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by Hitachi Consulting, Stacia Misner
Microsoft® SQL Server™ 2005 Reporting Services Step by Step
Microsoft® SQL Server™ 2005 Reporting Services: Step by Step
A Note Regarding Supplemental Files
Introduction
Finding Your Best Starting Point
About the Companion CD-ROM
System Requirements
Installing and Using the Sample Files
Conventions and Features in This Book
I. Getting Started with Reporting Services
1. Understanding Reporting
Reporting Scenarios
Reporting User Communities
The Enterprise Reporting Life Cycle
Authoring
Management
Access and Delivery
Reporting Services Components
Authoring Components
Report Designer
Report Builder
Model Designer
Programmatic Interface for Authoring
Management Components
Reporting Services Configuration Tool
Report Manager
Microsoft SQL Server Management Studio
Command-Line Utilities
Programmatic Interface for Management
Access and Delivery Components
Report Manager
Processor Components
Report Processor
Scheduling and Delivery Processor
Server Extensions
Authentication Extensions
Data Processing Extensions
Report Processing Extensions
Rendering Extensions
Delivery Extensions
ReportServer Databases
Programmatic Interface for Access and Delivery
1. Quick Reference
2. Installing Reporting Services
Considering Deployment Options
Choosing a Reporting Services Edition
Planning a Site Configuration
Deciding Naming Conventions
Preparing for Installation
Reviewing Operating System Requirements
Reviewing Software Requirements
Reviewing Configuration Prerequisites
Creating Reporting Services Credentials
Installing Reporting Services
Launching Setup
Choosing the Components
Selecting the Service Account
Using the Reporting Services Configuration Manager
Configuring Virtual Directories
Specifying the Report Server Database
Specifying Report Delivery Options
Verifying the Installation
2. Quick Reference
3. Building Your First Report
Authoring a Report
Starting a New Report
Connecting to a Data Source
Getting Data for the Report
Structuring Data in the Report
Placing Data in the Report Structure
Applying a Style Template
Finishing the Report Wizard
Checking the Report Layout
Correcting Report Layout Issues
Publishing a Report
Managing a Report
Reviewing Report Properties
Changing Report Properties
Reviewing Execution Properties
Changing Data Sources Properties
Changing Execution Properties
Accessing a Report
Displaying a Report
Searching a Report
Exporting a Report
3. Quick Reference
II. Authoring Reports
4. Developing Basic Reports
Understanding a Report Definition File
Preparing a Report Using Report Designer
Creating a New Report Project
Creating a New Report
Connecting to a Data Source
Working with Datasets
Structuring a Report Using Report Designer
Adding Items from the Toolbox
Working with Table Rows
Sorting Table Rows
Grouping Data in a Table
Adding Group Headers
Computing Group Subtotals
Formatting a Report Using Report Designer
Setting the Format Property
Applying Styles
Editing Properties
Adding Floating Headers
Triggering Page Breaks
Adding a Textbox
Setting Table Properties
Working with Page Headers
Working with Page Footers
Adding Graphical Elements
Adding Images
4. Quick Reference
5. Working with Expressions
Using Expressions to Calculate Values
Creating Calculated Fields
Using Global Variables
Using the ReportItems Collection
Using Aggregate Functions
Using Aggregate Functions in a Table
Using Aggregate Functions in a Textbox
Using Expressions to Change an Object’s Behavior
Using Conditional Formatting
Sorting
5. Quick Reference
6. Organizing Data in Reports
Understanding Data Regions
Comparing Types of Data Regions
Using Data Regions
Using a Matrix
Adding a Matrix Data Region
Grouping Rows
Sorting Rows
Grouping Columns
Using Subtotals in a Matrix
Using Static Rows and Columns in a Matrix
Using a Chart
Adding a Chart
Adding Values and Column Groups to a Chart
Grouping Data by Series
Adding a Chart Legend
Setting Chart Properties
Using a List
Adding a List
Grouping and Sorting a List
Using Fields in a List
Nesting Data Regions
6. Quick Reference
7. Building Advanced Reports
Using Parameters to Change Report Data
Adding a Report Parameter
Using the Parameters Collection
Adding a Query Parameter
Supplying Values for a Query Parameter
Creating a Report Parameter for a Filter
Adding a Filter
Adding a Parameter Value to a Report
Linking Information with Interactive Features
Adding Actions
Using the Hidden Property
Using the ToggleItem Property
Adding a Subreport
Working with Hierarchical Data
Displaying a Recursive Hierarchy in a Data Region
Using the Level Function
Using the Recursive Keyword
