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Advanced Reporting Techniques & Managing Reports SQL BITS XII - 2014 Telford – United Kingdom HELLO & WELCOME – SQL BITS XII

Advanced SSRS Reporting Techniques

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Page 1: Advanced SSRS Reporting Techniques

Advanced Reporting Techniques&

Managing Reports

SQL BITS XII - 2014Telford – United Kingdom

HELLO & WELCOME – SQL BITS XII

Page 2: Advanced SSRS Reporting Techniques
Page 3: Advanced SSRS Reporting Techniques

About me

Dr. SubraMANI ParamasivamPhD., MCT, MCITP, MCP, MCSACEO, Principal Consultant & Trainer @ YourSQLMan (UK) Ltd Email: [email protected]

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Page 4: Advanced SSRS Reporting Techniques

Please visit www.yoursqlman.com

[email protected]

Page 5: Advanced SSRS Reporting Techniques

Please silence your phones & other devices

Duration• 65 minutes

Any questions?

You Know Where It Is

Page 6: Advanced SSRS Reporting Techniques

Database Developers

Database Administrator

BI Developer

Manage & Maintain Reports with Report Manager

Custom Applications

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On completion of this session, attendees will be able to better understand & have knowledge in

Editing Reports on Live

Managing Reports

Linked Reports Techniques

Report History and Snapshot

options

Report Subscriptions

Report Server Database

Managing Security

Page 8: Advanced SSRS Reporting Techniques

SSRS

ARCHITECTURE

LINKED REPORTS

SUBSCRIPTIONSREPORT MANAGER

OVERVIEW

SNAPSHOTS AND

COMPARISONS

REPORT HISTORY A

KILLER OR SAVER ?

CAN I OVERRIDE

REPORT

SERVER DB ?

USER AD GROUPS

SECURITY IN

REPORT MANAGER

ADMIN

DASHBOARD

REPORT BUILDER A

CLOSER LOOKDEMOS Q & A

Page 9: Advanced SSRS Reporting Techniques

SSRS

ARCHITECTURE

LINKED REPORTS

SUBSCRIPTIONSREPORT MANAGER

OVERVIEW

SNAPSHOTS AND

COMPARISONS

REPORT HISTORY A

KILLER OR SAVER ?

CAN I OVERRIDE

REPORT

SERVER DB ?

USER AD GROUPS

SECURITY IN

REPORT MANAGER

ADMIN

DASHBOARD

REPORT BUILDER A

CLOSER LOOKDEMOS Q & A

Page 10: Advanced SSRS Reporting Techniques

SSRS ARCHITECTURE

SSRS ARCHITECTURE KNOW ME – SSRS ARCHITECTURE

1. .NET FRAMEWORK BASED PLATFORM.2. CONTAINS WEB SERVICES TO MANAGE REPORT

PROCESSING.3. ALLOWS PROGRAMMATIC INTERFACE TO CREATE

CLIENT APPLICATION.4. REPORT SERVER DB IS A VITAL COMPONENT OF

REPORT SERVER.

DATA

Applications

Mid

dle

(R

S)

Page 11: Advanced SSRS Reporting Techniques

REPORT SERVER MODES

NATIVE MODE SHAREPOINT MODE

LINKED REPORTS

MY REPORTS

MY SUBSCRIPTIONS

RDL REPORTS

LINKED REPORTS

MY REPORTS

MY SUBSCRIPTIONS

RDL REPORTS

Page 12: Advanced SSRS Reporting Techniques

SSRS

ARCHITECTURE

LINKED REPORTS

SUBSCRIPTIONSREPORT MANAGER

OVERVIEW

SNAPSHOTS AND

COMPARISONS

REPORT HISTORY A

KILLER OR SAVER ?

CAN I OVERRIDE

REPORT

SERVER DB ?

USER AD GROUPS

SECURITY IN

REPORT MANAGER

ADMIN

DASHBOARD

REPORT BUILDER A

CLOSER LOOKDEMOS Q & A

Page 13: Advanced SSRS Reporting Techniques

REPORT MANAGER OVERVIEW

ROLE BASED SECURITY• Browser• Content

Manager• My Reports• Publisher• Report Builder

• VIEW• SEARCH• PRINT• SUBSCRIBE

• CREATE• SECURE• MAINTAIN• ORGANIZE

• EXECUTION PROPERTIES

• HISTORY• PARAMETER

RETRIEVE DATA FROM SSAS & RELATIONAL DATA SOURCES

ACCESS TO SPECIFIC ENTITIES

Page 14: Advanced SSRS Reporting Techniques

SSRS

ARCHITECTURE

LINKED REPORTS

SUBSCRIPTIONSREPORT MANAGER

OVERVIEW

SNAPSHOTS AND

COMPARISONS

REPORT HISTORY A

KILLER OR SAVER ?

CAN I OVERRIDE

REPORT

SERVER DB ?

