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Brian served as a member of the original Reporting Services development team as a consultant to Microsoft.. Before joining the Health Solutions Group, Brian was Group Program Manager for

REPORTING SERVICES

2008

About the Author

Brian Larson is a Phi Beta Kappa graduate of Luther College in Decorah, Iowa, with degrees in physics and computer science Brian has 23 years of experience in the computer industry and 19 years experience as a consultant creating custom database applications He is currently the Chief of Technology for Superior Consulting Services in Minneapolis, Minnesota, a Microsoft Consulting Partner for Reporting Services Brian is a Microsoft Certified Solution Developer (MCSD) and a

Microsoft Certified Database Administrator (MCDBA)

Brian served as a member of the original Reporting Services development team

as a consultant to Microsoft In that role, he contributed to the original code base of Reporting Services

Brian has presented at national conferences and events, including the SQL

Server Magazine Connections Conference, the PASS Community Summit, and the Microsoft Business Intelligence Conference, and has provided training and mentoring

on Reporting Services across the country He has been a contributor and columnist

for SQL Server Magazine In addition to this book, Brian is the author of Delivering

Business Intelligence with Microsoft SQL Server 2008, also from McGraw-Hill.

Brian and his wife Pam have been married for 23 years Pam will tell you that their first date took place at the campus computer center If that doesn’t qualify someone to write a computer book, then I don’t know what does Brian and Pam have two children, Jessica and Corey

About the Technical Editor

Brian Welcker is a Senior Product Manager in Microsoft’s Health Solution Group, helping to build software solutions for hospitals around the world Before joining the Health Solutions Group, Brian was Group Program Manager for Microsoft SQL Server Reporting Services, where his team was focused on delivering the premier managed, ad hoc, and developer reporting platform as part of SQL Server and Visual Studio A 12-year Microsoft veteran, Brian was one of the founding members of the Reporting Services team; he has also worked as the lead program manager for SQL Server Meta Data Services, as well as a technical evangelist in Microsoft’s Developer Relations Group He joined Microsoft after working for a healthcare software company in his home town of Raleigh, North Carolina Brian resides in Seattle, Washington with his wife and two children

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Microsoft ® SQL Server™

2008

REPORTING SERVICES

Brian Larson

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DOI: 10.1036/0071548084

This book is dedicated to my family To my children, Jessica and Corey, who gave up many hours of “dad time” during the writing of this book And especially to my wife, Pam, who, in addition to allowing me to

commit to this project, gave countless hours of her own

time to make sure things were done right.

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Contents at a Glance

Chapter 1 Let’s Start at the Very Beginning 3

Chapter 2 Putting the Pieces in Place: Installing Reporting Services 23

Part II Report Authoring Chapter 3 DB 101: Database Basics 65

Chapter 4 A Visit to Emerald City: The Report Wizard 111

Chapter 5 Removing the Training Wheels: Building Basic Reports 171

Chapter 6 Graphic Expression: Using Charts, Images, and Gauges 219

Chapter 7 Kicking It Up a Notch: Intermediate Reporting 297

Chapter 8 Beyond Wow: Advanced Reporting 365

Chapter 9 A Leading Exporter: Exporting Reports to Other Rendering Formats 441

Part III Report Serving Chapter 10 How Did We Ever Manage Without You? The Report Manager 467

