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Microsoft® SQL Server® 2008 Reporting Services Step by Step

Book Description

Teach yourself how to build, manage, and access SQL Server 2008 reports one step at a time. Whether you re a report developer, IT administrator, or business user, this sequential, learn-by-doing tutorial shows you how to deliver the business intelligence information your organization needs. Discover how to: Install and configure Reporting Services Put Report Builder and Report Designer tools to work Create interactive, online reports that enable users to sort and filter data Add charts and gauges to present data visually Deploy reports to Microsoft Office SharePoint Server Monitor server performance and help secure content Use subscriptions to distribute reports via e-mail Build ad hoc reports and extend them with custom code CD features: Practice exercises and code samples Fully searchable eBook.

Table of Contents

  1. Microsoft® SQL Server® 2008 Reporting Services Step by Step
    1. SPECIAL OFFER: Upgrade this ebook with O’Reilly
    2. A Note Regarding Supplemental Files
    3. Acknowledgments
    4. Introduction
      1. Who This Book Is For
      2. Finding Your Best Starting Point in This Book
      3. Conventions and Features in This Book
        1. Conventions
        2. Other Features
      4. Hardware and Software Requirements
      5. Sample Files
        1. Installing the Sample Files
        2. Using the Practice Files
        3. Uninstalling the Code Samples
      6. Find Additional Content Online
      7. Support for This Book
        1. Questions and Comments
    5. I. Getting Started with Reporting Services
      1. 1. Introducing Reporting Services
        1. A Reporting Platform
        2. Reporting Life Cycle
          1. Report Development
          2. Report Administration
          3. Report Access
        3. Reporting Services Architecture
          1. Data Tier
          2. Application Tier
            1. Report Development Tools
              1. Report Designer
              2. Report Builder
              3. Model Designer
              4. Programmatic Interface for Report Development
            2. Report Viewers
              1. Report Manager
              2. SharePoint
              3. Programmatic Interface for Viewing or Delivering Reports
            3. Management Tools
              1. Reporting Services Configuration Manager
              2. SQL Server Management Studio
              3. SQL Server Configuration Manager
              4. Report Manager
              5. Command-Line Utilities
              6. Programmatic Interface for Management
          3. Server Tier
            1. Processor Components
              1. Report Processor
              2. Scheduling and Delivery Processor
            2. Server Extensions
              1. Authentication Extension
              2. Data Processing Extension
              3. Report Processing Extension
              4. Rendering Extension
              5. Delivery Extension
            3. Service Architecture
              1. HTTP Listener
              2. Authentication
              3. Application Domains
                1. Report Manager
                2. Report Server Web Service
                3. Background Processing
              4. Application Domain Management
              5. Memory Management
              6. Service Platform
              7. Remote Procedure Call (RPC)
        4. SharePoint integrated Mode
          1. SharePoint Server
            1. SharePoint Content Database
            2. SharePoint Configuration Database
          2. Report Server
            1. Report Server Databases
        5. Chapter 1 Quick Reference
      2. 2. Installing Reporting Services
        1. Planning for Installation
          1. Choosing an Edition
          2. Choosing a Server Mode
          3. Choosing a Deployment Topology
            1. Native-Mode Topology
            2. SharePoint Integrated-Mode Topology
          4. Reviewing Hardware and Software Requirements
          5. Planning Accounts for Reporting Services
        2. Performing the Installation
          1. Installing Prerequisites
          2. Installing Setup Support Files
          3. Installing SQL Server 2008 Features
          4. Configuring Reporting Services
          5. Installing Report Builder 2.0
          6. Installing Sample Databases
        3. Configuring SharePoint Integrated Mode
          1. Configuring the Report Server
          2. Installing the Reporting Services Add-in for SharePoint Technologies
          3. Configuring SharePoint for Reporting Services Integration
          4. Creating a SharePoint Web Application
          5. Creating a Report Center Site
          6. Adding Reporting Services Content Types to a SharePoint Document Library
        4. Chapter 2 Quick Reference
      3. 3. Exploring Reporting Services
        1. Developing a Simple Report
          1. Introducing Report Builder 2.0
          2. Adding a Data Source
          3. Adding a Dataset
          4. Adding a Report Title
          5. Adding a Table
          6. Grouping Data
          7. Inserting Page Breaks
          8. Formatting a Report
