

  …the Microsoft MVP organization for building an unbelievable network of dedicated professionals. To the SQL Server PASS organization who have nurtured a respected and trusted community. To Arnie and the Oregon SQL team for being my “homies.” Thanks to all the PASS chapter directors and SQL Saturday organizers everywhere.

  …everyone at SolidQ for building a stellar organization, unlike any other. I’m proud to be counted among so many trusted friends and professionals. A heartfelt thanks to the editorial and management team at Wiley; especially Bob and Kelly. How you maintain your sanity trying to manage those who write books in our “spare” time is beyond my comprehension. Thank you for your enduring patience and perseverance. Thank you to my co-authors and reviewers; Robert, Ken, Grant, Thiago, Joe, Chris, Nigel, and Glyn who have endured endless nights and weekends, reviews, and rewrites. Just one more revision and we should be done, guys! Thank you all for making this book happen. I have a profound respect for those who write “those other” books, and who I consider to be peers and co-contributors to a vibrant industry. Thank you Stacia, Teo, and Brian for keeping the bar high and for your contributions to the industry.

  — Paul Turley

  Robert would like to thank in particular Paul Turley and Bob Elliott for great collaboration through- out this project, drawing from the experience of several seasoned Reporting Services experts, and collecting proven best practices from large-scale customer deployments of Reporting Services. Furthermore, Robert would like to express a big “thank you” to all co-authors contributing to this book, to Kelly Talbot for great editorial work, and to technical reviewers for ensuring accuracy.

  — Robert M. Bruckner

  ACKNOWLEDGMENTS

  Thanks to Thierry D’Hers, Robert Bruckner, and the Reporting Services product team for their guidance and technical assistance during the authoring of this book. Thanks to Paul Turley for continuing to give me the opportunity to be a part of this book project, and for Kelly Talbot and Bob Elliot’s support and patience during the writing and editorial process. Finally, thanks to my wife and kids, who have put up with my long hours and weekend nights spent during the writing of this book. I appreciate their love and encouragement and could not have done this without them.

  — Thiago Silva

  I would like to acknowledge my grandma Tiny Withee who turns 99 this year and is still going strong. I would also like to acknowledge my wife Rosemarie Withee, mother Maggie Blair, father Ken Withee, sister Kate Henneinke, and parents-in-law Alfonso and Lourdes Supetran and family. An extraordinary amount of thanks goes to my co-authors; Paul Turley, Robert Bruckner, Thiago Silva, and Grant Paisley. Special thanks to Bob Elliott, Kelly Talbot, Gayle Johnson, Joe Salvatore, Chris Albrektson, Nigel Sammy, and the rest of the Wrox team for making this book a reality.

  — Ken Withee

  Thank you to the Angry Koala Team, Glyn Llewellyn who picks up the reins in my absence and helped in the writing of my chapters; Colin McGowan, David Lean, Geoff Orr, Mark Fitzpatrick, Lesley Llewellyn, Peter Orgill, and Praveen Chand, who through their professionalism and enthusi- asm for BI, are the backbone to my success. Thanks to my good friend Paul Turley for opportunity and support during authoring; Kelly and the team at Wrox for their invaluable role in getting the book into production. And fi nally my family Sue, Megan, Lisa, and Zoe that I love but rarely say so. Oh and I nearly forgot: “Megan is awesome” — actually you all are!

  — Grant Paisley

  CONTENTS

FOREWORD xxxv

  