Chapter 11 Delivering the Goods: Report Delivery 529

Chapter 12 Extending Outside the Box: Customizing Reporting Services 571

Part IV Appendixes Appendix A Report Item Reference 637

Appendix B Web Service Interface Reference 709

Appendix C Ad Hoc Reporting 781

Index 823

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Contents

Foreword xvii

Acknowledgments xix

Introduction xxi

The Galactic Database and Other Supporting Materials xxii

Part I Getting Started Chapter 1 Let’s Start at the Very Beginning 3

Sharing Business Intelligence 5

The Need to Share 5

Possible Solutions 6

Microsoft Reporting Services 8

Report Authoring Architecture 10

The Business Intelligence Project Type 11

Report Structure 12

Report Designer 14

Standalone Report Builder 16

Report-Serving Architecture 17

Report Server 18

Report Delivery 20

Diving In 22

Chapter 2 Putting the Pieces in Place: Installing Reporting Services 23

Preparing for the Installation 24

The Parts of the Whole 24

Editions of Reporting Services 27

Types of Reporting Services Installations 29

Installation Requirements 34

Other Installation Considerations 35

The Installation Process 39

The SQL Server 2008 Installation 39

The Reporting Services Configuration Manager 49

For more information about this title, click here

x M i c r o s o f t S Q L S e r v e r 2 0 0 8 R e p o r t i n g S e r v i c e s

Common Installation Issues 60

Administrative Rights 60

Server Components Not Shown on the Feature Selection Screen 60

Installation Error 2755 60

Reporting Services and IIS on the Same Server 61

The Repair Utility and Installation Log File 61

Spending Some Time in Basic Training 61

Part II Report Authoring Chapter 3 DB 101: Database Basics 65

Database Structure 66

Getting Organized 66

Retrieving Data 76

Galactic Delivery Services 84

Company Background 85

Querying Data 88

The SELECT Query 90

On to the Reports 108

Chapter 4 A Visit to Emerald City: The Report Wizard 111

Obtaining the Galactic Database 112

Your First Report 112

The Customer List Report 113

An Interactive Table Report 137

The Customer-Invoice Report 137

Creating Matrix Reports 153

The Invoice-Batch Number Report 153

Report Parameters 160

The Parameterized Invoice-Batch Number Report 160

Flying Solo 169

Chapter 5 Removing the Training Wheels: Building Basic Reports 171

Riding Down Familiar Roads 172

The Transport List Report 172

The Tablix and Data Regions 195

The Repair Count By Type Report 197

New Territory 205

The Transport Information Sheet 206

Getting Graphical 218

C o n t e n t s x i

Chapter 6 Graphic Expression: Using Charts, Images, and Gauges 219

Chart Your Course 220

The Deliveries versus Lost Packages Chart 220

The Fuel Price Chart 236

The Fuel Price Chart, Version 2 244

The Business Type Distribution Chart 247

The Days in Maintenance Chart 250

Gauging the Results 257

The Digital Dashboard 257

Image Is Everything 273

Conference Nametags 275

Conference Place Cards 282

The Rate Sheet Report 288

Building Higher 295

Chapter 7 Kicking It Up a Notch: Intermediate Reporting 297

Never Having to Say “I’m Sorry” 298

The Report Template 299

Handling Errors in Reports 306

The Employee Time Report 307

Data Caching During Preview 323

The Employee List Report 324

The Employee Mailing Labels Report 335

The Overtime Report 343

The Revised Employee Time Report 351

Under the Hood 359

Viewing the RDL 359

Practicing Safe Source 361

Using Visual SourceSafe 362

Advance, Never Retreat 364

Chapter 8 Beyond Wow: Advanced Reporting 365

Speaking in Code 366

The Delivery Status Report 367

The Lost Delivery Report 377

The Customer List Report—Revisited 386

Payroll Checks 389

x i i M i c r o s o f t S Q L S e r v e r 2 0 0 8 R e p o r t i n g S e r v i c e s

The Weather Report 397

The Delivery Analysis Report 404

Reports Within Reports 411

The Employee Evaluation Report 412

The Invoice Report 424

Interacting with Reports 428

The Invoice Front-End Report 429

The Transport Monitor Report 432

A Conversion Experience 437

The Paid Invoices Report 437

What’s Next 440

Chapter 9 A Leading Exporter: Exporting Reports to Other Rendering Formats 441

A Report in Any Other Format Would Look as Good 443

Exporting and Printing a Report 443

Presentation Formats 445

TIFF Image Presentation Format 447

Adobe PDF Presentation Format 450

Web Archive Presentation Format 452

Excel Presentation Format 455

Word Presentation Format 458

Printed Presentation Format 459

Data Exchange Formats 460

Comma-Separated Values (CSV) Data Exchange Format 460

XML Data Exchange Format 461

Call the Manager 464

Part III Report Serving Chapter 10 How Did We Ever Manage Without You? The Report Manager 467

