Kathi Kellenberger

Beginning SQL Server Reporting Services

Kathi Kellenberger

Edwardsville, Illinois, USA

Any source code or other supplementary material referenced by the author in this text is available to readers at www.apress.com . For detailed information about how to locate your book’s source code, go to www.apress.com/source-code/ .

ISBN 978-1-4842-1989-8

e-ISBN 978-1-4842-1990-4

DOI 10.1007/978-1-4842-1990-4

Library of Congress Control Number: 2016951945

© Kathi Kellenberger 2016

Beginning SQL Server Reporting Services

Managing Director: Welmoed Spahr

Lead Editor: Jonathan Gennick

Technical Reviewer: Rodney Landrum

Editorial Board: Steve Anglin, Pramila Balan, Laura Berendson, Aaron Black, Louise Corrigan, Jonathan Gennick, Robert Hutchinson, Celestin Suresh John, Nikhil Karkal, James Markham, Susan McDermott, Matthew Moodie, Natalie Pao, Gwenan Spearing

Coordinating Editor: Jill Balzano

Copy Editor: Lori Jacobs

Compositor: SPi Global

Indexer: SPi Global

Artist: SPi Global

Cover Image: Designed by Freepik.com

For information on translations, please e-mail [email protected] , or visit www.apress.com .

Apress and friends of ED books may be purchased in bulk for academic, corporate, or promotional use. eBook versions and licenses are also available for most titles. For more information, reference our Special Bulk Sales–eBook Licensing web page at www.apress.com/bulk-sales .

This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed.

Trademarked names, logos, and images may appear in this book. Rather than use a trademark symbol with every occurrence of a trademarked name, logo, or image we use the names, logos, and images only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark. The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights.

While the advice and information in this book are believed to be true and accurate at the date of publication, neither the authors nor the editors nor the publisher can accept any legal responsibility for any errors or omissions that may be made. The publisher makes no warranty, express or implied, with respect to the material contained herein.

Printed on acid-free paper

Distributed to the book trade worldwide by Springer Science+Business Media New York, 233 Spring Street, 6th Floor, New York, NY 10013. Phone 1-800-SPRINGER, fax (201) 348-4505, e-mail [email protected], or visit www.springer.com. Apress Media, LLC is a California LLC and the sole member (owner) is Springer Science + Business Media Finance Inc (SSBM Finance Inc). SSBM Finance Inc is a Delaware corporation.

For Nate. I love your handsome little face!

Acknowledgments

Once again, I have placed my words inside a book. For me, writing really is a labor of love. The best thing in the world is to be approached at a conference by someone who has read one of my books and learned a new skill because of it. This book is for all of you out there who have thanked me for writing, letting me know that I have made a difference in your career if not your life.

Of course, I must thank my husband and family for putting up with me saying so often, “I can’t—I need to work on my book.” I hope I have managed to be there for you when you really needed me.

Thanks to Rodney, Jonathan, and Jill for helping me to get the book to completion in great shape. Thanks to Microsoft for giving SQL Server Reporting Services the love it deserves in the 2016 release.

And, thank you to everyone who reads this book. I hope you enjoy working with SSRS as much as I have over the years.