Creating an Analysis Services Data Source and Dataset
Using an Analysis Services Dataset
7. Quick Reference
8. Building Report Models
Understanding Report Models
Creating a Report Model
Adding a Report Model Data Source
Adding a Data Source View
Adding a Report Model
Reviewing a Report Model
Modifying a Report Model
Changing Model Objects
Organizing Model Objects
Adding Source Fields
Adding Expressions
Managing a Report Model
Publishing a Report Model
Securing a Report Model
8. Quick Reference
III. Managing the Report Server
9. Managing Content
Publishing Reports
Defining Deployment Properties by Project
Deploying Reports
Uploading Reports
Creating a Script File
Using the rs Utility
Organizing Content
Working with Folders
Moving Content
Linking Reports
Working with General Properties
Using Properties to Manage Report Content
Working with Data Sources
Specifying a Default Value
Disabling a Parameter Prompt
Managing Report Execution
Executing Reports with Current Data
Implementing Cached Instances
Working with Shared Schedules
Managing Snapshots
Using Report History
9. Quick Reference
10. Managing Security
Using Report Server Security
Adding Role Assignments
Applying Item Security
Applying System Security
Applying Data Security
Using Roles and Parameters to Restrict Data
Restricting the Source Query by User
Filtering the Report Data by User
10. Quick Reference
11. Managing Server Components
Configuring Reporting Services
Editing the rsreportserver.config File
Changing Encrypted Configuration Information Using the rsconfig Utility
Configuring Tracing on the Report Server
Managing the Report Server
How to Monitor Performance
Managing Execution Logging
Initializing an Execution Log Database
Using an Execution Log Report
Adding Current Data to the Execution Log
Applying Time-outs to Source Queries
Applying Time-outs to Report Execution
Canceling Jobs
Disabling a Shared Data Source
Administering Reporting Services Databases
Monitoring Database Storage Consumption
Implementing a Backup and Restore Strategy
11. Quick Reference
IV. Delivering Reports
12. Accessing Reports
Finding and Viewing Reports
Navigating the Folder Hierarchy
Refreshing Reports
Searching for Reports
Using the HTML Viewer
Using My Reports
Saving Reports for Future Reference
Creating a Report History Snapshot
Saving Reports to Local Files
Printing Reports
12. Quick Reference
13. Rendering Reports
Comparing Rendering Formats
Rendering for Online Viewing
Rendering as MHTML
Rendering for Document Management
Rendering as a TIFF File
Rendering as a PDF File
Rendering for Data Exchange
Rendering as an Excel File
Rendering a Report as a CSV File
Rendering a Report as an XML File
13. Quick Reference
14. Managing Subscriptions
Creating a Standard Subscription
Delivering a Report by E-Mail
Delivering a Report to a File Share
Creating a Data-Driven Subscription
Creating a Subscription Delivery Table
Creating a Data-Driven Subscription
Managing Subscriptions
Using the My Subscriptions Page
Deleting Subscriptions
14. Quick Reference
15. Creating Reports with Report Builder
Building Basic Reports
Getting Started with Report Builder
Building a Report
Building a Matrix Report
Using Clickthrough
Building a Chart Report
Enhancing Reports
Formatting a Report
Filtering a Report
Adding Expressions
15. Quick Reference
V. Programming Reporting Services
16. Report Authoring with Custom Development
Using Custom Code
Adding Custom Code to a Report
Accessing Functions Using the Code Global Member
Creating a Custom Class Library
Using Functions from a Custom Assembly
Creating Custom Data Processing Extensions
Assigning a Namespace
Creating a Connection Object
Creating a Command Object
Creating a Data Reader Object
Deploying a Custom Data Processing Extension
Generating Report Definition Language
Creating a Console Application
Adding a Data Source Connection
Generating a Fields List
Generating the RDL
16. Quick Reference
17. Programming Report Server Management
Understanding Web Services
Using the rs Utility
Querying Report Server
Using a Custom Application to Manage Reporting Services
Querying Report Server
Managing Reports
Using the Reporting Services WMI Provider
Querying a Report Server
17. Quick Reference
18. Building Custom Reporting Tools
Using URLs
How to Use URLs to Access Reports
Viewing Reports
Working with Report Parameters
Using URL Access Parameters
Using the Web Service
Rendering a Report
Authenticating Users
Using Report Parameters in a Control
Enabling Multiselect for Parameters
18. Quick Reference
Glossary
About the Authors
Contributing Authors
Index
About the Authors
Copyright
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