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    Reporting with Microsoft SQL Server 2012
    Reporting with Microsoft SQL Server 2012
    Reporting with Microsoft SQL Server 2012
    Ebook273 pages2 hours

    Reporting with Microsoft SQL Server 2012

    By James Serra and Bill Anton

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    About this ebook

    This is a stepbystep tutorial that deals with Microsoft Server 2012 reporting tools:SSRS and Power View.

    If you are a BI developer, consultant, or architect who wishes to learn how to use SSRS and Power View, and want to understand the best use for each tool, then this book will get you up and running quickly. No prior experience is required with either tool!
    LanguageEnglish
    PublisherPackt Publishing
    Release dateMar 18, 2014
    ISBN9781782171737
    Reporting with Microsoft SQL Server 2012
    Author

    James Serra

    James works at Microsoft as a big data and data warehousing solution architect where he has been for most of the last nine years. He is a thought leader in the use and application of Big Data and advanced analytics, including data architectures such as the modern data warehouse, data lakehouse, data fabric, and data mesh. Previously he was an independent consultant working as a Data Warehouse/Business Intelligence architect and developer. He is a prior SQL Server MVP with over 35 years of IT experience. He is a popular blogger (JamesSerra.com) and speaker, having presented at dozens of major events including SQLBits, PASS Summit, Data Summit and the Enterprise Data World conference.

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      Book preview

      Reporting with Microsoft SQL Server 2012 - James Serra

      Table of Contents

      Reporting with Microsoft SQL Server 2012

      Credits

      About the Authors

      About the Reviewers

      www.PacktPub.com

      Support files, eBooks, discount offers, and more

      Why subscribe?

      Free access for Packt account holders

      Instant updates on new Packt books

      Preface

      What this book covers

      What you need for this book

      Who this book is for

      Conventions

      Reader feedback

      Customer support

      Errata

      Downloading the color images of the book

      Piracy

      Questions

      1. Getting Started with Reporting

      Standard reporting with SSRS

      Self-service reporting with Power View

      Power View limitations

      Reporting scenarios

      Scenario 1

      Scenario 2

      Scenario 3

      Scenario 4

      Scenario 5

      Scenario 6

      Scenario 7

      Scenario 8

      Scenario 9

      Scenario 10

      Scenario 11

      Scenario 12

      Scenario 13

      Summary

      2. SSRS – Standard Reporting

      Primary components of a report

      Data source

      Dataset

      Report items

      Additional components of a report

      Report parameters

      Expressions

      Actions

      Custom code

      Report development environment

      Server features and functionality

      Choosing an installation mode – SharePoint Integrated versus Native

      Scheduling

      Subscriptions

      Report snapshots

      Caching

      Data alerts

      My Reports (Native mode only)

      Linked reports (Native mode only)

      Consuming reports

      Online

      Offline

      Data feed

      Extensibility

      Security

      Roles and permissions

      Securing Report Server objects

      Data security

      Summary

      3. Development Activity with SSRS

      Prerequisites

      Tutorial scenario

      Creating a Reporting Services project

      Creating a report object

      Creating a shared data source

      Adding reference to shared data source

      Creating a dataset

      Adding a report item

      Deploying a report project

      Summary

      4. Power View – Self-service Reporting

      Getting started

      PowerPivot

      Business Intelligence Semantic Model

      Power View within SharePoint

      Setup

      Tabular model connection

      Starting Power View connected to a tabular model connection

      Multidimensional model connection

      Starting Power View connected to a multidimensional model connection

      Power View within Excel 2013

      Setup

      Data models

      Starting Power View in Excel

      Importing data into Excel

      Adding data to a worksheet and inserting data into Power View

      Not adding data to a worksheet and inserting data into Power View

      Adding data to a worksheet and using PowerPivot

      Not adding data to a worksheet and using PowerPivot

      Data visualizations

      The user interface

      Enhancing data models

      Deploying and sharing reports

      Presentation modes

      Reports with multiple views in Power View

      Adding multiple views

      Navigating among views

      View filters

      View preview images

      Chart highlighting, slicers, and filtering

      Chart highlighting

      Slicers

      Filtering

      View-level/sheet-level filters

      Visualization-level filters

      Basic filters

      Advanced filters

      Search in filters

      Sorting

      Export reports to Microsoft Office PowerPoint

      Design tips

      Undo/Redo

      Arranging visualizations

      Fit to window

      Pop out

      Summary

      5. Development Activity with Power View

      Prerequisites

      Tutorial scenario

      Creating a BI Semantic Model (BISM) connection

      Opening the Power View design interface

      Creating bar charts

      Creating pie charts

      Creating column charts

      Adding a slicer

      Deploying reports to SharePoint

      Summary

      Index

      Reporting with Microsoft SQL Server 2012

      Reporting with Microsoft SQL Server 2012

      Copyright © 2014 Packt Publishing

      All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

      Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

      Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

      First published: March 2014

      Production Reference: 1100314

      Published by Packt Publishing Ltd.

      Livery Place

      35 Livery Street

      Birmingham B3 2PB, UK.