          9. Previewing a Report
        2. Managing a Report
          1. Publishing a Report
          2. Adding a Description
          3. Reviewing Execution Properties
        3. Viewing a Report
          1. Opening a Report
          2. Using the HTML Viewer
        4. Chapter 3 Quick Reference
    6. II. Developing Reports
      1. 4. Designing Reports
        1. Getting Started with Report Designer
          1. Creating a Report Server Project
          2. Adding a Report to a Project
          3. Creating a Data Source
          4. Creating a Dataset
        2. Designing the Report Structure
          1. Adding a Data Region
          2. Binding Data to a Data Region
          3. Grouping Data
          4. Adding a Total
          5. Using a Matrix
          6. Using a List
          7. Defining Adjacent Groups
          8. Adding a Text Box
          9. Adding a Line
          10. Adding an Image
          11. Linking Information with a Subreport
        3. Enhancing the Report Appearance
          1. Configuring the Placement and Size of a Report Item
          2. Changing the Appearance of a Report Item
          3. Setting Page Breaks
          4. Adjusting the Report Size for Print-Ready Formats
          5. Adding a Page Header and Page Footer
        4. Chapter 4 Quick Reference
      2. 5. Developing Expressions
        1. Adding Calculations to a Report
          1. Adding a Calculated Field
          2. Creating a Text Box Expression
          3. Using a Report Item Expression
          4. Using Built-in Fields
        2. Using Aggregate Functions
          1. Using the Scope Argument
          2. Using an Aggregate Function in a Data Region
        3. Changing Report Item Properties by Using Expressions
          1. Using an Expression to Sort Data
          2. Applying Conditional Formatting
        4. Working with Variables
          1. Changing Expression Evaluation by Using a Group Variable
          2. Maintaining Consistency by Using a Report Variable
        5. Using Expressions for Dynamic Connections and Datasets
          1. Creating a Dynamic Connection String
          2. Creating a Dynamic Dataset
        6. Developing Expressions for Hierarchical Data
          1. Creating a Recursive Hierarchy Group
          2. Identifying a Level in a Recursive Hierarchy
          3. Using a Recursive Aggregate Function
        7. Chapter 5 Quick Reference
      3. 6. Adding Interactivity
        1. Changing the Report Layout Interactively
          1. Implementing Interactive Sorting
          2. Adding Fixed Headers
          3. Controlling Visibility
        2. Working with Parameters
          1. Prompting the User for Input
          2. Using a Report Parameter as a Filter
          3. Using a Dataset for Report Parameter Values
          4. Adding a Query Parameter to a Dataset
          5. Creating Cascading Parameters
          6. Displaying Parameter Selections in a Report
        3. Adding Navigation Features
          1. Configuring a Document Map
          2. Jumping to a Report
          3. Using Embedded HTML Tags
        4. Chapter 6 Quick Reference
      4. 7. Using Analysis Services as a Data Source
        1. Installing the Sample Database
        2. Creating an Analysis Services Dataset
          1. Creating an Analysis Services Data Source
          2. Building a Query
          3. Adding a Calculation to the MDX Query
        3. Building a Report
          1. Using an Analysis Services Dataset in a Report
          2. Using Extended Field Properties
          3. Using the Aggregate Function
          4. Displaying Aggregate Values in Detail Rows
        4. Designing Parameters
          1. Adding a Parameter to an Analysis Services Dataset
          2. Creating a Custom Query Parameter
        5. Chapter 7 Quick Reference
      5. 8. Visualizing Data
        1. Creating Charts
          1. Understanding Chart Types
            1. Charts to Display Linear Data
            2. Charts to Display Ratio Data
            3. Charts to Display Multi-value Data
          2. Creating a Column Chart
          3. Formatting a Chart
          4. Using a Scale Break
          5. Adding a Calculated Series
          6. Using a Secondary Axis
          7. Combining Chart Types
          8. Adding a Second Chart Area
        2. Working with Gauges
          1. Understanding Gauge Types
          2. Creating a Linear Gauge
        3. Chapter 8 Quick Reference
      6. 9. Developing Report Models
        1. Preparing to Develop a Report Model
          1. Adding a Report Model Data Source
          2. Adding a Data Source View
        2. Generating a Report Model
        3. Using the Report Model Wizard
          1. Reviewing a Report Model
        4. Refining a Report Model
          1. Organizing Model Objects
          2. Changing Attribute Appearance Properties
          3. Adding Expressions
          4. Identifying an Entity Instance
          5. Configuring Properties for Drillthrough
        5. Managing a Report Model
          1. Publishing a Report Model
          2. Managing Change
        6. Chapter 9 Quick Reference
    7. III. Managing the Report Server
      1. 10. Deploying Reports to a Server