INTRODUCTION xxxvii

PART I: GETTING STARTED CHAPTER 1: INTRODUCING REPORTING SERVICES

  3 Who Uses Reporting Services?

  4 Business Information Workers

  5 Business Managers

  5 Software Developers

  5 System Administrators

  5 Dashboards, Reports, and Applications

  6 Blurring the Line Between Applications and Reports

  6 Launching Reports from an Application

  7 User Interaction

  7 Integrating Reports and Applications

  8 Enterprise Reporting

  9 Solution Types

  10 Simple Report Design

  10 IT-Designed Reports

  11 User-Designed Reports

  12 Server-Based Reports

  15 Business Intelligence Reporting Solutions

  16 Report Data Sources

  18 Analytic Data Sources and Self-Service BI

  18 Complexity and Report Performance

  19 Customizing the Reporting Experience

  20 Summary 20

  CHAPTER 2: REPORTING SERVICES INSTALLATION AND ARCHITECTURE

  23 The Basic Installation

  24 Installing Reporting Services

  25 Installing the Reporting Services Samples and SQL Server Sample Databases

  41

  xvi CONTENTS The Enterprise Deployment

  55 Confi guration Files

  51 Subscriptions 52 Reporting Services Windows Service

  52 HTTP.SYS and the HTTP Listener

  53 The Security Sublayer

  54 Report Manager and the Web Service

  55 Core Processing

  55 Service Management

  56 WMI and the RPC Interface

  50 Report Viewer Control

  57 Reporting Services Processors and Extensions

  57 The Report Processor

  58 Report Session Caching

  59 Report Execution Caching

  59 Snapshots 60 Data Processing Extensions

  60 Report Items

  51 Reporting Services Web Service

  50 HTML Viewer

  41 SQL Server Editions

  47 Report Designer

  41 Named Instances

  44 Topology 44 Modes 45 Installation Options

  45 Command-Line Installation

  46 The Reporting Life Cycle

  46 Authoring 47 Management 47 Delivery 47

  Reporting Services Tools

  48 Power View

  49 Command-Line Utilities

  48 Report Builder

  48 Third-Party Authoring Tools

  49 Report Manager

  49 SharePoint Libraries and Web Parts

  49 Reporting Services Confi guration Manager

  49 SQL Server Management Applications

  61

  CONTENTS Rendering Extensions

  61 The HTML Rendering Extension

  62 The CSV-Rendering Extension

  62 The XML-Rendering Extension

  62 The Image-Rendering Extension

  63 The PDF-Rendering Extension

  63 The Excel-Rendering Extension

  63 The Word-Rendering Extension

  64 The Scheduling and Delivery Processor

  64 Delivery Extensions

  64 Reporting Services Application Databases

  64 ReportServer 65 ReportServerTempDB 66

  Summary 66

  CHAPTER 3: CONFIGURING SHAREPOINT INTEGRATION

  69 The SharePoint Technologies

  70 SharePoint Foundation

  70 SharePoint Server

  71 SharePoint Web Parts

  73 Installation and Confi guration

  74 Installing SharePoint Server 2010

  74 Installing Service Pack (SP) 1

  76 Installing and Confi guring PowerPivot for SharePoint

  77 Installing and Confi guring Reporting Services for SharePoint

  81 SharePoint Site Settings

  89 Architecture 90 Summary 91

PART II: REPORT DESIGN CHAPTER 4: BASIC REPORT DESIGN

  95 What Good Are Wizards, Anyway?

  95 Building Blocks

  96 Following Along?

  97 Let’s Get Started

  97 Touring Report Builder 107 Offi ce Tabs and Ribbons

  108 Home Tab 108 xvii

  xviii CONTENTS Insert Tab

  Maps and Spatial Reports 127 Defi ning Table Groups

  141 Rendering Format Limits and Considerations 141 Summary 142

  Browser Compatibility 140 Offl ine Viewing

  Designing Multicolumn Reports 139 Designing Gauge Reports 139

  Formatting Report Data 138 Introduction to Dynamic Formatting 138

  130 Interactive Sort 134 Adding Page Breaks 135 Creating Drill-Down Reports and Dynamic Visibility 136

  128 Group Expressions and Options 128 Formatting Table Values

  125 List Reports 126 Chart Reports 126 Gauge Reports and Dashboards 127

  109 View Tab 110 Report Builder Menu

  Table Reports 124 Matrix Reports

  CHAPTER 5: REPORT LAYOUT AND FORMATTING 123 Report Layout Types 124

  Summary 120

  Building a Matrix 113 Wrapping It Up 118 Running and Saving the Report 120

  Manual Report Design 113

  112 Server Reports 112

  111 Viewing and Setting Properties 112 Data Sources

  CHAPTER 6: DESIGNING DATA ACCESS 143 Business Intelligence Reporting 146 Reporting for Relational Data 148 Data and Query Basics 148 Data Sources 148

  CONTENTS Creating a Data Source from the Project Add Item Template 149 Creating a Data Source in the Report Wizard 149 Creating a Data Source When Defi ning a Dataset 152 Data Sources and Query Languages 153