Contents

  1. Part I: Getting Started
    1. Chapter 1:​ Getting Started
      1. Understanding SSRS Architecture
      2. Installing SQL Server with SSRS
      3. Installing SQL Server Data Tools
      4. Configuring SSRS
      5. Configuring Local SSRS Settings
      6. Determining the SQL Server Name
      7. Restoring the AdventureWorks Database
      8. Taking a Tour of SSDT
      9. Summary
    2. Chapter 2:​ Using the Wizard to Create Your First Reports
      1. Creating Your First Report
      2. Using the Preview Buttons
        1. The Print Layout Button
        2. The Page Setup Button
        3. Additional Buttons
      3. Formatting the Wizard Report
      4. Creating a Matrix Report
      5. Summary
  2. Part II: Report Development
    1. Chapter 3:​ Understanding Data Sources and Datasets
      1. Creating Shared Data Sources
      2. Creating Shared Datasets
      3. Using Data Sources and Datasets
      4. Using a Shared Dataset
      5. Summary
    2. Chapter 4:​ Working with Tables, Controls, and Report Sections
      1. Working with Tables
        1. Property Window Properties
        2. Property Dialog Properties
      2. Other Report Components
        1. Page Headers
        2. Table Cell Formatting
        3. Page Footers
        4. Report Cover Page
        5. Text Boxes with Data
        6. Calculated Fields
        7. The List Control
      3. Setting Report Properties
      4. Summary
    3. Chapter 5:​ Adding Grouping Levels to Reports
      1. Designing Your Report
        1. The Report Requirements
        2. The Report Layout
      2. Building a Report with Grouping Levels
        1. Add a Grouping Level to a Table Row
        2. Add a Grouping Level to the Grouping Window
        3. Formatting the Report
        4. Sorting the Groups
        5. Finalizing the Report
      3. Building a Report with an Alternate Layout
      4. Building a Report with a Space-Saving Layout
      5. Building a Matrix Report
      6. Summary
    4. Chapter 6:​ Making Reports Dynamic
      1. Adding Parameters to Report
        1. The Hard-Coded Parameter List
        2. Adding a Parameter List Based on a Query
        3. Default Parameters
        4. Multivalued Parameters
        5. Cascading Parameters
        6. Parameter Placement
        7. Parameter Data Types
        8. Using Stored Procedures
      2. Controlling Properties
        1. Visibility
        2. Formatting
        3. Interactive Sorting
      3. Creating Drill Through Reports
      4. Summary
    5. Chapter 7:​ Bringing Data to Life Visually
      1. Adding Charts and Graphs to Reports
      2. Adding Gauges to Reports
      3. Adding Data Bars, Sparklines, and Indicators to Tables
      4. Adding a Map to a Report
      5. Building a Dashboard
      6. Summary
  3. Part III: Deploying Reports
    1. Chapter 8:​ Publishing Reports
      1. Getting Around in the Web Portal
      2. Deploying Reports from SSDT
      3. Uploading Reports
      4. Creating Data Sources
      5. Deploying Report Parts
      6. Deploying Reports to SharePoint
      7. Summary
    2. Chapter 9:​ Securing Your Reports
      1. Understanding SQL Server Security
        1. Setting Up an SQL Account
        2. Connecting to SQL Server
      2. Configuring Site Security
      3. Configuring Folder and Report Security
      4. Sending Reports Automatically with Subscriptions
      5. Securing Delivery
      6. Summary
    3. Chapter 10:​ Creating Self-Service and Mobile Reports
      1. Using Report Builder
      2. Creating KPIs
      3. Creating Mobile Reports
      4. Summary
    4. Chapter 11:​ Where to Go from Here
      1. SSRS Installation
      2. Architecture and Configuration
      3. Development
      4. Administration
      5. Integration
      6. Summary
  4. Index

About the Author and About the Technical Reviewer

About the Author

A395630_1_En_BookFrontmatter_Figb_HTML.jpg

Kathi Kellenberger known to the SQL Server community as Aunt Kathi, is an independent SQL Server consultant associated with Linchpin People and a Data Platform MVP. She loves writing about SQL Server and has contributed to more than a dozen books as an author, coauthor, or technical reviewer. Kathi enjoys spending free time with family and friends, especially her five grandchildren. When she is not working or involved in a game of Hide ’n Seek with the kids, you may find her at the local Karaoke bar. Kathi’s blog can be found at www.auntkathisql.com .

About the Technical Reviewer

A395630_1_En_BookFrontmatter_Figc_HTML.jpg

Rodney Landrum went to school to be a poet and a writer. And then he graduated, so that dream was crushed. He followed another path, which was to become a professional in the fun-filled world of information technology. He has worked as a systems engineer, UNIX and network administrator, data analyst, client services director, and finally database administrator. The old hankering to put words on paper, while paper still existed, got the best of him, and in 2000, he began writing technical articles—some creative and humorous, some quite the opposite. In 2009 he wrote The SQL Server Tacklebox (Simple Talk Publishing, 2009), a title his editor disdained but a book closest to the true creative potential he sought; he wanted to do a full book without a single screenshot. He promises his next book will be fiction or a collection of poetry, but that has yet to transpire.

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset