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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 Authentication In the Project properties set the target path as http://localhost/reportserver Windows NT

I DESIGNING REPORTS EXERCISE1:

LEARNING
POINTS:

Embedded Image Matrix Report Drilldown 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 Sales FROM 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.ProductCategoryID WHERE (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 FIELD INITIAL PROPERTY V ISIBILITY W H E T H E R

AN OTHER CAN BE TOGGED BY

PRODUCT ITEM REPORT ITEM

AND

IF YES, THE

ProductCat Subcat OrderYear

Visible Hidden Visible

ProductCat -

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OrderQtr OrderMonth Country

Hidden Hidden Hidden

OrderYear OrderQtr OrderMonth

SORTIN G

SORT the OrderQtr by Ascending.

BACKGROUND

ADD

PROPERTY
Prerequisite task

SUB

PROPERTY

VALUE
drop from

Drag Image Toolbox

and item

Background Image

Source Value

Embedded Chose image Embedded using the

image Wizard Note: image Delete the

control

placed on the report layout, after you set the Background Source and Value

FORMAT

FORMAT

VALUE

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Add Border Style & Color to entire matrix Assign background Color for each text box in the matrix Assign Border for each text box in the matrix Drag and drop a text box on top of the matrix report ProductCat SubCat

Solid & Black Yellow

Solid Name of the Report Text Align: Left Text Align : Right

OrderYear, OrderQtr, OrderMonth, Country, Sales

Text Align: Center

Preview the Report

ADDITIONAL SCENARIOS TO TEST:

Sort : quarter, month and country Remove OrderQtr from Matrix Remove OrderMonth Remove the image

EXERCISE 2:
LEARNING POINTS:

Creating Dynamic Queries

STEPS:

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Create a Employee dataset with the following query:

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 Where D.DepartmentID=1 Order By c.lastname

Create a Department dataset with the following query:

0 AS DepartmentID, 'All' AS Name DepartmentID, Name HumanResources.Department Name

SELECT UNION SELECT FROM ORDER BY

Add a Table in the layout view placing the following fields from the first data set in Detail Area:

Fir stName LastName Title

Using

the

menu

option

Report

->ReportParameters,

create

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 field: Name.

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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, "", Parameters!Department.Value) & "ORDER BY C.LastName" "WHERE D.DepartmentID = " &

Preview the report the query will use the report parameter.

EXERCISE 3:
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

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SELECT Production.Product.Name, SUM(Sales.SalesOrderDetail.OrderQty) AS [ Quantity Sold ], DATEPART(yy, Sales.SalesOrderHeader.OrderDate) AS Year FROM Production.Product INNER JOIN Sales.SalesOrderDetail ON Sales.SalesOrderDetail.ProductID = Production.Product.ProductID INNER JOIN Sales.SalesOrderHeader ON Sales.SalesOrderHeader.SalesOrderID = Sales.SalesOrderDetail.SalesOrderID GROUP 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 FIELD
ItemName (Header)

PROPERTY
Select the following: Include group header Include group footer Page Break at end Repeat group header Repeat group footer

Year (header)

of

Sale Select the following: Include group header Include group footer

ID_Quantity_Sold (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)

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FORMAT
FORMAT Add Border & Color to entire Table Text Alignment in the Table Data Sorting Assign color & make the font bold for Table Group Header VALUE Solid & Black Center Year 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.

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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.

