advance ssrs reporting - niug › docs › events › canadadiscovery2017...ms bi stack tool 3 ssrs...
TRANSCRIPT
Advance SSRS Reporting
Aun Ali Baghdadwala
System Analyst – Reporting,
Enform Canada
Agenda
• Introduction - 9:00 to 9:10 am (10 min)
• Presentation Part 1 - 9:10 to 9:30 am (20 min)
• Activity 1 - 9:30 to 10:00 am (30 min)
• Break - 10:00 to 10:30 am (30 min)
• Presentation Part 2 - 10:30 to 11:00 am (30 min)
• Activity 2 - 11:00 to 11:30 am (30 min)
• Questions / Feedback - 11:30 to 11:45 am (15 min)
2
• SSAS, SSIS and SSRS
• Friendly and Intuitive
• SSRS - Report File is Reportname.rdl
MS BI Stack Tool
3
SSRS Features
• Grouping
• Tabular and Matrix
• Interactive Sorting
• Presentation – Framing
• Charts
• Build and Deploy on Web
4
Types of Reporting in IMIS• IQA Reports
• Stand Alone SSRS Reports – Part 1
• IQA and SSRS Reports – Part 2
• Communication Template (attaching SSRS Report)
5
Stand Alone SSRS Reports
Standalone SSRS reports allows more creativity and freedom, but can be reserved for more experienced reporting users
• Designed your own RDL templates outside of iMIS
• Dataset can be renamed
• Datasource name should be “IMIS”
• Multiple Parameter(s) (No Drop downs)
• Displaying reports using the “Report Display”iPart content item in RISE
6
IQA and SSRS Report
Changes to the report can be made directly:
• Complex structure
• No Dropdown Parameter(s)
• Some SQL knowledge is required
• The best practice is to use Business Objects as the data source for reports.
• Require a basic level of SQL knowledge as IQA is the main query source
7
Part 1 - Stand Alone SSRS Reports
• A .rdl file can be attached to a Rise Page using a “Report Display” iPart
• Can take Multiple Parameter(s)
• The Report needs to saved in the “Document System” in RISE
8
Stand Alone SSRS Continued..
9
Stand Alone SSRS Continued..
10
Stand Alone SSRS Continued..
11
Stand Alone SSRS Continued
12
Challenge: How to call/use the parameter(s) from query string in the URL?Report URL:http://my.dev2.enform.ca/iMIS/Members/ID_Card/TAC_Report.aspx &ID=2971891&CARDID=1888337Use the Prompt:
Activity 1
• Make a List of Company’s Active Employees Using Name table, showing Company, ID, Full Name, Designation, Birthdate and Gender
• The Report should be grouped by the Company as Parent Group
• Interactive sorting on the FullName of the Employees
• Gender should be converted into full for e.g. Male and Female
• Make an extra column as “Colour Marking”, background colour for Male as Blue and Female as Pink
• Company ID should be taken as Parameter
• Deploy the report into RISE
• Access the Rise Page from Web and pass the Parameter in the URL
13
Break
14
IQA and SSRS
• The .rdl (SSRS Report) is only used for formatting purpose
• The IQA is the Data driven part in this Type of Reporting
• Limited to fixed naming convention for Datasets and DataSource in the SSRS Report
• Very Complex Architecture (3 Layers) if needs editing in the Report
15
IQA and SSRS Continued..
16
IQA and SSRS Continued..
• 3 Layers – Best Practice is to create 3 separate folders
17
Layer 1 - IQA
• Create an IQA and in the “Report Tab” press “Save Report Definition to Workstation” button
• The file will be .rdl file (which the report file in SSRS Project)
• Open the .rdl file in a Visual Studio Project for editing and formatting
18
Layer 2 – Report Template
19
• Create an Report Template by using a “Reporting Services Template” from New in RISE
• Attach the .RDL file to the Reporting Services Template from SSRS Project after formatting it as per your business requirements
Layer 3 – IQA and SSRS
20
• Create an Report by using a “Reporting Services Report” from New in RISE
• Attach the SSRS Template and IQA to the “Reporting Services Report” in Sources Tab
IQA and SSRS Continued..
21
IQA report from IMIS in the Visual Studio Project
22
After formatting the IQA Report
IQA and SSRS Continued..
23
IQA and SSRS Continued..
• Parameters are based on IQA only and not in SSRS
Displaying of IQA and SSRS Report
• “SSRS Report” iPart is used in RISE Page for Report Display
24
Activity 2
• Create a Student Record showing his Name and all his/her Address.
• You can use CsContact and CsContactAddress BO and link them in the IQA
• Convert the IQA into SSRS Report
• Format the Report in a presentable manner where the Student Name show on the Top and Address in the Detail Row Group
• Display your Company’s Logo (Optional) on the Left corner of the page
• Upload the Report into IMIS – Rise page
• View by using the IMIS login Credential display the report on Web
25
Communication Template (attaching SSRS Report)
• A Stand Alone SSRS Report from the Document System can be send in Communication Template (Email) using Process Automation
• For e.g. an Automated Invoice can be send to a Customer from IMIS using his/her IMIS ID as a parameter in the Report
• A PDF File is delivered to the Customer as attachment
26
Communication Template (attaching SSRS Report)
27
• The email is send in Actions Tab in Process Automation
Question And Answer
28
• Any questions?• For feedback and comments please email me• Email: [email protected]