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$49.99 USA $59.99 CAN Have you mastered the “how-tos” of Reporting Services? Can you confidently design simple reports—but now you need help with meeting the demands of more complex and advanced types of reports? If so, this is the ideal resource for you. Packed with proven design practices, this book serves as a collection of recipes for solving design problems so that you don’t have to reinvent the wheel with each challenge you face. Organized by specific types of reports, the book covers grouped reports, charts, composite reports, dashboards, forms and labels, interactive reports, and more. Step-by-step instructions allow you to implement these best practices immediately so that you can solve your own design hurdles quickly. SQL Server Reporting Services Recipes: • Reviews basic report design concepts and components • Covers localization, data sorting and filtering, handling dynamic data sources, and more • Presents design solutions that can work with any release of SQL Server Reporting Services, including specific recipes for 2008 R2 • Shows how to aggregate semi-additive measures in a report • Features a companion web site that provides finished report examples and data you need to design each recipe in the book Paul Turley is a business intelligence solution architect and manager for Hitachi Consulting. He is a Microsoft MVP and Certified Trainer. He designs solutions and teaches classes on SQL Server technologies to companies around the world. Paul is the author of several books, including Professional SQL Server Reporting Services (2000/2005/2008). Robert M. Bruckner is a technical lead with the Microsoft SQL Server product team. His core area of responsibility is the development of the report processing engine of Reporting Services. Robert frequently shares Reporting Services tips on his popular blog at http://blogs.msdn.com/robertbruckner. Database Management / General Step-by-step instructions show you how to create expert reports wrox.com Programmer Forums Join our Programmer to Programmer forums to ask and answer programming questions about this book, join discussions on the hottest topics in the industry, and connect with fellow programmers from around the world. Code Downloads Take advantage of free code samples from this book, as well as code samples from hundreds of other books, all ready to use. Read More Find articles, ebooks, sample chapters, and tables of contents for hundreds of books, and more reference resources on programming topics that matter to you. Turley, Bruckner Paul Turley, Robert M. Bruckner SQL Server ® Reporting Services Recipes Microsoft ® SQL Server ® Reporting Services Recipes Microsoft ® for Designing Expert Reports for Designing Expert Reports Wrox Programmer to Programmer™ Join the discussion @ p2p.wrox.com www.it-ebooks.info Beg ISBN acco Prof ISBN accom Beg ISBN accom Get more out of wrox.com Programmer to Programmer ™ Interact Take an active role online by participating in our P2P forums @ p2p.wrox.com Wrox Online Library Hundreds of our books are available online through Books24x7.com Wrox Blox Download short informational pieces and code to keep you up to date and out of trouble! Join the Community Sign up for our free monthly newsletter at newsletter.wrox.com Browse Ready for more Wrox? We have books and e-books available on .NET, SQL Server, Java, XML, Visual Basic, C#/ C++, and much more! Contact Us. We always like to get feedback from our readers. Have a book idea? Need community support? Let us know by e-mailing wrox-partnerwithus@wrox.com Related Wrox Books Beginning Microsoft SQL Server 2008 Programming ISBN: 978-0-470-25701-2 Author Robert Vieira draws on his experience as one of the leading authorities on Microsoft SQL Server and uses his unique tutorial approach to explain the significant changes to the fundamental core components of SQL Server 2008. You’ll begin with an overview of database design concepts and learn how to implement these fundamental concepts with Microsoft SQL Server 2008. Then, you’ll take a look at the role of an RDBMS (relational database management system) and where it fits in the grand scheme of system development. With this book, you will conquer the many changes and challenges of Microsoft SQL Server 2008. Beginning T-SQL with Microsoft SQL Server 2005 and 2008 ISBN: 978-0-470-25703-6 This book teaches all of the basics of T-SQL as it’s used with SQL Server 2005 and 2008 databases. The authors begin with the essentials of SQL Server that are needed to