USER AD GROUPS

SECURITY IN

REPORT MANAGER

ADMIN

DASHBOARD

REPORT BUILDER A

CLOSER LOOKDEMOS Q & A

Page 15: Advanced SSRS Reporting Techniques

USER AD GROUPS & SECURITY IN REPORT MANAGER

SECURE INDIVIDUAL ITEMS

SECURE ITEM INGROUPS

IS SITESECURABLE?

ASSIGN SECURITY TO USERS/GROUPS

300+ REPORTS

100+ USERS

SECURITY

PERMISSION BASED

SECURITY

ROLE BASED

PRE-DEFINED ROLES

BROWSER MY REPORTS

PUBLISHERCONTENT

MANAGER

REPORT BUILDER

Page 16: Advanced SSRS Reporting Techniques

SSRS

ARCHITECTURE

LINKED REPORTS

SUBSCRIPTIONSREPORT MANAGER

OVERVIEW

SNAPSHOTS AND

COMPARISONS

REPORT HISTORY A

KILLER OR SAVER ?

CAN I OVERRIDE

REPORT

SERVER DB ?

USER AD GROUPS

SECURITY IN

REPORT MANAGER

ADMIN

DASHBOARD

REPORT BUILDER A

CLOSER LOOKDEMOS Q & A

Page 17: Advanced SSRS Reporting Techniques

SUBSCRIPTIONS

• ALTERNATIVE TO RUNNING REPORTS ON DEMAND

• STANDING REQUEST TO DELIVER REPORTS @ SPECIFIC TIME

SUBSCRIPTIONS ?

DEFAULT DELIVERY EXTENSIONS

EMAIL (SMTP)

FILE SHARE

PUSH DELIVERY OF REPORTS BY USING E-MAIL

OFFLINE REPORT VIEWING

ARCHIVING REPORTS ON A SHARE

SEND LARGE REPORT TO DISK

PRE - LOAD THE CACHE

TARGET A DESKTOP APPLICATION ASA VIEWING DEVICE

CUSTOMIZE REPORT OUTPUT FORINDIVIDUAL USERS

Page 18: Advanced SSRS Reporting Techniques

SSRS

ARCHITECTURE

LINKED REPORTS

SUBSCRIPTIONSREPORT MANAGER

OVERVIEW

SNAPSHOTS AND

COMPARISONS

REPORT HISTORY A

KILLER OR SAVER ?

CAN I OVERRIDE

REPORT

SERVER DB ?

USER AD GROUPS

SECURITY IN

REPORT MANAGER

ADMIN

DASHBOARD

REPORT BUILDER A

CLOSER LOOKDEMOS Q & A

Page 19: Advanced SSRS Reporting Techniques

• REPORT SERVER ITEM• EXISTING REPORT ACCESS POINT• RETAINS ORIGINAL REPORT

DEFINITION

• LINKED REPORTS CREATED IN REPORT MANAGER / MANAGEMENT STUDIO

• MULTIPLE LINKED REPORTS CAN BE CREATED FOR A PUBLISHED REPORTS.

• BELOW ARE SPECIFIC TO LINKED REPORTS

• PROPERTIES• SETTINGS• SECURITY• PARAMETER• SUBSCRIPTION & SCHEDULE

• AVOIDS DUPLICITY OF THE REPORT

• EASE THE REPORT MANGEMENT

• SUPPORT ECONOMIC STORAGE

DATA SOURCE PROPERTIES CANNOT BE SET FOR THE LINKED REPORTS

• LINKED REPORTS CAN BE MODIFIED• CAN MOVE, DELETE & RENAME

WITHOUT AFFECTING BASE REPORT• HISTORIES OF LINKED REPORTS WILL

BE AVAILABLE

LINKED REPORTS

Page 20: Advanced SSRS Reporting Techniques

SSRS

ARCHITECTURE

LINKED REPORTS

SUBSCRIPTIONSREPORT MANAGER

OVERVIEW

SNAPSHOTS AND

COMPARISONS

REPORT HISTORY A

KILLER OR SAVER ?

CAN I OVERRIDE

REPORT

SERVER DB ?

USER AD GROUPS

SECURITY IN

REPORT MANAGER

ADMIN

DASHBOARD

REPORT BUILDER A

CLOSER LOOKDEMOS Q & A

Page 21: Advanced SSRS Reporting Techniques

REPORT HISTORY A KILLER OR SAVER?

USERS AVAILABILTY

DEMAND/SCHEDULE

COLLECTION OFREPORT SNAPSHOTS

REPORT HISTORY KILLER

MANUAL AUTOMATIC

EDIT ITEM PERMISSION(VIEW/DELETE)

ROLE ASSIGNMENT(MANAGE/VIEW)

DATE/TIME AND SECURITY

MAINTAIN RECORDS OF REPORT SNAPSHOTS

LIMIT THE COPIES OF REPORT HISTORY

REPORT HISTORY SAVER

Export Excel / PDF /

HTML

Subscribe to Shared Drive

Backup Report

Server DB

Page 22: Advanced SSRS Reporting Techniques

SSRS

ARCHITECTURE

LINKED REPORTS

SUBSCRIPTIONSREPORT MANAGER

OVERVIEW

SNAPSHOTS AND

COMPARISONS

REPORT HISTORY A

KILLER OR SAVER ?