      ISBN 978-1-78217-172-0

      www.packtpub.com

      Cover Image by Aniket Sawant (<aniket_sawant_photography@hotmail.com>)

      Credits

      Authors

      James Serra

      Bill Anton

      Reviewers

      Paul Turley

      Jen Underwood

      Basit A. Masood-Al-Farooq

      Varinder Sandhu

      Acquisition Editor

      James Jones

      Commissioning Editor

      Manasi Pandire

      Technical Editors

      Manan Badani

      Shashank Desai

      Copy Editors

      Alisha Aranha

      Sarang Chari

      Project Coordinator

      Aboli Ambardekar

      Proofreader

      Ameesha Green

      Indexer

      Rekha Nair

      Graphics

      Yuvraj Mannari

      Production Coordinator

      Shantanu Zagade

      Cover Work

      Shantanu Zagade

      About the Authors

      James Serra is an independent consultant with the title Data Warehouse/Business Intelligence Architect. He is a Microsoft SQL Server MVP with over 25 years of IT experience. He started his career as a software developer, then was a DBA for 12 years, and for the last seven years, he has been working extensively with Business Intelligence using the SQL Server BI stack. At different times, he has been a permanent employee, consultant, contractor, and owner of his own business. All these experiences, along with continuous learning, have helped him to develop many successful data warehouse and BI projects. He is a noted blogger and speaker, having presented at the PASS Summit and the PASS Business Analytics conference. His blog is at JamesSerra.com.

      He has earned the MSCE: SQL Server 2012 Business Intelligence, MSCE: SQL Server 2012 Data Platform, MCITP: SQL Server 2008 Business Intelligence Developer, MCITP: SQL Server 2008 Database Administrator, and MCITP: SQL Server 2008 Database. He has a Bachelor of Science degree in Computer Engineering from UNLV.

      James resides in Houston, TX, with his wife Mary and three children: Lauren, RaeAnn, and James.

      This book is dedicated to my wonderful wife Mary; my children Lauren, RaeAnn, and James; and my parents Jim and Lorraine. Their love, understanding, and support is what made this book possible. Now if they only understood the contents.

      Bill Anton is an independent consultant whose primary focus is on designing and developing data warehouses and Business Intelligence solutions using the Microsoft BI stack. He has over 10 years of experience in the industry, and enjoys working closely with clients to overcome their data-related challenges. Bill is also an active member in the SQL Server community and enjoys sharing knowledge and helping others. When he's not working with the clients, he can usually be found answering questions on the MSDN forums, attending SQL PASS meetings, or writing blog posts at http://byoBI.com.

      I would like to thank my beautiful wife, Jena, for putting up with the long hours I've worked over the years. I would also like to thank James Serra, my mentor, for inviting me to contribute to this book and continuing to give me solid advice and perspective on the amazing industry in which we have the pleasure of working.

      About the Reviewers

      Paul Turley is a mentor with SolidQ and a Microsoft SQL Server MVP. He consults, writes, speaks, and teaches Business Intelligence and reporting solutions. He works with companies around the world to visualize and deliver critical information to make informed business decisions. He is the lead author of Professional SQL Server 2012 Reporting Services, Wrox Press, a contributing author for SQL Server Analysis Service 2012 Cube Development Cookbook, Packt Publishing, and several other titles from Wrox and Microsoft Press. Paul blogs at SqlServerBiBlog.com.

      Jen Underwood has almost 20 years of hands-on experience in the data warehousing, Business Intelligence, reporting, and predictive analytics industries. Prior to starting Impact Analytix, she held roles such as Microsoft Global Business Intelligence Technical Product Manager, Microsoft Enterprise Data Platform Specialist, Tableau Technology Evangelist, and also as a Business Intelligence Consultant for Big 4 Systems Integration firms. Through most of her career, she has been researching, designing, and implementing analytic solutions across a variety of open source, niche, and enterprise vendor landscapes, including Microsoft, Oracle, IBM, and SAP.

      Recently, Jen was honored with a Boulder BI Brain Trust membership, a BeyeNetwork Prescriptive Analytics Channel, and a 2013 Tableau Zen Master (MVP) award. She also writes Business Intelligence articles for SQL Server Pro magazine.

      Jen holds a Bachelor of Business Administration degree from the University of Wisconsin, Milwaukee, and a postgraduate certificate in Computer Science, Data Mining, from the University of California, San Diego.

      Basit A. Masood-Al-Farooq is an internationally known Lead SQL DBA, trainer, and technical author, with twelve years of experience of the Microsoft technology stack. He is an accomplished development and production SQL Server DBA, with a proven record of delivering major projects on time and within budget. He is an expert at evaluating client needs against the capabilities of the SQL Server product set, with the objective of minimizing cost and maximizing function through making innovative use of advanced capabilities.

      Basit has authored numerous SQL Server technical articles on various SQL Server topics for different SQL Server community sites that include SQLMag.com, MSSQLTips.com, SQLServerCentral.com, SSWUG.org, SQL-SERVER-PERFORMANCE.com, and SearchSQLServer.com. He has also developed and implemented many successful database infrastructures, data warehouse, and Business Intelligence projects. He also has a good understanding of ITIL principles.

      He holds a Master's degree in Computer Science from London Metropolitan University and industry-standard certifications from Microsoft, Sun, Cisco, Brainbench, Prosoft, and APM, including MCITP Database Administrator 2008, MCITP Database Administrator 2005, MCDBA SQL Server 2000, and MCTS .NET Framework 2.0 Web Applications.

      He can be reached via Twitter (@BasitAali), blog (http://basitaalishan.com), or via LinkedIn. (http://uk.linkedin.com/in/basitfarooq).

      He has also reviewed SQL Server 2012 Reporting Services Blueprints, Marlon Ribunal and Mickey Stuewe, Packt Publishing.

      I would like to thank my parents for getting me started on my journey, giving me the opportunity for a great education, allowing me to realize my own potential, and giving me the freedom to choose my career path. I am eternally grateful to my wife, Aniqa, and my sons, Rayyan and Saifaan, for giving me time to pursue a project like this and coping with

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