get the most from T-SQL. They then move on to introduce T-SQL itself, including the core elements of data retrieval, SQL functions, aggregation and grouping, and multi-table queries, and they fully explain transaction processing and data manipulation using T-SQL. The authors also show you how to create and manage T-SQL programming objects, including views, functions, and stored procedures. Knight’s 24-Hour Trainer: Microsoft SQL Server 2008 Integration Services ISBN: 978-0-470-49692-3 A unique lesson-based book that walks you through the essential parts of SSIS. Each lesson is streamlined to teach a specific component of SSIS, helping you to focus on just what you need in order to succeed. As many readers learn better by getting their hands on the product, this book provides you with a step-by-step lab for each lesson with a video to accompany it. Microsoft SQL Server 2008 Integration Services Problem-Design-Solution ISBN: 978-0-470-52576-0 SQL Server Integration Services (SSIS) is the most widely adopted Business Intelligence (BI) component of SQL Server and the leading extraction, transformation, and loading (ETL) tool in the data warehouse industry. Written by a team of Microsoft MVPs for SQL Server, this book presents you with an array of common problems that SSIS administrators and developers face on a daily basis, and walks you through the steps necessary to solve these challenges. Professional Microsoft SharePoint 2007 Reporting with SQL Server 2008 Reporting Services ISBN: 978-0-470-48189-9 This book walks you through the various challenges of combining SharePoint 2007 with SSRS 2008, and provides you with tips and tricks for handling the obstacles that you may face when attempting to develop reports in your SharePoint environment. You’ll discover the new features of SSRS 2008 while also learning helpful techniques for creating quick and engaging reports when using it. Professional Microsoft SQL Server Analysis Services 2008 with MDX ISBN: 978-0-470-24798-3 This book explains how to best use these enhancements for your business needs. The authors provide you with valuable insight on how to use Analysis Services 2008 effectively to build, process, and deploy top-of-the-line business intelligence applications. You’ll explore everything that Analysis Services 2008 has to offer with the help of step-by-step instructions on building multi-dimensional databases. Professional Microsoft SQL Server 2008 Programming ISBN: 978-0-470-25702-9 Written by one of the leading authorities on SQL Server, this book helps you quickly deploy data-driven solutions to meet your business needs. You will learn how to write complex queries, build different data structures, and improve application performance. Everything from the new data types and indexing structures to the manageability features and advanced time zone handling is covered in this book. Professional Microsoft SQL Server 2008 Reporting Services ISBN: 978-0-470-24201-8 This hands-on guide will show you how to harness the full power of Reporting Services to create reporting and business intelligence solutions that meet your company’s needs. It walks you step-by-step through the fundamentals of designing the most effective reports by following careful planning considerations. The authors progress from beginning to advanced report design and filtering techniques, showing you the conditions where reports could be more efficient. They also explore holistic business intelligence solutions, comprehensive OLAP/Analysis Services reporting, and complete production-deployment scenarios. www.it-ebooks.info Microsoft ® SQL Server ® Reporting Services Recipes FOREWORD xxiii PREFACE xxv INTRODUCTION xxvii CHAPTER 1 BusinessReportingParadigms 1 CHAPTER 2 BasicReportDesignConcepts 29 CHAPTER 3 ReportDesignEssentials 45 PART I ColumnarandGroupedReports 83 PART II BIDashboardsandElements 129 PART III ChartandGaugeReports 233 PART IV InteractiveReporting 297 PART V IntegratedReportingApplications 339 PART VI EnhancedReportContent 373 PART VII FilteringandParameterization 479 PART VIII CustomandDynamicDataSources 551 PART IX Games 583 INDEX 601 www.it-ebooks.info www.it-ebooks.info ❘ iii Microsoft ® SQL Server ® Reporting Services Recipes for Designing Expert Reports Paul Turley Robert M. Bruckner Wiley Publishing, Inc. www.it-ebooks.info Microsoft ® SQL Server ® Reporting Services Recipes: for Designing Expert Reports Published by Wiley Publishing, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright © 2010 by Paul Turley and Robert M. Bruckner Published by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-0-470-56311-3 Manufactured in the United States of America 10987654321 No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions . Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. No warranty may be created or extended by sales or promotional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the publisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Web site is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Web site may provide or recommendations it may make. Further, readers should be aware that Internet Web sites listed in this work may have changed or disappeared between when this work was written and when it is read. For general information on our other products and services please contact our Customer Care Department within the United States at (877) 762-2974, outside the United States at (317) 572-3993 or fax (317) 572-4002. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. Library of Congress Control Number: 2010920661 Trademarks: Wiley, the Wiley logo, Wrox, the Wrox logo, Wrox Programmer to Programmer, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. Microsoft and SQL Server are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc. is not associated with any product or vendor mentioned in this book. www.it-ebooks.info This book is dedicated to every database professional, developer, and report designer who has gone beyond the call of duty, worked ridiculous hours obsessing over that perfect report — so their business leaders can know what’s going on in their organizations. —Paul Turley and Robert M. Bruckner www.it-ebooks.info CREDITS EXECUTIVE EDITOR Robert Elliott PROJECT EDITOR Tom Dinse TECHNICAL EDITORS Paul S. Waters Rob Boek PRODUCTION EDITOR Kathleen Wisor COPY EDITORS Christopher Jones Maryann Steinhart Kim Cofer EDITORIAL DIRECTOR Robyn B. Siesky EDITORIAL MANAGER Mary Beth Wakefield ASSOCIATE DIRECTOR OF MARKETING David Mayhew PRODUCTION MANAGER Tim Tate VICE PRESIDENT AND EXECUTIVE GROUP PUBLISHER Richard Swadley VICE PRESIDENT AND EXECUTIVE PUBLISHER Barry Pruett ASSOCIATE PUBLISHER Jim Minatel PROJECT COORDINATOR, COVER Lynsey Stanford PROOFREADER Word One, New York INDEXER Johnna VanHoose Dinse COVER DESIGNER Mike E. Trent COVER IMAGE © Mark Evans www.it-ebooks.info ABOUT THE AUTHORS PAUL TURLEY, MVP, MCTS-BI, MCITP-BI, MCT, MCDBA, MCSD, MSF Practitioner Paul is a BI Solution Architect / Manager for Hitachi Consulting and a Microsoft Most Valuable Professional (MVP). He is part of Hitachi Consulting’s national Business Intelligence and Process Management team and works on occasion from Hitachi’s regional office in Portland, Oregon. He has been architecting, managing, and developing applications and business intelligence solutions for large and small businesses since 1992. He has developed custom database, BI, and reporting solutions for many companies including Microsoft, Nike, Disney, Hewlett-Packard, and Boeing. He teaches, develops training courseware, speaks at industry conferences, and has authored and co- authored several technical books. He has presented at the Professional Association for SQL Server (PASS) global summit since 2004. He is an MSDN forum moderator for SQL Server Reporting Services and has been a Microsoft Certi- fied Solution Developer (MCSD) since 1996 and maintains certifications in software architecture and development, database administration (MCDBA), and project management methodologies (MSF & IT Project+.) He holds the current MCTS and MCITP certifications for SQL Server BI. Paul has authored and co-authored eleven books including Beginning Transact-SQL for SQL Server 2005 and 2008, Beginning Transact-SQL for SQL Server 2000 and 2005, Professional SQL Server 2008 Reporting Services, Professional SQL Server 2005 Reporting Services, Microsoft Press SQL Server 2005 Integration Services Step by Step, Beginning SQL Server 2005 Administration,and Professional SQL Server Reporting Services (2000). ROBERT M. BRUCKNER, Technical Lead, Microsoft Robert is a developer and technical lead with the Microsoft SQL Server product team. His core area of responsibility is the development of the scalable report processing engine, hosted in server and client components that ship in SQL Server Reporting Services and Visual Studio ReportViewer. Prior to joining Microsoft and the Reporting Services development team in 2003, Robert researched, designed, and implemented database and business intelligence systems for several years as a research assistant at Vienna University of