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 Employee FROM HumanResources.Employee INNER JOIN Sales.SalesPerson ON HumanResources.Employee.EmployeeID = Sales.SalesPerson.SalesPersonID ORDER 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 Sales FROM Sales.SalesOrderHeader INNER JOIN

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Sales.SalesOrderDetail ON Sales.SalesOrderHeader.SalesOrderID = Sales.SalesOrderDetail.SalesOrderID INNER JOIN Sales.SalesPerson ON Sales.SalesOrderHeader.SalesPersonID = Sales.SalesPerson.SalesPersonID INNER JOIN 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.ProductCategoryID WHERE (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

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ValueField = OrderYear labelField = OrderYear Click OK

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 Select List and Delete Details from RowGroup (from down left panel of the window)

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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 Choose specify values add values Value = 1 Value = 2

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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 like 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.ProductNumber FROM Sales.SalesOrderDetail INNER JOIN Production.Product ON Sales.SalesOrderDetail.ProductID = Production.Product.ProductID INNER JOIN Sales.SalesOrderHeader ON Sales.SalesOrderDetail.SalesOrderID = Sales.SalesOrderHeader.SalesOrderID WHERE (Sales.SalesOrderHeader.SalesOrderNumber = @SalesOrderNumber) ORDER BY Sales.SalesOrderDetail. SalesOrderDetailID

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,

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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 ShipCountryRegion FROM 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.CustomerID WHERE (Sales.SalesOrderHeader.SalesOrderNumber = @SalesOrderNumber)

Drag and drop a table on design layout 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.

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Add a group with name as Item and GroupOn Expression as =Fields! Name.Value

FORMAT

FIELD
Name, OrderQty, UnitPrice, LinePriceDiscount and Line Total (OrderDetail data set)

DATA ELEMENT
Drag and Drop name to first column in Item group header Drag other Details row Add columns most right column click as you and and drop fields the in

GROUPING PROPERTIES

proceed (Select right ->Insert

Column to the right) LineTotal Table footer (in the last column)

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

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Drill 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.TotalDue FROM 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 Sales.SalesPerson.SalesPersonID = Sales.SalesOrderHeader.SalesPersonID GROUP BY Sales.SalesTerritory.Name, Sales.SalesPerson.SalesPersonID, HumanResources.Employee.LoginID, Sales.SalesOrderHeader.SalesOrderNumber, Sales.SalesOrderHeader.TotalDue ORDER BY Sales.SalesTerritory.Name

Report Type as Tabular Name, LoginId and SalesOrderNo fields as groups TotalDue as Detail field

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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

Create a dataset with that lists the product category, subcategory, name price and photo of products:

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SELECT Production.Product.Name, Production.Product.ListPrice, Production.ProductPhoto.ThumbNailPhoto, Production.ProductCategory.Name AS Category, Production.ProductSubcategory.Name AS SubCategory FROM 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.ProductCategoryID GROUP 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 list. 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 a

List

properties, on the

click list.

the Value

button is

Edit

DetailsGrouping. Category.Value

Create

group

=Fields!

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

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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
Value.

Label property

to be the same as the Group Detail

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

Steps:

Create a dataset with the following query

Which retrieves Region wise, Category wise, Sub category wise products sales and budget

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 BUDGET FROM 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

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INNER JOIN

PS.ProductSubCategoryID = P.ProductSubCategoryID

PRODUCTION.ProductCategory PC ON PS.ProductCategoryID = PC.ProductCategoryID GROUP 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 Add three CategoryGroups :=Fields!SUBCATEGORY.Value,Fields!CATEGORY.Value, Fields!REGION.Value

o o

Values: =Sum(Fields!SALES.Value) , 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 subscr iptio n Data Driven subscript ion

Getting Started

Ensure that SQL Server agent service is running Create four shared folders in your system (This is required to test datadriven and standard subscriptions using FileShareDelivery Technique). Build and Deploy the project created earlier.

Standard subscription

Go to the following URL of Report Manager:

http://l ocalhost/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 Connect ion Type: Microsoft SQL Server connect ion string: Datasource= localhost;init ialcatalog=adventureworks Connect ion Using : credentials stored securely in the report server Specify Username & password1 (Local computer user).

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Select Use as Windows Credentials when connecting to the data source

In Subscript ions pane: Select New subscript ion o o o Select Report Delivery Option ->Report Server Fileshare. Give appropr iate filename. Select the path of one of the shared folders you created (Path to be given in UNC eg:- \\computername\Drive$\sharename). o o o o o Select the render format of the report. Give credentials to access the file share (user ID and Password). Select Overwrite file share option. Select the schedule to run the report Schedule: hour, Give the appropr iate time to run the report and give appropr iate start time. o After the start time, 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 ex i st s ( se l e c t * f ro m d b o . s y s o b j e c t s wh e r e i d = o b j ec t _ i d( N' [ d b o ] . [ su b s c r i b e r d e t a i l ] ' ) a n d O B J E C T P R O P E R T Y ( i d , N' I s U s e r T a b l e' ) = 1) d ro p t ab l e [ db o ] . [ s u b s c r i b e r d e t a i l ] GO C R E A T E TA B L E [ db o ] . [ s u b s c r i b e r d e t a i l ] ( [ Na m e ] [ v a r c h a r ] ( 3 0) C O L L A T E S Q L_ L a t i n 1 _ G e n e r a l _ C P 1 _ C I _ A S NO T NU L L , [ F i l e _ S h a r e ] [ v a r c h a r ] ( 1 65) CO L L A T E S QL _ L a t i n 1 _ G e n e r a l _ C P1 _ C I _ A S NO T NU L L ,

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[ E m p l o y e e I D ] [ v a r c h a r ] ( 5 0) CO L L A T E S QL _ L a t i n 1 _ G e n e r a l _ C P1 _ C I _ A S NU L L , [ Me di a _ f o r m a t ] [ v a r c h a r ] ( 5 0) CO L L A T E S QL _ L a t i n 1 _ G e n e r a l _ C P1 _ C I _ A S NU L L ) O N [PR I MA R Y ] GO

Insert Rows into the above table

I n s e r t i n to [ db o ] . [ s u b s c r i b e r d e t a i l ] v al u e s( l o c a l h o s t \ u s e r , <F i l e sh a r e 1 >, 1 0, C S V ) I n s e r t i n to [ db o ] . [ s u b s c r i b e r d e t a i l ] v al u e s( A r u n , <F i l e sh a r e 2> , 1 0, E x c el ) I n s e r t i n to [ db o ] . [ s u b s c r i b e r d e t a i l ] v al u e s( M ee n a , < F i l e s h a r e 3 >, 1 0, HT ML 4. 0 )

Go to the following URL of Report Manager:

http://l ocalhost/reports

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

In Subscript ion pane, Select New Data driven subscript ion o Delivery Option o Descriptio n: Name of the subscr iptio n. Specify how recipie nts are notif ied: Report Server File share

Connect to the subscriberdetail table connect ion string: Datasource localhost; init ialcatalog=adventureworks Credentials (localhost\user, password) Use Windows Credentials

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Query the subscr iberdetail table as follows and validate query:

S el ec t * f ro m s u b sc r i b e r d e t a i l
o Choose the delivery extension settings o o Filename: appropr iate File extension: true Path: get value from database->file_share Render format: get value from database->Media_format Username: (localhost\user, password) WriteMode: Overwrite

Select the schedule to run the report Schedule: hour, Give the appropr iate time to run the report and give appropr iate start time.

After the start time check the file shares for each subscriber.

II URL ACCESS EXERCISE:

LEARNING
POINTS:

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

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III PROGRAMMATIC ACCESS TO REPORTING WEB SERVICE EXERCISE:

LEARNING
POINTS:

URL Access To Report Server Perf orming Management activities Programmatic Generatio n 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

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;

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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()); } 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); }

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IV PROGRAMMATIC GENERATION OF REPORT FILE

LEARNING
POINTS:

Usi ng API to create a report def init ion programmaticall y

Copy the following structure of the RDL Code:

u si n g S y s t e m ; u si n g S y s t e m . C o l l e c t i o n s ; u si n g S y s t e m . D a t a ; u si n g S y s t e m . D a t a . S q l C l i e n t ; u si n g S y s t e m . I O ; u si n g S y s t e m . T e x t ; u si n g S y s t e m . X m l ; n a m e s p a c e S a mp l e R D L G e n e r a t o r { c l a s s R dl G e n e r a t o r { SqlConnection m_connection; s tr i n g m_ c o n n e c tS t r i n g; s tr i n g m_ c o m m a n d T e x t ; A rr ay L i s t m_ f i el d s ; p u b l i c s ta t i c v o i d Ma i n ( ) {

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Rd l G e n e r a t o r m y R dl G e n e r a t o r = n e w R dl G e n e r a t o r ( ) ; my Rd l G e n e r a t o r . R u n ( ) ; } p u b l i c v o i d Ru n ( ) { try { / / Ca l l me t ho d s to c r e at e t h e RD L t hi s . O p e n C o n n e c t i o n ( ) ; t hi s . G e n e r a t e F i e l d s L i s t ( ) ; t hi s . G e n e r a t e R d l ( ) ; C o n so l e . W r i t e L i n e( " R D L f i l e g en e r a t e d su c c e s s f u l l y . " ) ; } c a tc h ( E x c ep ti o n ex c e p t i o n ) { C o n so l e . W r i t e L i n e( " A n er r o r o c c u r r e d: " + ex c ep t i o n . M e s s a g e ) ; } f i n al l y { / / Cl o s e th e c o n n e c t i o n s t r i n g m_connection.Close(); } }

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p u b l i c v o i d Op e n C o n n e c t i o n ( ) { / / T O D O : Op e n a c o n n ec t i o n t o t h e sa m p l e da t ab a s e } p u b l i c v o i d Ge n e r a t e F i e l d s L i s t ( ) { / / T O D O : Ge n e r a t e a l i s t o f f i el d s f o r a r e p o r t q u e r y } p u b l i c v o i d Ge n e r a t e R d l ( ) { / / T O D O : Ge n e r a t e RD L u si n g X ml T e x t W r i t e r } } }

Create Connection to the AdventureWorks Database as follows:

Replace the Open connection method by the code below

p u b l i c v o i d Op e n C o n n e c ti o n ( ) { / / C re a t e a c o n n e c ti o n o b j ec t m_ c o n n e c ti o n = n e w S q l Co n n e c t i o n ( ) ;

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/ / C re a t e t he c o n n ec t i o n s t r i n g m_ c o n n e c tS t r i n g = " da t a so u r c e = l o c a l h o s t ; i n i t i a l c at a l o g = A d v e n t u r e Wo r k s ; i n t e g r a t e d s ec u r i t y = S S P I " ; m_ c o n n e c ti o n . C o n n e c t i o n S t r i n g = m_ c o n n e c t S t r i n g ; / / O p e n th e c o n n e c ti o n m_ c o n n e c ti o n . O p e n ( ) ; }

Generate the filed list using a query as follows:

Use Array List for storing the fields generated thru the query as below:

p u b l i c v o i d Ge n e r a t e F i e l d s L i s t ( ) { S q l Co m m a n d c o m m a n d ; S q l D a t a R e a d e r re a d e r; / / E x e c u t i n g a q u e ry to r et r i e v e a f i el d s l i st f o r t h e r ep o r t c o m m a n d = m _ c o n n e c ti o n . C r e a t e C o m m a n d ( ) ; m_ c o m m a n d T e x t = " S E L E C T Pe r s o n . C o u n t r y R e g i o n . Na m e A S Co u n t r y Na m e , Pe r s o n . S t a t e Pr o v i n c e . N a m e A S S t at e P r o v i n c e " + " F R O M Pe r s o n . S t a t e Pr o v i n c e " + " I NNE R J O I N Pe r s o n . C o u n t r y R e g i o n O N Pe r s o n . S t a t e Pr o v i n c e . C o u n t r y R e g i o n C o d e = Pe r s o n . C o u n t r y R e gi o n . C o u n t r y R e g i o n C o d e " + " O R D E R B Y Pe r s o n . C o u n t r y R e g i o n . N a m e " ;

