Microsoft® SQL Server® 2016 Reporting Services, Fifth Edition

Up-to-Date Coverage of Microsoft® SQL Server® 2016 Reporting Services, Including the Mobile Report Publisher Build, publish, and maintain paginated and mobile reports using the expert tips and best practices contained in this hands-on guide. Written by a member of the original Reporting Services development team, Microsoft SQL Server 2016 Reporting Services, Fifth Edition , fully explains the process of creating and distributing reports and shows how to maximize all of the powerful, integrated SSRS capabilities, including the new and enhanced features. A detailed case study and sample reports are featured in this practical resource. • Plan for, install, configure, and customize SQL Server 2016 Reporting Services • Design and generate feature-rich reports using the Report Wizard • Work with Report Designer in Visual Studio, Report Builder, and the Mobile Report Publisher • Incorporate charts, images, gauges, and maps • Enhance your reports through summarizing, totaling, and interactivity • Build reusable report templates • Embed Visual Basic .NET functions and subreports • Enable end-user access via the Report Server and its web portal interface • Integrate SSRS reports with your own websites and custom applications • Follow along with sample reports from the book's case study. Cover 1 Title Page 4 Copyright Page 5 Dedication 6 Contents at a Glance 8 Contents 10 Foreword 18 Acknowledgments 20 Introduction 22 Part I Getting Started 26 Chapter 1 Let’s Start at the Very Beginning 28 Sharing Business Intelligence 30 The Need to Share 30 Possible Solutions 31 Microsoft Reporting Services 33 Report Authoring Architecture 35 Report Types 36 Report Structure for Reporting Services Paginated Reports 37 Report Designer 39 Report Builder 41 Report Structure for Mobile Reports 41 SQL Server Mobile Report Publisher 43 Report-Serving Architecture 45 Report Server 45 Report Delivery 47 Diving In 50 Chapter 2 Putting the Pieces in Place: Installing Reporting Services 52 Preparing for the Installation 53 The Parts of the Whole 53 Editions of Reporting Services 57 Types of Reporting Services Installations 58 Installation Requirements 64 Other Installation Considerations 66 The Installation Process 70 The SQL Server 2016 Installation 71 The Reporting Services Configuration Manager 83 Completing a Reporting Services SharePoint Integrated Mode Installation 95 Installing SQL Server Data Tools 97 Installing SQL Server Management Studio 98 Common Installation Issues 98 Administrative Rights 98 Server Components Not Shown on the Feature Selection Screen 99 Reporting Services and IIS on the Same Server 99 The Repair Utility and Installation Log File 99 Spending Some Time in Basic Training 99 Part II Report Authoring 100 Chapter 3 DB 101: Database Basics 102 Database Structure 103 Getting Organized 104 Retrieving Data 113 Galactic Delivery Services 121 Company Background 122 Querying Data 125 The SELECT Query 127 On to the Reports 145 Chapter 4 A Visit to Emerald City: The Report Wizard 146 Obtaining the Galactic Database 147 Getting Started with the Authoring Environment 147 Creating a Project Using the Report Designer 148 Launching the Report Builder 149 Your First Report 150 The Customer List Report 151 An Interactive Table Report 187 The Customer-Invoice Report 187 Creating Matrix Reports 209 The Invoice-Batch Number Report 210 Report Parameters 220 The Parameterized Invoice-Batch Number Report 220 Flying Solo 231 Chapter 5 Removing the Training Wheels: Building Basic Reports 232 Riding Down Familiar Roads 233 The Transport List Report 233 The Tablix and Data Regions 261 The Repair Count By Type Report 263 New Territory 274 The Transport Information Sheet 274 Getting Graphical 291 Chapter 6 Graphic Expression: Using Charts, Images, and Gauges 292 Chart Your Course 293 The Deliveries vs. Lost Packages Chart 293 The Fuel Price Chart 309 The Fuel Price Chart, Version 2 319 The Business Type Distribution Chart 322 The Days in Maintenance Chart 327 The Package Weight by Planet Chart 333 The Discount Analysis Chart 336 Gauging the Results 340 The Digital Dashboard 340 Image Is