Folders 468

The Report Manager 469

Moving Reports and Supporting Files to the Report Server 472

Deploying Reports Using the Report Designer 472

Uploading Reports Using Report Manager 479

Uploading Other Items Using Report Manager 487

Uploading Reports Using NET Assemblies 491

Modifying Reports from the Report Server 500

C o n t e n t s x i i i

Managing Items in Folders 502

Moving Items Between Folders 502

Deleting a Folder 503

Renaming a Folder 504

Seek and Ye Shall Find: Search and Find Functions 504

Searching for a Report 504

Finding Text Within a Report 505

Printing from Report Manager 506

Printing Options 506

Managing Reports on the Report Server 507

Security 508

Roles 511

Linked Reports 524

Creating a Linked Report 525

Delivering the Goods 528

Chapter 11 Delivering the Goods: Report Delivery 529

Caching In 530

Report Caching 531

Enabling Report Caching 534

Execution Snapshots 539

Enabling Execution Snapshots 539

Report History 542

Enabling Report History 542

Managing Report History Snapshots 546

Updating Report Definitions and Report History Snapshots 548

Subscriptions 549

Standard Subscriptions 549

Managing Your Subscriptions 554

Data-Driven Subscriptions 555

Site Settings 563

The General Site Settings Page 563

Other Pages Accessed from the Site Settings Page 565

Managing Reporting Services Through the SQL Server Management Studio 566

Additional Settings 569

A Sense of Style 569

The ReportingServices Style Sheet 569

Building On 570

x i v M i c r o s o f t S Q L S e r v e r 2 0 0 8 R e p o r t i n g S e r v i c e s

Chapter 12 Extending Outside the Box: Customizing Reporting Services 571

Using Reporting Services Without the Report Manager 572

URL Access 572

Web Service Access 585

The Report Viewer Control 589

SharePoint Web Parts 595

Reporting Services Utilities 597

Custom Security 608

Authentication and Authorization 609

Issues with Custom Security 611

Creating a Custom Security Extension 613

Deploying a Custom Security Extension 621

Using the Custom Security Extension 627

Other Extensions 629

Best Practices 629

Report-Authoring Practices 629

Report Deployment Practices 631

Where Do We Go from Here? 633

Part IV Appendixes Appendix A Report Item Reference 637

Report Objects 638

Layout Areas 638

Data Regions 639

Report Items 645

Property Reference 647

Properties 647

Appendix B Web Service Interface Reference 709

Reporting Services Web Service 710

Creating a Web Reference 710

Credentials 711

Compatibility 712

ReportExecution2005 Properties 712

ReportExecution2005 Methods 713

ReportService2005 Properties 721

C o n t e n t s x v

ReportService2005 Methods 722

ReportService2006 755

ReportService2005 and ReportExecution2005 Web Service Classes 757

Appendix C Ad Hoc Reporting 781

The Report Model 782

Creating a Report Model 783

Creating Reports with the Report Builder 800

Report Builder Basics 800

Creating a Table Layout Report 805

Creating a Matrix Layout Report 817

Creating a Chart Layout Report 819

Give It a Try 822

Index 823

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Foreword

At the end of 2005, the Reporting Services development team had some tough

decisions to make Unlike most of the SQL Server development team, who had been working on the 2005 release for close to five years, it had only been a year and a half since we shipped the first version of Reporting Services In that same timeframe, we shipped two service packs, acquired a new ad hoc reporting tool that we delivered as Report Builder, and built a set of report controls that shipped in Visual Studio 2005 The follow-up release, code-named “Katmai,” was scheduled for a relatively quick two- to three-year turnaround

During this time, we also learned a lot about how people were using Reporting

Services When we started development, our initial assumption was that customers

wanted to enable web-based delivery of reports with small to medium-sized data sets While this was the case for most customers, there was another set of users that wanted

to be able to export reports as single documents with up to several thousand pages