  T-SQL Query Design 154 Data Warehouse Star Schema 155

  Filtering Techniques 161

  Filtering a Query 162 Parameter Concepts 163 Filtering Data with Query Parameters 165

  Creating a Parameter List 167 Multivalue Parameters 168 Cascading Parameters 170 Report Parameters

  175 Using Stored Procedures 176 Filtering Data with Report Parameters 177

  Using Other Data Sources 180

  Microsoft Access 180 Building a Query in a String Expression 183

  Microsoft Excel 184 Oracle P/L SQL 185 Sybase Adaptive Server 186 Federating Data Sources 186

  Best Practices 187 Summary 187

CHAPTER 7: ADVANCED REPORT DESIGN 189 Headers and Footers

  190 Aggregate Functions and Totals 194 Adding Totals to a Table or Matrix Report 196

  Creating Report Templates 198 Creating Composite Reports 199

  Anatomy of a Textbox 199 Padding and Indenting

  200 Embedded Formatting 201 Embedded HTML Formatting 202

  Designing Master/Detail Reports 204 Groups and Dataset Scope 205 Using a List to Combine Report Items and

  Data Regions 205 xix

  CONTENTS Designing Subreports 212

  Federating Data with a Subreport 213 Execution and Resource Implications 216 Navigating Reports

  219 Creating a Document Map

  219 Links and Drill-Through Reports 221 Navigating to a Bookmark

  223 Navigating to a URL 223

  Reporting on Recursive Relationships 224 Summary 228

CHAPTER 8: CHART REPORTS 229 Chart Types

  230 Column Charts

  230 Stacked Charts 233 Area and Line Charts 233 Pie and Doughnut Charts 234 Bubble and Stock Charts 235 Chart Type Summary 237 The Anatomy of a Chart 239

  Creating a Multiseries Chart 240 Using Multiple Chart Areas

  242 Useful Properties and Settings 246 Control the Number of Items Displayed on an Axis 246 Manage Axis Text Placement and Rotation 246 Manage the Format of Axis Values 246 Change the Color and Width of a Series Line 246 Set a Tooltip for a Chart Value 246 Control the Width and Gap Between Columns or Bars 246 For a Chart with Multiple Chart Areas, Control the Exact Position of Each Chart Area

  247 Dynamically Increase a Chart’s Size 247 Summary 247

  PART III: BUSINESS INTELLIGENCE REPORTING CHAPTER 9: BI SEMANTIC MODELS 251 Introduction to Data Modeling 252 The BI Semantic Model 253

  Conceptual Architecture 256 Data Model

  257 xx

  CONTENTS Business Logic and Queries 260 Data Access

  260 The Hybrid Nature of the BI Semantic Model 261 Summary 262

  CHAPTER 10: REPORTING WITH ANALYSIS SERVICES 263 Why Use Analysis Services for Reporting? 264 Using Reporting Services with Analysis Services Data 266 Working with Multidimensional Expression Language 266 MDX: Simple or Complex? 267 Building Queries with the MDX Query Designer 267

  Creating a Data Source 268 Building the Dataset Query 270

  Using Parameterized Queries 273 Modifying the MDX Query 278

  Adding Nonadditive Measures 285 When to Use the Aggregate Function 287

  MDX Properties and Cube Formatting 289 Drill-Through Reports 290

  Creating Cube Report Actions 291 Parameter Safety Precautions 292 Best Practices and Provisions 293 Summary 293

  CHAPTER 11: OLAP REPORTING ADVANCED TECHNIQUES 295 Cube Dynamic Rows 296

  Cube Dynamic Rows Anatomy 296 Parameters 296 Dataset 297 Matrix Content

  301 Formatting the Row Label 301 Highlighting the Current Row 303

  Dynamic Number Formatting 304 Self-Calling Drill-Through Action 304 Cube Dynamic Rows Summary 306

  Cube Dynamic Rows Expanded 306 MDX Query Modifi cations

  306 Design Surface Modifi cations 308 Tablix 308 Visualization Tweaks

  308 Summary 309 xxi

  xxii CONTENTS Cube Restricting Rows 309

  Footer Information 342 Final Thoughts 345

  Analyzing and Enriching Data 363 Filtering and Sorting

  361 The Advanced Tab 362

  The Home Tab 360 The Design Tab

  Importing Data into PowerPivot 355 PowerPivot Window 360

  PowerPivot for Excel 352 Setup and Installation 354

  PART IV: ENABLING USER REPORTING CHAPTER 12: TABULAR MODELS 349 Introduction to PowerPivot 350

