Beginning SQL Server Reporting Services

338 Pages·2016·23.74 MB·English

by  Kathi Kellenberger (auth.)

beginning sQl
server reporting
services
—
Kathi Kellenberger
Beginning SQL Server
Reporting Services

Kathi Kellenberger
Beginning SQL Server Reporting Services
Kathi Kellenberger
Edwardsville, Illinois
USA
ISBN-13 (pbk): 978-1-4842-1989-8 ISBN-13 (electronic): 978-1-4842-1990-4
DOI 10.1007/978-1-4842-1990-4
Library of Congress Control Number: 2016951945
Copyright © 2016 by Kathi Kellenberger
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Contents at a Glance
About the Author ...................................................................................................xiii
About the Technical Reviewer .................................................................................xv
Acknowledgments .................................................................................................xvii
■ Part I: Getting Started .........................................................................1
■ Chapter 1: Getting Started .....................................................................................3
■ Chapter 2: Using the Wizard to Create Your First Reports ...................................33
■ Part II: Report Development .............................................................59
■ Chapter 3: Understanding Data Sources and Datasets ........................................61
■ Chapter 4: Working with Tables, Controls, and Report Sections .........................83
■ Chapter 5: Adding Grouping Levels to Reports ..................................................111
■ Chapter 6: Making Reports Dynamic .................................................................135
■ Chapter 7: Bringing Data to Life Visually ...........................................................171
■ Part III: Deploying Reports..............................................................223
■ Chapter 8: Publishing Reports ...........................................................................225
■ Chapter 9: Securing Your Reports .....................................................................253
■ Chapter 10: Creating Self-Service and Mobile Reports .....................................277
■ Chapter 11: Where to Go from Here ...................................................................319
Index .....................................................................................................................325
v

Contents
About the Author ...................................................................................................xiii
About the Technical Reviewer .................................................................................xv
Acknowledgments .................................................................................................xvii
■ Part I: Getting Started .........................................................................1
■ Chapter 1: Getting Started .....................................................................................3
Understanding SSRS Architecture ....................................................................................4
Installing SQL Server with SSRS ......................................................................................5
Installing SQL Server Data Tools ....................................................................................11
Confi guring SSRS ...........................................................................................................13
Confi guring Local SSRS Settings ...................................................................................19
Determining the SQL Server Name ................................................................................22
Restoring the AdventureWorks Database .......................................................................23
Taking a Tour of SSDT.....................................................................................................27
Summary ........................................................................................................................31
■ Chapter 2: Using the Wizard to Create Your First Reports ...................................33
Creating Your First Report .............................................................................................33
Using the Preview Buttons .............................................................................................43
The Print Layout Button ........................................................................................................................44
The Page Setup Button .........................................................................................................................44
Additional Buttons ................................................................................................................................45
vii
■ CONTENTS
Formatting the Wizard Report ........................................................................................45
Creating a Matrix Report ...............................................................................................52
Summary ........................................................................................................................57
■ Part II: Report Development ..............................................................................59
■ Chapter 3: Understanding Data Sources and Datasets ........................................61
Creating Shared Data Sources .......................................................................................61
Creating Shared Datasets ...............................................................................................67
Using Data Sources and Datasets ..................................................................................69
Using a Shared Dataset ..................................................................................................77
Summary ........................................................................................................................81
■ Chapter 4: Working with Tables, Controls, and Report Sections .........................83
Working with Tables .......................................................................................................83
Property Window Properties .................................................................................................................87
Property Dialog Properties ....................................................................................................................89
Other Report Components ..............................................................................................94
Page Headers .......................................................................................................................................94
Table Cell Formatting ............................................................................................................................96
Page Footers .........................................................................................................................................98
Report Cover Page ................................................................................................................................99
Text Boxes with Data ..........................................................................................................................102
Calculated Fields ................................................................................................................................102
The List Control ...................................................................................................................................106
Setting Report Properties .............................................................................................108
Summary ......................................................................................................................110
viii
■ CONTENTS
■ Chapter 5: Adding Grouping Levels to Reports ..................................................111
Designing Your Report ..................................................................................................111
The Report Requirements ...................................................................................................................111
The Report Layout ..............................................................................................................................112
Building a Report with Grouping Levels .......................................................................112
Add a Grouping Level to a Table Row .................................................................................................113
Add a Grouping Level to the Grouping Window ..................................................................................116
Formatting the Report ........................................................................................................................118
Sorting the Groups ..............................................................................................................................122
Finalizing the Report ...........................................................................................................................123
Building a Report with an Alternate Layout ..................................................................124
Building a Report with a Space-Saving Layout ............................................................128
Building a Matrix Report ...............................................................................................129
Summary ......................................................................................................................133
■ Chapter 6: Making Reports Dynamic .................................................................135
Adding Parameters to Report .......................................................................................135
The Hard-Coded Parameter List .........................................................................................................138
Adding a Parameter List Based on a Query ........................................................................................139
Default Parameters .............................................................................................................................143
Multivalued Parameters ......................................................................................................................145
Cascading Parameters........................................................................................................................146
Parameter Placement .........................................................................................................................147
Parameter Data Types .........................................................................................................................148
Using Stored Procedures ....................................................................................................................150
Controlling Properties ...................................................................................................156
Visibility ..............................................................................................................................................156
Formatting ..........................................................................................................................................163
Interactive Sorting ..............................................................................................................................164
Creating Drill Through Reports .....................................................................................167
Summary ......................................................................................................................170
ix