As the memory required for generating these reports could be far beyond the actual memory available on the server, supporting this scenario wasn’t a trivial task In fact,

it would require a large development effort that would consume most of the schedule allocated for the 2008 release At the same time, users had also requested a number of smaller features that would make their lives easier and their reports better We couldn’t fit both, so a decision had to be made

After much debate, we decided to take a long-term approach and build a new engine

to support report scalability New reporting features were put on the back burner until this work was completed This means that while you won’t see as many new “bells

and whistles” in the 2008 release, there has been a massive amount of work below the surface to ensure that Reporting Services can handle your biggest reporting workloads

In the end, we did manage to squeeze in quite a few nice features into the release that you will like, even if you aren’t pushing the bounds of scalability

At the end of 2007, it was my turn to make a tough decision I had been working on the SQL Server team for over ten years, with six of those on Reporting Services While

I was extremely proud of the team that we had assembled and excited by the upcoming release of SQL Server 2008, I felt that it was time to move on to new challenges This January, I moved to Microsoft’s new Health Solutions Group, where I am the product manager for a new line of software applications for hospitals I still keep in touch with the Reporting Services development team and have been trying out the newest features

as the product approaches release

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x v i i i M i c r o s o f t S Q L S e r v e r 2 0 0 8 R e p o r t i n g S e r v i c e s

Brian Larson was one of the early proponents of Reporting Services and completed the first edition of this book just as we wrapped up the work on the first release While many other Reporting Services books have appeared on the market, I always considered Brian’s book to be the best all-around introduction to the product I enjoyed working with Brian on the first two editions of this book and was excited when he asked me to assist with this update The new release of Reporting Services is the most powerful and flexible yet Whether you are a seasoned professional or a first-time user, I hope that you use the information and techniques presented in this book to get the most out of the product

—Brian WelckerSenior Product ManagerMicrosoft Health Solutions Group

Acknowledgments

Ajourney of a thousand miles begins with a single step.” Perhaps this book

project was not a journey of a thousand miles, although it seemed that way

in the early hours of the morning with a deadline approaching Be that as it may, it is possible to identify the first step in this whole process A coworker of mine at Superior Consulting Services, Marty Voegele, was between assignments, on-the-bench,

in consultant-speak Marty was bored, so he decided to take matters into his own

hands Marty had previously consulted to Microsoft and still had contacts in the SQL Server area He made a few phone calls and before long, Marty was again consulting to Microsoft, this time creating something called Rosetta

As additional work was added, I had the opportunity to take on part of this

assignment as well It was both challenging and exciting working on code that you knew would be part of a major product from a major software company What was perhaps most exciting was that Rosetta seemed to be a tool that would fill several needs

we had identified while developing custom applications for our own clients

As the beta version of what was now called Reporting Services was released, a brief

introductory article on Reporting Services appeared in SQL Server Magazine One of

the sales representatives here at Superior Consulting Services, Mike Nelson, decided this would be a nice bit of marketing material to have as we trumpeted our involvement with Reporting Services One thing led to another, and before we knew it, Mike

had offered Marty’s and my services to write a more in-depth article for SQL Server

Magazine This article became the cover article for the December 2003 issue and has

become known as the “Delightful” article (You’ll have to read the first paragraph of the article to understand why.) It is now available on MSDN

This was where I grabbed the map and compass, and decided on the next path

Because the magazine article came out fairly well, I decided to write a book on the topic Marty informed me that writing a 700-page book would probably make his

fingers fall off, so I could take this next step on my own So, here we are today, one book and two revisions later

All of this is a rather lengthy way of saying that I owe a big thank you to Marty and Mike Without a shadow of a doubt, this book would not have happened without them

In addition to the contributions already stated, I want to thank Marty for helping to keep me up-to-speed on Reporting Services information and newsgroup postings We have learned a great deal preparing presentations on Reporting Services and providing Reporting Services solutions for clients

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