  Summary 346

  Swap Actions 336 Titles 338

  Designing the Report 309 pRowCount Parameter 309 Restricting the Number of Rows in the MDX Query 312

  327 Cube Browser Member 329 Behind the Scenes 329 Cube Browser 329 Report Body 334 Restricting Rows and Columns 336

  Anatomy of the Reports 326 Cube Browser 326 Cube Browser Metadata

  Cube Browser 324

  Adding Other Cube Metadata 320 Final Thoughts 324

  Designing the Report 315 MeasureGroups 318

  Cube Metadata 315

  Adding pRowCount to Self-Calling Drill-Through Report Action 314 A Better Way to Interact with a Report Parameter 314 Summary 314

  363 Relationships 364

  CONTENTS Calculated Columns

  367 Measures 368 Browsing the Model

  371 Summary 372

CHAPTER 13: VISUAL ANALYTICS WITH POWER VIEW 373 Introduction to Power View

  374 Power View Architecture 379

  Architecture Overview 380 Reporting Services Add-in

  381 Reporting Services Service Application 381 PowerPivot for SharePoint

  382 Preparing a Model and Connection for a Tutorial 382

  Deploying the FAA Flight Data Model 383 Creating a SharePoint Image Library for FAA Airline Images 384 Publishing the FAA Workbook Directly to the PowerPivot Gallery 386 Creating Data Source Connections for Power View 387

  BI Semantic Model (BISM) Connection File 387 Report Data Source (RSDS) Connection 388 Visual Analytics with Power View 389

  Getting Started with Power View 390 Creating a New Power View Report 390 Opening an Existing Power View Report 391 Introduction to the Design Experience 391 Creating a Table Visualization 392 Converting Visualizations

  394 Sorting Inside a Chart 395 Expanding Visualizations 396 Filtering in Views 396 Multiple Views 400 Saving Reports

  403 Permissions for Power View 405 Visualizations and Interactivity 405 Tile Visualizations

  405 Highlighting in Visualizations 408 Matrix 409 Slicers 410 Filters 410 Card and Callout Views

  411 Zooming in Charts 413 Scatter and Bubble 414 xxiii

  xxiv CONTENTS Animated Timeline Charts

  Resources 443

  Using Shared Data Sources 453 Using a BI Semantic Model 454 Designing and Deploying Report Parts 454

  Report Branding 452 Data Source and Query Options 453

  Conducting User Training 452 Folder and Library Management 452

  User Education 451 Optimizing the Report Builder User Experience 452

  449 Data Governance 450 Data Source Access and Security 451

  448 Design Approaches and Usage Scenarios 448 Defi ne Ownership

  Installing Analysis Services Tabular 437 Deploying a PowerPivot Workbook to Analysis Services Tabular 440 Summary 442

  416 Refreshing Data in a Power View Report 418 Presenting and Exporting in Power View 418 Reading and Presentation Modes 419

  Analysis Services Tabular 437

  Kerberos Delegation with BISM or RSDS 432 BISM Connection and RS Service Account 433 RSDS and Stored Windows Credentials 433 RSDS with Impersonation and Eff ectiveUser 435

  429 Authentication Scenarios 430 Comparison and Trade-off s 432

  Connecting to PowerPivot Workbooks 427 Connecting to a BISM Connection File 428 Connecting to an RSDS

  Tips and Tricks for Power View 424 Confi guring Data Source Connections 425

  Printing Views 421 PowerPoint Export and Interactivity 421

CHAPTER 14: REPORT BUILDER SOLUTION STRATEGIES 445 Report Builder and Semantic Model History 447 Planning a Self-Service Reporting Environment 448 You Need a Plan

  CONTENTS Using Report Parts

  457 Using Shared Datasets 457

  User Report Migration Strategies 457 Report Migration Phases

  457 Review 457 Consolidate 458 Design 458 Test 458 Maintain 459

  Summary 459

  PART V: SOLUTION PATTERNS CHAPTER 15: MANAGING REPORT PROJECTS 463 Solutions and Projects 463

