Contents

About the Author

About the Technical Reviewers

Acknowledgments

Introduction

image Chapter 1: SQL Server Reporting Services as a Business Intelligence Platform

Business Intelligence Concepts

Key Performance Indicators

Scorecards

Dashboards

SSRS for Business Intelligence, Practically

Getting the Data Right

Prepare the Data

Use Views and Stored Procedures

Some Ideas on Source Data Definition

Real-World Data

Designing SQL Server Reports for Business Intelligence

Presentation

Design

Layout

Interface and Interactivity

Multi-Purposing

The Sample Database

Preparing Your Environment

Creating an SSDT Project

Adding a Shared Datasource

Add Shared Datasets

Configuring Parameters

Code and Stored Procedures

Reusability

The CarSales_Reports Database

Book Audience

How Best to Use This Book

Conclusion

image Chapter 2: KPIs and Scorecards

What Are Key Performance Indicators?

KPI Value

KPI Goal

KPI Status

KPI Trends

A Simple KPI

The Source Data

How the Code Works

Building the KPI

How It Works

A More Complex KPI Using Sparklines

The Source Data

How the Code Works

Building the KPI

How It Works

Gauge-Based KPIs

The Source Data

How the Code Works

Building the Gauge-Based KPI

How It Works

Hints and Tips

Text-Based KPIs

A Simple Text-Based KPI

The Source Data

How the Code Works

Building a Text-Based KPI

How It Works

A Complex Text-Based KPI

The Source Data

How the Code Works

Building a Complex Text-Based KPI

How It Works

Conclusion

image Chapter 3: Gauges for Business Intelligence

Gauge Elements

Data for Gauges

Gauge Development

Classic Gauges

The Source Data

How the Code Works

Building the Gauge

How It Works

Hints and Tips

Using Multiple Pointers in Gauges

The Source Data

How the Code Works

Creating the Gauge

How It Works

Varying the Pointer Types and Assembling Gauges

The Source Data

How the Code Works

Building the Gauge

How It Works

Hints and Tips

Gauges with Multiple Elements

The Source Data

Creating the Gauge

How It Works

Hints and Tips

Less Traditional Gauges

Thermometers

The Source Data

How the Code Works

Building the Thermometer

How It Works

Hints and Tips

Sub-Gauges

The Source Data

How the Code Works

Creating Gauges with Sub-Gauges

How It Works

Hints and Tips

Interesting Tricks with Gauges

The Source Data

How the Code Works

Creating and Assembling the Gauges

How It Works

Hints and Tips

Conclusion

image Chapter 4: Charts for Business Intelligence

Some Chart Presentation Ideas

Charts to Compare Metrics with Targets

Basic Target Comparison Charts

The Source Data

How the Code Works

Building the Chart

An Advanced KPI Chart

The Source Data

How the Code Works

Building the Chart

How It Works

Ordering Chart Elements

The Source Data

How the Code Works

Building the Chart

How It Works

Superposed Bar Charts

The Source Data

Creating the Chart

How It Works

Hints and Tips

Radar Charts

The Source Data

How the Code Works

Building the Chart

How It Works

Hints and Tips

Bubble Charts

The Source Data

How the Code Works

Building the Chart

How It Works

Waterfall Charts

The Source Data

How the Code Works

Creating a Waterfall Chart

How It Works

Hints and Tips

Trellis Charts

The Source Data

How the Code Works

Building a Trellis Chart

How It Works

Hints and Tips

A Pyramid Chart

The Source Data

How the Code Works

Building a Pyramid Chart

How It Works

A Few Ideas on Using Charts for Business Intelligence

Keep Charts Simple

Use Multiple Charts of the Same Type

Minimize Titles

Avoid Extraneous Elements

Vary Chart Types

Conclusion

image Chapter 5: Maps in Business Intelligence

Geographical Data

Loading Geographical Data into SQL Server from Shapefiles

A Simple Map of US States with Sales

The Source Data

Building the Map

How It Works

Hints and Tips

A Heat Map of European Sales by Country

Simplifying the Geographical Data

The Source Data

How the Code Works

Creating the Map

How It Works

A Bubble Chart Map of English Regions

The Source Data

How the Code Works

Creating the Map

How It Works

Conclusion

image Chapter 6: Images in Business Intelligence

Image Types

Image Editing Software

Image Size and Resolution

Image Location

Exporting Embedded Images from Reports

