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Introduction to MSBI - Reporting Services 2005

Introduction to MSBI - Reporting Services 2005. Presented by : Sumit Khemka. Agenda. Introduction to SQL Server Business Intelligence What is Reporting Services ? Reporting Services Architecture Report Life Cycle What’s new in 2005 Ad-Hoc Reporting – Report Builder Demos Summary Q & A.

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Introduction to MSBI - Reporting Services 2005

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  1. Introduction to MSBI - Reporting Services 2005 Presented by : Sumit Khemka

  2. Agenda • Introduction to SQL Server Business Intelligence • What is Reporting Services ? • Reporting Services Architecture • Report Life Cycle • What’s new in 2005 • Ad-Hoc Reporting – Report Builder • Demos • Summary Q & A

  3. SQL Server Release History

  4. The Comprehensive, Integrated Data Platform

  5. SQL Server 2005 Business Intelligence

  6. What is Reporting Services ? • Extensible enterprise reporting platform for paper based, interactive and ad-hoc reports. • Integrated with Microsoft Windows Sharepoint Server Services. • Office System integration • VS.NET development environment • Single Platform and tool for all types of structured data ( relational, hierarchical, multidimensional) which you can connect using SQL Server, Oracle, Oledb, ODBC, .Net providers, File systems, XML etc.

  7. Reporting Services Architecture Custom Application Browser Cube Browser Office

  8. What’s new in Reporting Services ? • Core Product Enhancements • Sharepoint Integration • New features based on feedback on SQL Server 2000 • Developer Focus • VS integration • Design reports using .NET controls and report Viewer • Empowering End Users • Ad-Hoc Reports using Report Builder

  9. Report Builder( Ad-Hoc) Multi Valued parameters Date Picker Management Studio Integration Configuration Tool MDX Query Builder Expression Builder Enhancement SOAP Web Service APIs Report Manager portal Visual Studio Integration Visual Studio Control Custom Report Items Floating Headers Printing from IE Web parts 64-bit Support Multi Instance Support Multiple data sources with multiple delivery options Web Service Architecture What’s new in Reporting Services ?

  10. Authoring Management Delivery Reporting Lifecycle SQL Server Reporting Services supports the full reporting lifecycle, including Authoring, Management and Delivery.

  11. Authoring Report Authoring • Reports are designed in Report Definition Language (RDL), a documented XML Schema • Use Microsoft or 3rd party tools that support RDL • Create single reports from multiple data sources(Access, DB2, OLE DB, ODBC, Oracle, and .NET data providers) • Designer lets you preview report layout & graphical support • Publish reports to Report Server

  12. Creating a Report • Report Designer hosted in Visual Studio.NET 2005 • Two ways to start • Report wizard • Blank report • Or…write an XML file in your favorite editor • Or…3rd party tools

  13. Layout Basics • Free-form Layout • Similar to laying out a form • Some report items expand at run-time, pushing other items • Report items may be nested within containing report items • Page Breaks • Both logical and physical page breaks are supported • Optional page headers and footers

  14. Management Report Management • Report security, definitions, folders, and resources are published and managed in a reporting Web Service. • Managed reports can be executed either on-demand or via schedule and are cached for consistency and performance • Scalable & Extensible Web Services architecture

  15. Role-Based Security Model Operation • Tasks • Sets of low-level operations • Item-level (e.g. create report) or system-level (manage jobs) • Not customizable (fixed set of tasks) • Roles • Sets of tasks • Default roles installed by default (browser, publisher) • Roles can be customized, new ones created • Groups / Users • Windows / Active Directory / Custom • Role Assignments • Associates groups / users with Roles • Inherited from parent in namespace Task Role Group or User Role Assignment Item

  16. Snapshots and History • Execution Snapshot • Report execution is scheduled, all users get the same data • Single instance of processed report • Limitations: No query parameters or user-specific expressions, stored credentials • History Snapshots • Multiple instances of report snapshots for archiving, auditing purposes • Stored independently of data source, report definition • System and report-specific retention policy