  Project Structure 464 Multiple Reporting Environments 465

  Multiple Logical Folders and Projects 465 Report-Naming Conventions 466 Shared Datasets and Data Sources 466 Key Success Factors

  467 Solution Scope 467 Report Specifi cations

  468 Report Template 469 Development Phases 469 Multiple Reporting Environments 469

  Multiple Logical Folders and Projects 470 Version Control

  471 Why Use Version Control?

  471 Setting Up Version Control 471 Getting the Latest Version

  472 Viewing a Report’s History 472 Restoring a Previous Version of a Report 472

  Setting Check-out and Check-in Policies 472 Applying Labels 473

  Synchronizing Content 473

  Deploying an Individual Report 473 Deploying a Suite of Reports 473 Checking for Build Errors 473 Excluding a Report from a Deployment 473 xxv

  CONTENTS Managing Server Content 474

  Checking the Deployment Location 474 Managing Content in Native Mode 475 Managing Data Sources

  475 Managing Data Sets 476 Managing Reports 476 Managing Content in SharePoint 477

  Getting Started with Azure Reporting 477 Deploying and Executing Reports 481

  Summary 482

CHAPTER 16: REPORT SOLUTIONS, PATTERNS, AND RECIPES 483 Super Reports

  484 Working with the Strengths and Limitations of the Architecture 484

  Report Recipes: Building on Basic Skills 487 Dashboard Solution Data Sources and Datasets 488 KPI Scorecard

  488 Deploying a Report Part 492 Interactive Sparkline and Chart 494

  Map with Navigation and Zoom 502 Geographic Shape Colors 506 Adding Spatial Point Markers 508

  Zoom, Pan, and Tilt 509 Using Report Parts to Assemble a Dashboard 511

  Dynamic Colors and Themes 514 Table Report with Dynamic Columns 517

  Designing the Report 517

  Summary 521

  PART VI: ADMINISTERING REPORTING SERVICES CHAPTER 17: CONTENT MANAGEMENT 525 Using Report Manager 526 Content Management Activities 529

  Folders 529 Shared Data Sources 531 Report Models

  534 Reports 535 Report Resources

  543 Shared Schedules 544 xxvi

  xxvii CONTENTS Item-Level Security 545 Content Management Automation 553

  The Unattended Execution Account 586 System-Level Roles 587 Surface Area Management

  Trace Logs 596 Execution Logs 600 Performance Counters 602 Server Management Reports

  Setup Logs 596 Windows Application Event Logs 596

  595 Monitoring 595

  590 Encryption Keys 592 Confi guration Files 594 Other Items

  590 Application Databases

  589 Backup and Recovery

  CHAPTER 19: NATIVE MODE SERVER ADMINISTRATION 581 Security 582 Account Management 582 The Service Account 583 The Application Database Account 585

  The RS Utility 553 Reporting Services Scripts

  578 Summary 579

  572 Integrated Mode Web Parts 574 Native Mode Versus Integrated Mode 577 Report Models

  SharePoint Foundation and SharePoint Server Standard Edition 564 SharePoint Server Enterprise Edition 570 Report Management

  562 Publishing Reports to SharePoint 564

  Native Mode Web Parts Installation 560 Report Viewer 561 Report Explorer

  CHAPTER 18: INTEGRATING REPORTS WITH SHAREPOINT 559 Native Mode Web Parts 560

  555 Summary 557

  607

  CONTENTS Confi guration 607

  Memory Management 607 URL Reservations

  608 E-mail Delivery 610 Rendering Extensions 612 My Reports 614

  Summary 616

  

PART VII: REPORTING SERVICES CUSTOM PROGRAMMING

CHAPTER 20: INTEGRATING REPORTS INTO CUSTOM APPLICATIONS 619 URL Access 620

  URL Syntax 620 Accessing Reporting Services Objects 621

  Folders 621 Data Sources 623 Resources 625

  Reports 625 Reporting Services URL Parameters 627 Parameter Prefi xes

  627 Parameters 628 Passing Report Information Through the URL 632 Report Parameters

  633 Rendering Snapshot History 634 URL Rendering Summary

  635 Programmatic Rendering

  635 Common Scenarios

  636 Custom Security 636 Server-Side Parameters 636 Rendering Through Windows 637

  Building the Application Interface 637 Setting Up the Web Services 637 Retrieving Report Information 643 Retrieving Report Parameters 648 Rendering a Report to a File on the Filesystem 653 Rendering a Report to the Filesystem Summary 660