Technology, Austria, and as a system architect at T-Mobile Austria. Robert holds a master’s degree and a PhD with highest distinctions in Computer Science from Vienna University of Technology, and holds several patents. Anyone good with a search engine can find several thousands of Robert’s past postings on pub- lic newsgroups and MSDN forums sharing his insights, tips, tricks, and expert advice related to Reporting Services, RDL, and other SQL Server technologies. Robert regularly speaks at industry conferences and also maintains a popular blog at: http://blogs.msdn.com/robertbruckner .Inhis spare time, Robert enjoys mountain biking, skiing, and playing foosball. www.it-ebooks.info ABOUT THE CONTRIBUTORS ROB BOEK, MCITP, MCDBA, MCPD, MCSD, MSCE, MCT Rob is a Sr. Database Developer for Smarsh, Inc. He has been a database adminis- trator, developer, consultant, and Microsoft Certified Trainer for over 12 years. Rob has supported environments with hundreds of SQL Servers and databases as large as 35 TB. Rob is a co-founder of the Oregon SQL Developers group. He has presented at the Professional Association for SQL Server (PASS) global summit, and is a frequent presenter at user groups, code camps, and SQL Saturday events. Rob participated in the development of the SQL Server 2008 certification exams as a Subject Matter Expert. C. RYAN CLAY, Senior Architect, Hitachi Consulting Ryan specializes in business intelligence, data management, portal and collaboration, and integration/interoperability solutions employing Microsoft technologies. Ryan has implemented Microsoft Business Intelligence solutions for a variety of Fortune 500 clients in the retail, construction, finance, and consumer goods industries. Ryan holds degrees in computer science, is a published author, and is active in the Microsoft community through speaking engagements and presentations at regional and national events. He lives in the Dallas area with his wife and daughter. RISHI JARIWALA, Senior Consultant, Hitachi Consulting Rishi has been working as a consultant specializing in Microsoft platforms and imple- menting enterprise-level applications for over six years. Over the last two years, he has been concentrating on the Microsoft BI Platform and has designed and implemented end-to-end BI solutions using the full Microsoft BI Stack, ranging from data warehouse to performance management. Within the Microsoft BI space, Rishi’s interests are aligned with SQL Server Reporting Services, SQL Server Analysis Services, and PerformancePoint Server. He has gained several Microsoft certifications including MCDBA, MCTS in SQL Server 2005 BI, and MCTS PerformancePoint Server 2007. DAN KISTING, Senior Consultant, Dynamics National Team of Hitachi Consulting Dan specializes in software development, business intelligence, and ERP solution implementation featuring Field Service Automation for Microsoft Dynamics AX (FSA) and other Microsoft technologies. Dan has implemented FSA and Dynamics AX in both functional and technical positions for many Fortune 500 clients in the material testing services, food sorting machine manufacturing, and the heating and air conditioning industries. Dan holds degrees in both computer science and graphic communication, as well as a MBA in Global Management. He lives in the Portland, Oregon area with his wife, son, and two pugs, Chi-Chi Guey and Mariposa. www.it-ebooks.info [...]... the Microsoft Business Intelligence Conference and Professional Association for SQL Server (PASS) Summits Joe also is an accomplished SQL Server author who has contributed to Wrox’s Professional SQL Server 2005 Administration, content relicensed for Professional SQL Server 2008 Administration, and he has contributed articles for Information Management and SQL Server Standard magazines Joe is also a Microsoft. .. Professional - Microsoft SQL Server 2005 and 2008 Business Intelligence Developer as well as a Microsoft Certified Technical Specialist - Microsoft SQL Server 2005 and 2008 Business Intelligence Development THIAGO SILVA, MCAD, MCTS (ASP.NET), MCPD-Web Developer, Software Architect and Manager of Specialized Services, Hitachi Consulting Thiago has been developing custom NET and Reporting Services solutions... Reporting Services You are in great hands; I hope you will enjoy the book as much as I enjoyed working with its authors — Thierry D’hers Group Program Manager Microsoft SQL Server Reporting Services team xxiv www.it-ebooks.info PREFACE With rapidly increasing data volumes in every organization, the real challenge today