        1. Reviewing Deployment Options
          1. Deploying a Report Project
          2. Uploading a Report
          3. Using the Rs Utility
        2. Managing Content
          1. Using Folders to Organize Content
          2. Moving Content
          3. Creating a Linked Report
          4. Copying a Report
          5. Configuring Report Parameters
        3. Configuring Data Source Properties
          1. Prompting the User for Credentials
          2. Using Stored Credentials
        4. Configuring Report Execution Properties
          1. Executing a Report on Demand
          2. Caching Reports
          3. Creating Report Snapshots
          4. Saving Report Snapshots in Report History
        5. Chapter 10 Quick Reference
      2. 11. Securing Report Server Content
        1. Configuring Report Server Security Policies
          1. Preparing to Implement Security
          2. Reviewing Default Authorization Policies
            1. Native Mode
            2. SharePoint Integrated Mode
        2. Assigning User Permissions
          1. Granting Access to Report Server Content
            1. Creating Role Assignments
            2. Assigning SharePoint Permission Levels
        3. Configuring Item-Level Security
          1. Securing a Folder
          2. Approving Data Sources in SharePoint Integrated Mode
          3. Securing a Report
          4. Assigning a System Role
          5. Securing a Report Model
        4. Implementing Data Security
          1. Using a Query Parameter and a Role to Secure Data
          2. Using a Permissions Table to Secure Data
          3. Using a Dataset Filter to Secure Data
        5. Chapter 11 Quick Reference
      3. 12. Performing Administrative Tasks
        1. Using Management Tools
          1. Using SSMS
          2. Suspending Report Execution
        2. Configuring the Report Server
          1. Managing Encrypted Information
          2. Configuring Authentication
          3. Managing Memory
        3. Monitoring the Report Server
          1. Checking the Application Database Size
          2. Using the Trace Log
          3. Adding the HTTP Log
          4. Using Performance Counters
        4. Chapter 12 Quick Reference
    8. IV. Viewing Reports
      1. 13. Accessing Reports Online
        1. Using Report Manager
          1. Searching for a Report
          2. Using the HTML Viewer
          3. Printing a Report
          4. Using the My Reports Folder
        2. Accessing Reports in SharePoint
          1. Configuring Search in SharePoint
          2. Searching for a Report
          3. Using the SharePoint Report Viewer
          4. Creating a Dashboard
        3. Exporting Reports
          1. Exporting a Report for Online Viewing
          2. Exporting a Report for Analysis
          3. Creating a Data-Driven Document
          4. Exporting a Report for Printing
          5. Exporting a Report for Data Exchange
        4. Chapter 13 Quick Reference
      2. 14. Creating Ad Hoc Reports
        1. Developing Reports with Report Builder
          1. Introducing Report Builder
          2. Building a Table
          3. Building a Matrix
          4. Building a Chart
          5. Testing Security
        2. Enhancing Reports
          1. Formatting a Report
          2. Adding Formula Fields
          3. Filtering a Report
          4. Sorting Data
          5. Disabling Interactive Features
        3. Working with Clickthrough
          1. Opening a Clickthrough Report
          2. Configuring a Custom Clickthrough Report
          3. Assigning a Custom Clickthrough Report to a Report Model
        4. Chapter 14 Quick Reference
      3. 15. Working with Subscriptions
        1. Creating Standard Subscriptions
          1. Creating an E-Mail Subscription
          2. Creating a Windows File Share Subscription
        2. Creating Data-Driven Subscriptions
          1. Creating a Subscription Delivery Table
          2. Creating a Data-Driven Subscription
        3. Managing Subscriptions
          1. Creating a Shared Schedule
          2. Using the My Subscriptions Page
          3. Deleting a Subscription
        4. Chapter 15 Quick Reference
    9. V. Using Reporting Services as a Development Platform
      1. 16. Programming Reporting Services
        1. Programming Report Design Components
          1. Embedding Code in a Report
            1. Creating a Custom Function
            2. Using a Custom Function in an Expression
          2. Using Assemblies to Share Custom Code
            1. Creating a Custom Assembly
            2. Calling a Custom Assembly in an Expression
        2. Programming Report Server Management
          1. Scripting Administrative Tasks
            1. Deploying Reports
            2. Creating a Linked Report
          2. Using the WMI Provider
        3. Programming Reporting Access
          1. Linking to Reports with URL Access
            1. Viewing a Report
            2. Using URL Access Parameters
          2. Using the ReportViewer Control
        4. Chapter 16 Quick Reference
    10. Glossary
    11. About the Author
      1. Contributing Author
    12. Index
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