  Rendering to the Web 661 Using Integrated Windows Authentication 661 xxviii

  xxix CONTENTS Modifying the web.confi g File 662 Confi guring ASP.NET 2.0 in IIS 6 and Older Versions 662 Setting Up the Report Execution Web Service 662 Rendering to the Response Object 662

  Using the ReportViewer Control 669 Embedding a Server-Side Report in a Windows Application 672

  Summary 678

  CHAPTER 21: USING EMBEDDED AND REFERENCED CODE 681 Using the Expression Builder 683 Calculated Fields 684 Conditional Expressions

  687

  IIF() Is Your Friend 687 Using Custom Code

  690 Using Custom Code in a Report 691 Using a Custom Assembly

  692 Custom Assembly Security 694 Errors, Warnings, and Debugging Code 695

  Summary 695

  CHAPTER 22: EXTENDING REPORTING SERVICES 697 Extension Through Interfaces 699 What Is an Interface? 699 Interface Language Diff erences 700

  A Detailed Look at Data Processing Extensions 702 Creating a Custom Data Processing Extension 705

  The Scenario 705 Creating and Setting Up the Project 706

  Creating the DataSetConnection Object 708 Variable Declarations 710 Constructors 710

  Implementing IDbConnectionExtension 711 Impersonate Property 711 IntegratedSecurity Property 712

  UserName and Password Properties 712 Implementing IDbConnection 713 Begin Transaction Method

  715 CreateCommand Method 716

  CONTENTS Open Method

  716 Close Method 717 ConnectionString Property 717 ConnectionTimeout Property 719

  Creating the DataSetParameter Class 720 Declarations 720 Implementing IDataParameter 720 ParameterName Property

  721 Value Property 722 Creating the DataSetParameterCollection Class 723

  Namespaces 723 Implementing IDataParameterCollection 723 Creating the DataSetCommand Class 725 Variable Declarations

  726 Constructors 727 Implementing IDbCommand 728 Cancel Method

  729 ExecuteReader Method 729 CommandText Property

  731 CommandTimeout Property 739 CommandType Property

  739 CreateParameter Method 740 Parameters Property 740 Creating the DataSetDataReader Object 741

  Declarations 741 Implementing IDataReader 742 GetFieldType Method

  743 GetName Method 743 GetOrdinal Method 744 GetValue Method 744 Read Method 745 FieldCount Property 746 Installing the DataSetDataProcessing Extension 746

  Server Installation 746 Server Security Confi guration 747

  WorkStation Installation 748 WorkStation Security Confi guration 748

  Testing DataSetDataExtension 749 Summary 753 xxx

  CONTENTS

  PART VIII: APPENDIXES APPENDIX A: T-SQL COMMAND SYNTAX REFERENCE 757 T-SQL Commands, Clauses, and Predicates 758 WITH 758 SELECT 758 SELECT TOP 759 SELECT INTO 759 FROM 760

  WHERE 760 GROUP BY 761 WITH ROLLUP 761 BY ROLLUP 761 WITH CUBE 761 BY CUBE

  762 HAVING 762 UNION 762 EXCEPT and INTERSECT

  762 ORDER BY 762 COMPUTE and COMPUTE BY Clauses 763

  FOR Clause 763 OPTION Clause 763 CASE 763

  INSERT 764 UPDATE 764 DELETE 764 DECLARE @local_variable

  765 SET 765 LIKE 765 ALTER TABLE

  766 PIVOT Operator 766 UNPIVOT Operator 766 CREATE DATABASE

  767 CREATE DEFAULT 767 CREATE PROCEDURE 767 CREATE RULE

  768 CREATE TABLE 768 CREATE TRIGGER 768 xxxi

  CONTENTS

CREATE VIEW

  768 CREATE SCHEMA 769 CREATE PARTITION FUNCTION 769

CREATE PARTITION SCHEME 769

  Script Comment Conventions 769 Reserved Words 770

  ODBC Reserved Words 772 Future Reserved Words 775

  APPENDIX B: T-SQL SYSTEM VARIABLES AND FUNCTIONS 779 System Global Variables 779

  Confi guration 780 Cursor 782

  System 782 System Statistics 782

  System Functions 783