is presenting data efficiently in a format that is easy to digest The Reporting Services. .. developing custom NET and Reporting Services solutions since the early days of NET and SQL Server 2000 He is a part of the Microsoft practice within Hitachi Consulting, where he helps create, manage, and deliver solutions for clients around the Microsoft technology stack Thiago is co-author of Professional SQL Server 2008 Reporting Services, and has been featured on the tech podcast NET Rocks He is an active... of the Reporting Services architecture, design principles, deployment strategies, and basic report design techniques This overview is provided as a refresher course and a quick reference guide for experienced Reporting Services report design users If you need help getting started with report design, before you use this book, we recommend that you first read Professional SQL Server 2008 Reporting Services. ..ABOUT THE CONTRIBUTORS GRANT PAISLEY , Founder Angry Koala Pty Ltd, SQL Server MVP Grant has over 15 years of experience in Business Intelligence and in using Reporting Services and Analysis Server since SQL 2000 Currently he designs, develops, and implements business intelligence solutions using the Microsoft BI stack with David Lean, Geoff Orr, Glyn Llewellyn, Lesley Llewellyn, Mark... Assessment reporting game, which will be published to my blog soon Some people say I know a lot about available Reporting Services report features Probably because I implemented many of those, I’m using Reporting Services every day, and I have been answering questions and sharing my insights and advice for many years in various Microsoft internal discussion groups, private early adopter newsgroups, public Reporting. .. many Reporting Services industry experts and brings together best practices, report design patterns The recipes provide inspiration on what is possible today, and provide clear steps on how to implement them successfully Each recipe calls out the versions of Reporting Services it applies to, and as a bonus we included several recipes that specifically target new features enabled in the upcoming Reporting. .. passionate about technology, data, and SQL Server Reporting Services, which is why we created this unique book This is not a beginning-level book to teach the essentials of basic report design, but it’s not exclusively an advanced-level book either If you understand the basics of report design and have a cursory knowledge of Reporting Services, you should be able to use the recipes in this book to learn more... 15 17 Report Integration into Applications Desktop Applications Web Applications Portal Content ReportViewer Control Installing the Reporting Services Samples and SQL Server Sample Databases Server Reports 18 18 19 19 20 21 22 HTML Viewer Report Viewer Control Reporting Services Processors and Extensions Report Caching The HTML Rendering Extension The CSV-Rendering Extension www.it-ebooks.info 23 23 . Professional SQL Server 2008 Reporting Services, Professional SQL Server 2005 Reporting Services, Microsoft Press SQL Server 2005 Integration Services Step by Step, Beginning SQL Server 2005 Administration,and Professional. you. Turley, Bruckner Paul Turley, Robert M. Bruckner SQL Server ® Reporting Services Recipes Microsoft ® SQL Server ® Reporting Services Recipes Microsoft ® for Designing Expert Reports for Designing. 601 www.it-ebooks.info www.it-ebooks.info ❘ iii Microsoft ® SQL Server ® Reporting Services Recipes for Designing Expert Reports Paul Turley Robert M. Bruckner Wiley Publishing, Inc. www.it-ebooks.info Microsoft ® SQL Server ® Reporting Services

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  • Microsoft SQL Server Reporting Services Recipes: for Designing Expert Reports

    • CONTENTS

    • FOREWORD

    • PREFACE

    • INTRODUCTION

    • Chapter 1: Business Reporting Paradigms

      • PROCESS AND OPERATIONAL SUPPORT

      • ANALYTICAL REPORTING

      • APPLICATION INTEGRATION

      • SERVER REPORTS

      • SUMMARY

      • Chapter 2: Basic Report Design Concepts

        • USING REPORT BUILDER

        • DATASETS AND QUERIES

        • FILTERING DATA

        • REPORTS AND REPORT OBJECTS

        • THE TABLIX

        • SUMMARY

        • Chapter 3: Report Design Essentials

          • TABULAR AND MATRIX REPORTS

          • EXPRESSIONS AND CUSTOM CODE

          • FORMATTING REPORT DATA

          • SUMMARY

          • PART I: Columnar and Grouped Reports

            • GREEN BAR REPORTS

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