Image Backgrounds for Text Boxes

The Source Data

How the Code Works

Building the Visualization

How It Works

Report and Table Backgrounds

The Source Data

How the Code Works

Building the Scorecard

How It Works

Using Background Repeat

Rectangle Borders

Using Chart Borders for Gauges

How It Works

Using a Custom Image

Borders for Tables

Fixed-Size Table Borders

How It Works

Dynamic Table Borders

How It Works

Gauge Backgrounds

The Source Data

How the Code Works

Building the Visualization

How It Works

Chart Columns and Bars

The Source Data

Building the Chart

How It Works

Images as Titles

Conclusion

image Chapter 7: Assembling Dashboards and Presentations

A First Dashboard

How It Works

Hints and Tips

Grouping Objects

How It Works

Hints and Tips

A More Complex Dashboard

Creating the Basic Dashboard

Grouping in Tables

Grouping Inside a Rectangle

Adding Custom Elements

Adding the Radar Chart

Grouping Two Components

Finishing the Dashboard

Hints and Tips

Creating a Legend

Hints and Tips

A Few Random Tips

Conclusion

image Chapter 8: Interface Enhancements for Business Intelligence Delivery

Report Refresh and Parameter Postback

Interactive Parameter Selection

The Source Data

How the Code Works

Building the Report

How It Works

Hints and Tips

Creating a Year and Month Selector Widget

Creating Interactive Menus to Select Filter Elements

The Source Data

Building the Report

How It Works

Using Slicers

Single Slicers

The Source Data

How the Code Works

Building the Report

How It Works

Multiple Slicers

The Source Data

How the Code Works

Building the Report

How It Works

Conclusion

image Chapter 9: Interface Enhancements

Highlighting for Data Selection

The Source Data

How the Code Works

Building the Report

How It Works

Creating Tiles to Subset Data

The Source Data

How the Code Works

Building the Report

How It Works

Adding a Carousel to Filter Data

The Source Data

How the Code Works

Building the Report

How It Works

Adding Paged Recordsets

The Source Data

How the Code Works

Building the Report

How It Works

Conclusion

image Chapter 10: BI for SSRS on Tablets and Smartphones

Designing Mobile Reports

Delivering Mobile Reports

Tablet Reports

Multi-Page Reports

The Source Data

Building the Report

How It Works

Creating Tabbed Reports

The Source Data

How the Code Works

Building the Report

How It Works

Other Techniques for Tablet Reports

Smartphone Reports

Multiple Gauges

The Source Data

Building the Gauges

How It Works

Slider Gauges

The Source Data

How the Code Works

Building the Report

How It Works

Text-Based Metrics

The Source Data

How the Code Works

Building the Display

How It Works

Multiple Charts

Smartphone and Tablet Report Hierarchy

Access to a Report Hierarchy

How It Works

Structuring the Report Hierarchy

Conclusion

image Chapter 11: Standardizing BI Report Suites

Planning for Reuse

Shared Datasets

Adding Multiple Data Sources, Datasets, or Image Files

Copying Images Between Reports

Hints and Tips

Copying Datasets Between Reports

Copying Datasets Between Reports

Images in BI Projects

Loading and Importing Database Images

Using Images from a SQL Server Table

Adding a Dataset for Images to a Report

Hints and Tips

Centralized Style Information

Applying Style Information from a Database Table

Hints and Tips

Conclusion

image Chapter 12: Optimizing SSRS for Business Intelligence

Normalized Data Sources

Reporting Tables

Aggregated Reporting Tables

Indexes

Covering Indexes

Filtered Indexes

Indexed Views

Partitioned Data Sources

Vertical Partitioning

Horizontal Partitioning

Columnstore Indexes

Dimensional Data Sources

Dataset Caching

Data Source Credentials

Enabling Shared Datasets for Caching

Report Caching

Using Parameters and Filters when Caching Reports and Datasets

The Source Data

Building the Report

Cache Schedules

Creating a Shared Schedule

Applying a Shared Schedule

Pre-Caching Reports and Data Sets

Cache Refreshing

Subscriptions to Load the Cache

In-Memory Data Warehouses

Conclusion

image Appendix A: Sample Data

Creating the Sample Data Directory Structure

Downloading the Sample Data

Sample Database

Index

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