  17. Scheduling • Management events can be scheduled on the report server • Caching • History • Subscriptions • Schedules are stored in database and integrated with SQL Agent • When triggered, Agent adds entry to the queue • Scheduled events are queued in database and polled by NT Service

  18. Delivery Report Delivery • On-demand (“pull”) or event-based (“push”) delivery of reports • Tight integration with Microsoft Office System • Choose from multiple formats (html, Excel, PDF, XML) • Deliver reports to almost any device

  19. Subscriptions • Personal or administrator defined • Subscriptions triggered by an event ( schedule, snapshot creation, external) • Delivery extension (e-mail, file share) specifies how report is delivered • E-mail delivery requires an SMTP server • Extensible delivery architecture • Can specify output format (HTML, XLS) • Can deliver links as well as rendered reports • Two types of subscriptions • Standard • Data Driven

  20. Standard Subscriptions • Single report sent to a fixed set of addresses • End user wants to customize their own report delivery • How it works • User creates a standing request to run a report at a specific time and delivered in a certain format • Can be triggered based on a schedule or snapshot generation • Specify report, execution conditions, parameters, rendering format, delivery location, etc.

  21. Data Driven Subscriptions • When to use • Delivery of a report to a dynamic list of destinations with customized content for each destination • How it works • Set up by the administrator • Define delivery queue to return list of destinations and parameters • Specify delivery settings and parameter values as a static or field from delivery query • Set to run according to a defined schedule or trigger from a snapshot • Use Null Delivery Provider to deliver reports to cache

  22. URL Parameter Directives • Report Parameters • Parameter names must match report definition • http://servername/ReportServer/ReportName?CategoryID=1 • User Credentials (dsu: and dsp:) • Credentials for each report data set • https://<>?dsu:DataSet1=MyUserName&dsp:DataSet1=MyPassword • Use Secure Protocols!

  23. Report Builder • Extending the Reach of Reporting Services • Ad Hoc Reporting forthe End-User • 1-Click Install • With Report Builder: • Report off a Business Model • Modify a Report • Build a New Report • Report on Relational or OLAP data

  24. Reporting Models • Paradigm: Build Once : Query Many • Empowers users to create their own reports • End-user reports can be further edited & extended in BI Development Studio by professional report developers • Provide easy data navigation with drill-through relations • Mask relational and OLAP schema complexity • Present data in familiar business terms

  25. Logging and Monitoring • Performance Monitoring • Counters for performance • Event Log Integration • Critical events and errors • Trace Events • Traces all server activities, response times, security events

  26. Report Demo • Sample Reports • Drill Down, Drill Through • Navigation • Sub Reports • URL Access • Date Picker • Print options • Interactive Sort • Multi Value Parameters

  27. Reporting Tools Demos • Visual Studio Integration • Custom Report Items • Enhanced Expression Editor • Management Studio • Analysis Services Query Designer • Report Viewer • Report Builder • Performance Monitoring

  28. Summary • Introduction • Architecture • Life Cycle • New Features • Report Designing • Demos

  29. For More Information • Reporting Services TechCenter • http://www.microsoft.com/technet/prodtechnol/sql/2005/technologies/ssrsvcs.mspx • Developer Center • http://msdn.microsoft.com/sql/bi/reporting/default.aspx • SQL Server 2005 Reporting Services Forum:http://forums.microsoft.com/msdn/ShowForum.aspx?ForumID=82 • Course 2030: Creating Reporting Solutions:http://www.microsoft.com/traincert/syllabi/2030AFinal.asp • Project Real • http://www.microsoft.com/sql/solutions/bi/projectreal.mspx • On-demand Webcasts • http://www.microsoft.com/events/series/sqlserverbi.mspx

  30. Q & A

  31. Contact : Sumit Khemka MCP,MCTS MSBI - Anchor SI – Systems Integration Infosys Technologies Ltd Sumit_khemka@infosys.com www.sumitkhemka.com

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