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c o m m a n d . C o m m a n d T e x t = m_ c o m m a n d T e x t ;

/ / E x e c u t e an d c r ea t e a r ea d e r f o r t h e c u r r e n t c o m m a n d re a d e r = c o m m a n d . E x e c u t e R e a d e r ( C o m m a n d B e h a v i o r . S c h e m a O n l y ) ;

/ / F o r e ac h f i el d i n t he r es u l t s e t , a dd t h e n a m e t o a n a r r a y l i s t m_ f i el d s = n e w A rr ay L i s t( ) ; f o r ( i n t i = 0; i < = r ea d e r . F i e l d C o u n t - 1; i + + ) { m _ f i e l d s . A d d ( r e a d e r . G e t Na m e ( 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:

p u b l i c v o i d Ge n e r a t e R d l ( ) { / / O p e n a n e w RD L f i l e s tr e a m f o r wr i t i n g F i l e S t r e a m s tr e a m ; st r e a m = F i l e . O p e n W r i t e ( " R e p o r t 1 . r d l " ) ; Xm l T ex t W r i t e r wr i t e r = n e w Xm l T e x t W r i t e r ( s t r e a m , E n c o d i n g . U T F 8 ) ; / / C au s e s c hi l d el e m e n t s to b e i n de n t e d

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wr i t e r . F o r m a t t i n g = F o r m a t t i n g . I n d e n t e d ; / / R ep o r t e l e m e n t wr i t e r . W r i t e Pr o c e s s i n g I n s t r u c t i o n ( " x m l " , "v er s i o n = \ " 1 . 0\ " e n c o d i n g = \ " u tf - 8\ "" ) ; wr i t e r . W r i t e S t a r t E l e m e n t ( " R e p o r t " ) ; wr i t e r . W r i t e A t t r i b u t e S t ri n g ( " x m l n s " , n u l l , " ht tp : / / s c h e m a s . m i c r o s o f t . c o m / s q l s e r v e r / r e p o r t i n g / 2 0 03 / 1 0/ r e p o r t d e f i n i ti o n " ) ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " Wi d t h " , "6i n ") ; / / D at a S o u r c e el e m e n t wr i t e r . W r i t e S t a r t E l e m e n t ( " D a t a S o u r c e s " ) ; wr i t e r . W r i t e S t a r t E l e m e n t ( " D a t a S o u r c e ") ; wr i t e r . W r i t e A t t r i b u t e S t ri n g ( " N a m e " , n u l l , " D at a S o u r c e 1 " ) ; wr i t e r . W r i t e S t a r t E l e m e n t ( " C o n n e c t i o n P r o p e r t i e s " ) ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " D a t a P r o v i d e r " , " S Q L " ) ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " C o n n e c t S t r i n g " , m _ c o n n e c t S t r i n g ) ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " I n t e g r a t e d S e c u r i t y " , "t r u e ") ; wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / C o n n e c t i o n P r o p e r t i e s wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / D at a S o u r c e wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / D at a S o u r c e s / / D at a S e t el e m e n t wr i t e r . W r i t e S t a r t E l e m e n t ( " D a t a S e t s " ) ; wr i t e r . W r i t e S t a r t E l e m e n t ( " D a t a S e t " ) ; wr i t e r . W r i t e A t t r i b u t e S t ri n g ( " N a m e " , n u l l , " D at a S e t 1 " ) ;