CAN I OVERRIDE

REPORT

SERVER DB ?

USER AD GROUPS

SECURITY IN

REPORT MANAGER

ADMIN

DASHBOARD

REPORT BUILDER A

CLOSER LOOKDEMOS Q & A

Page 23: Advanced SSRS Reporting Techniques

REDUCE LOADON DATABASE

SCHEDULE PROCESS

SNAPSHOT

DEMANDPROCESS

DEVICE/BROWSER

HISTORY PROCESSING

OFFPEAK HOURS/

PEAK HOURS

MINIMUM STORAGE

SNAPSHOTS AND COMPARISONS

FUTURE ENHANCEMENTS

DECISION MAKING

DATA ANALYSIS

LAYOUT INFORMATION

Page 24: Advanced SSRS Reporting Techniques

SSRS

ARCHITECTURE

LINKED REPORTS

SUBSCRIPTIONSREPORT MANAGER

OVERVIEW

SNAPSHOTS AND

COMPARISONS

REPORT HISTORY A

KILLER OR SAVER ?

CAN I OVERRIDE

REPORT

SERVER DB ?

USER AD GROUPS

SECURITY IN

REPORT MANAGER

ADMIN

DASHBOARD

REPORT BUILDER A

CLOSER LOOKDEMOS Q & A

Page 25: Advanced SSRS Reporting Techniques

CAN I OVERRIDE REPORT SERVER DB ?

REPORT SERVER DATABASES SOME FACTS

TABLE STRCTURE IS USED TO OPTIMIZE SERVER OPERATION

MICROSOFT MAY CHANGE THE TABLE STRCTURE FROM ONE VERSION TO ANOTHER

CHANGES TO THE TABLE IMPAIR REPORT SERVER OPERATIONS

MODIFICATION OR CHANGESPREVENT FUTURE OR APPLY SERVICE PACKS

REPORT SERVER DB CONTENTS

ITEMS MANAGED BY REPORT SERVER

SUBSCRIPTION AND SCHEDULE DEFINITION

REPORT SNAPSHOTS& REPORT HISTORY

REPORT EXECUTION LOG DATE,ECNCRYPTED CONNECTION AND CREDENTIALS

REPORTSERVER DB

REPORTSERVER TEMP DB

Page 26: Advanced SSRS Reporting Techniques

SSRS

ARCHITECTURE

LINKED REPORTS

SUBSCRIPTIONSREPORT MANAGER

OVERVIEW

SNAPSHOTS AND

COMPARISONS

REPORT HISTORY A

KILLER OR SAVER ?

CAN I OVERRIDE

REPORT

SERVER DB ?

USER AD GROUPS

SECURITY IN

REPORT MANAGER

ADMIN

DASHBOARD

REPORT BUILDER A

CLOSER LOOKDEMOS Q & A

Page 27: Advanced SSRS Reporting Techniques

• REPORT BUILDER RIBBON • LAUNCH TABLE• CHART AND MAP WIZARDS• FORMAT REPORT DATA

REPORT AUTHORING TOOL/END USER TOOL

REPORT MANAGER WEBSITE DATA SOURCE

SQL SERVER

SQL AZURE ORACLESAP NETWEAVER BI

PRESENT YOUR DATA USING • DATA VISUALIZATION• DATA REGIONS WIZARDS

DATA REGIONS• TABLE WIZARD• MATRIX WIZARD• LIST WIZARD

• REPORT BUILDER CAPABILITY• DESIGN • DEPLOY• EXECUTE

• IF YOU DESIGN A REPORT SPECIFY BELOW POINTS• WHERE TO GET DATA• WHICH DATA TO GET • HOW TO DISPLAY DATA • WHEN YOU RUN THE REPORT

REPORT BUILDER A CLOSER LOOK.

Page 28: Advanced SSRS Reporting Techniques

SSRS

ARCHITECTURE

LINKED REPORTS

SUBSCRIPTIONSREPORT MANAGER

OVERVIEW

SNAPSHOTS AND

COMPARISONS

REPORT HISTORY A

KILLER OR SAVER ?

CAN I OVERRIDE

REPORT

SERVER DB ?

USER AD GROUPS

SECURITY IN

REPORT MANAGER

ADMIN

DASHBOARD

REPORT BUILDER A

CLOSER LOOKDEMOS Q & A

Page 29: Advanced SSRS Reporting Techniques

ADMIN DASHBOARD.

REPORT SERVER PERFORMANCE PLATFORM

BIRD’S EYE VIEW FOR THE WHOLE REPORT SERVER

EASY MONITORING OF REPORT SERVER

AID TO TROUBLESHOOT PERFORMANCE ISSUES

Page 30: Advanced SSRS Reporting Techniques

Q & A

Page 31: Advanced SSRS Reporting Techniques

THANK

YOU

ed;wp

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