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/ / Q u e ry el e m e n t wr i t e r . W r i t e S t a r t E l e m e n t ( " Q u e r y " ) ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " D a t a S o u r c e Na m e " , " Da t a S o u r c e 1 " ) ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " C o m m a n d T y p e " , "T ex t ") ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " C o m m a n d T e x t " , m _ c o m m a n d T e x t ) ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " T i m e o u t " , " 3 0" ) ; wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / Q u e r y / / F i el d s e l e m e n t s wr i t e r . W r i t e S t a r t E l e m e n t ( " F i e l d s " ) ; f o r e ac h ( s tr i n g f i e l d Na m e i n m_ f i el d s ) { wri t e r . W r i t e S t a r t E l e m e n t ( " F i el d " ) ; wri t e r . W r i t e A t t ri b u t e S t r i n g ( " Na m e " , n u l l , f i e l d Na m e ) ; wri t e r . W r i t e E l e m e n t S t r i n g ( " D a t a F i e l d " , n u l l , f i e l d Na m e ) ; wri t e r . W r i t e E n d E l e m e n t ( ) ; / / F i e l d } / / E n d p r ev i o u s e l e m e n t s wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / F i el d s wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / D at a S e t wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / D at a S e t s / / B o dy e l e m e n t wr i t e r . W r i t e S t a r t E l e m e n t ( " B o d y ") ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " He i g h t " , " 5i n " ) ;

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/ / R ep o r t I t e m s el e m e n t wr i t e r . W r i t e S t a r t E l e m e n t ( " R e p o r t I t e m s " ) ; / / T ab l e el e m e n t wr i t e r . W r i t e S t a r t E l e m e n t ( " T a b l e " ) ; wr i t e r . W r i t e A t t r i b u t e S t ri n g ( " N a m e " , n u l l , " T a b l e 1 " ) ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " D a t a S e t N a m e " , " D a t a S e t 1 " ) ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " T o p " , " .5 i n ") ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " L e f t " , ". 5i n ") ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " He i g h t " , " .5 i n ") ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " Wi d t h " , ( m _ f i e l d s . C o u n t * 1. 5) + "i n ") ; / / T ab l e Co l u m n s wr i t e r . W r i t e S t a r t E l e m e n t ( " T a b l e C o l u m n s " ) ; f o r ( i n t i = 0; i < m _ f i e l d s . C o u n t ; i + + ) { wri t e r . W r i t e S t a r t E l e m e n t ( " T a b l e C o l u m n " ) ; wri t e r . W r i t e E l e m e n t S t r i n g ( " W i d t h " , " 1 . 5i n ") ; wri t e r . W r i t e E n d E l e m e n t ( ) ; / / T a b l e C o l u m n } wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / T ab l e C o l u m n s / / He a d e r Ro w wr i t e r . W r i t e S t a r t E l e m e n t ( " He a d e r " ) ; wr i t e r . W r i t e S t a r t E l e m e n t ( " T a b l e R o w s " ) ; wr i t e r . W r i t e S t a r t E l e m e n t ( " T a b l e R o w" ) ;

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wr i t e r . W r i t e E l e m e n t S t r i n g ( " He i g h t " , " . 2 5i n " ) ; wr i t e r . W r i t e S t a r t E l e m e n t ( " T a b l e C e l l s " ) ; f o r e ac h ( s tr i n g f i e l d Na m e i n m_ f i el d s ) { wri t e r . W r i t e S t a r t E l e m e n t ( " T a b l e C e l l " ) ; wri t e r . W r i t e S t a r t E l e m e n t ( " R e p o r t I t e m s " ) ; / / Te x t b o x wri t e r . W r i t e S t a r t E l e m e n t ( " T e x t b o x ") ; wri t e r . W r i t e A t t ri b u t e S t r i n g ( " Na m e " , n u l l , " He a d e r " + f i e l d Na m e ) ; wri t e r . W r i t e S t a r t E l e m e n t ( " S t y l e " ) ; wri t e r . W r i t e E l e m e n t S t r i n g ( " T e x t D e c o r a t i o n " , " Un d e r l i n e " ) ; wri t e r . W r i t e E n d E l e m e n t ( ) ; / / S t y l e wri t e r . W r i t e E l e m e n t S t r i n g ( " T o p ", " 0i n ") ; wri t e r . W r i t e E l e m e n t S t r i n g ( " L e f t " , " 0i n ") ; wri t e r . W r i t e E l e m e n t S t r i n g ( " He i g h t " , ". 5i n " ) ; wri t e r . W r i t e E l e m e n t S t r i n g ( " W i d t h " , " 1 . 5i n ") ; wri t e r . W r i t e E l e m e n t S t r i n g ( " V a l u e " , f i e l d Na m e ) ; wri t e r . W r i t e E n d E l e m e n t ( ) ; / / T e x t b o x wri t e r . W r i t e E n d E l e m e n t ( ) ; / / Re p o r t I t e m s wri t e r . W r i t e E n d E l e m e n t ( ) ; / / T a b l e C e l l } wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / T ab l e C e l l s wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / T ab l e R o w

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wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / T ab l e R o ws wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / He a d e r / / D et a i l s Ro w wr i t e r . W r i t e S t a r t E l e m e n t ( " D e t a i l s " ) ; wr i t e r . W r i t e S t a r t E l e m e n t ( " T a b l e R o w s " ) ; wr i t e r . W r i t e S t a r t E l e m e n t ( " T a b l e R o w" ) ; wr i t e r . W r i t e E l e m e n t S t r i n g ( " He i g h t " , " . 2 5i n " ) ; wr i t e r . W r i t e S t a r t E l e m e n t ( " T a b l e C e l l s " ) ; f o r e ac h ( s tr i n g f i e l d Na m e i n m_ f i el d s ) { wri t e r . W r i t e S t a r t E l e m e n t ( " T a b l e C e l l " ) ; wri t e r . W r i t e S t a r t E l e m e n t ( " R e p o r t I t e m s " ) ; / / Te x t b o x wri t e r . W r i t e S t a r t E l e m e n t ( " T e x t b o x ") ; wri t e r . W r i t e A t t ri b u t e S t r i n g ( " Na m e " , n u l l , f i e l d Na m e ) ; wri t e r . W r i t e S t a r t E l e m e n t ( " S t y l e " ) ; wri t e r . W r i t e E n d E l e m e n t ( ) ; / / S t y l e wri t e r . W r i t e E l e m e n t S t r i n g ( " T o p ", " 0i n ") ; wri t e r . W r i t e E l e m e n t S t r i n g ( " L e f t " , " 0i n ") ; wri t e r . W r i t e E l e m e n t S t r i n g ( " He i g h t " , ". 5i n " ) ; wri t e r . W r i t e E l e m e n t S t r i n g ( " W i d t h " , " 1 . 5i n ") ; wri t e r . W r i t e E l e m e n t S t r i n g ( " V a l u e " , "= F i el d s ! " + f i el d Na m e + ".Value");

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wri t e r . W r i t e E l e m e n t S t r i n g ( " Hi d e D u p l i c a t e s " , " D at a S e t 1 " ) ; wri t e r . W r i t e E n d E l e m e n t ( ) ; / / T e x t b o x wri t e r . W r i t e E n d E l e m e n t ( ) ; / / Re p o r t I t e m s wri t e r . W r i t e E n d E l e m e n t ( ) ; / / T a b l e C e l l } / / E n d De t ai l s el e m e n t a n d c h i l dr e n wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / T ab l e C e l l s wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / T ab l e R o w wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / T ab l e R o ws wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / D et a i l s

/ / E n d ta b l e el e m e n t an d en d r ep o r t d ef i n i t i o n f i l e wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / T ab l e wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / R ep o r t I t e m s wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / B o dy wr i t e r . W r i t e E n d E l e m e n t ( ) ; / / R ep o r t / / F l u s h t he wr i t e r a n d c l o s e t h e st r e a m wr i t e r . F l u s h ( ) ; st r e a m . C l o s e ( ) ; }

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 Usi ng Report Buil der

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 Explorers list into the report layout area labeled Drop Column Field. In the Explorers 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 Explorers 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, in the text boxes: OrderYear = 2002 OrderMonth = 3 expand Order Date. Drop Order Year and

Order Month fields into the data area and specify the filter value

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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* * * E n d of D o cum e n t * * *

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