Everything 353 Conference Nametags 355 Conference Place Cards 362 The Rate Sheet Report 368 From Graphical to Geo-graphical 376 Chapter 7 Geography Lesson: Using Maps and Spatial Data Types 378 Colors and Bubbles: Representing Quantities on Maps 379 The Earth U.S. Deliveries Map 379 SQL Server Spatial Data Types 391 The Deliveries per Planet Map 392 The Employee Homes Map 399 Building Higher 404 Chapter 8 Kicking It Up a Notch: Intermediate Reporting 406 Never Having to Say “I’m Sorry” 407 The Report Template 408 Putting the Report Template to Use 422 The Employee Time Report 423 Data Caching During Preview 440 The Employee List Report 441 The Employee Mailing Labels Report 453 The Overtime Report 460 The Revised Employee Time Report 472 The Revised Employee List Report 480 Under the Hood 485 Viewing the RDL 486 Advance, Never Retreat 489 Chapter 9 Beyond Wow: Advanced Reporting 490 Speaking in Code 491 The Delivery Status Report 492 The Lost Delivery Report 503 The Customer List Report—Revisited 512 The Delivery Trend Report 517 Payroll Checks 520 The Delivery Analysis Report 527 Reports Within Reports 534 The Employee Evaluation Report 534 The Invoice Report 546 Interacting with Reports 552 The Invoice Front-End Report 552 The Transport Monitor Report 557 What’s Next 562 Chapter 10 Make Mine to Go: Mobile Reporting 564 The Mobile Environment 565 Responsive Rendering 565 Adaptive Rendering 566 Getting Started with Mobile Report Publisher 566 Installing Mobile Report Publisher 566 Launching Mobile Report Publisher 567 Our First Mobile Report: The Mobile Dashboard 567 Mobile Reports with Navigators 587 The Delivery Analysis Mobile Report 587 Package Weight by Planet Mobile Report 598 Mobile Reports with Drillthrough 607 Employee Hours by Hub Mobile Reports 607 Mobile Report Publisher Report Settings 622 Layout Grid Resolution 622 Settings Tab 622 Time to Be Served 623 Part III Report Serving 624 Chapter 11 Traveling Portal-to-Portal: The Reporting Services Web Portal 626 Folders 628 The Web Portal 628 Moving Reports and Supporting Files to the Report Server 633 Deploying Reports Using the Report Designer 633 Uploading Reports Using the Web Portal 641 Uploading Other Items Using the Web Portal 649 Modifying Reports from the Report Server 652 Managing Items in Folders 654 Moving Items Between Folders 654 Deleting a Folder 655 Renaming a Folder 655 Seek and Ye Shall Find: Search and Find Functions 656 Searching for a Report 656 Finding Text Within a Report 656 Report Output Formats 657 Exporting Reports in Other Formats 657 The Atom Data Feed 660 Printing from the Web Portal 662 Managing Reports on the Report Server 663 Security 663 Roles 667 Linked Reports 679 Creating a Linked Report 680 Key Performance Indicators in the Web Portal 683 Creating KPIs in the Web Portal 684 Reporting Services in SharePoint Integrated Mode 689 Creating a Document Library 690 Deploying a Report to a Document Library 694 Managing Reports 695 Security Roles 695 Data Alerts 696 Delivering the Goods 699 Chapter 12 Delivering the Goods: Report Delivery 700 The Joy of Sharing 701 Shared Datasets 701 Report Parts 710 Using Shared Datasets and Report Parts Wisely 718 Caching In 718 Report Caching 719 Enabling Report Caching 722 Report Snapshots 727 Enabling Report Snapshots 727 Cache Refresh Options 729 Cache Refresh Plans 730 Report History 732 Enabling Report History 732 Managing Report History Snapshots 737 Updating Report Definitions and Report History Snapshots 738 Subscriptions 739 Standard Subscriptions 740 Managing Your Subscriptions 744 Data-Driven Subscriptions 746 Site Settings 752 The General Site Settings Page 752 Branding Site Settings Page 753 Managing Brand Packages 757 Other Pages Accessed from the Site Settings Page 759 Managing Reporting Services Through the SQL Server Management Studio 759 Additional Settings 763 Building On 763 Chapter 13 Teamwork: Integrating Reporting Services 764 Using Reporting Services Without the Web Portal 765 URL Access 765 Web Service Access 780 The Report Viewer Control 785 SharePoint Web Parts 791 Pinning SSRS Visualizations to Power BI 793 Reporting Services Utilities 798 Best Foot Forward 810 Chapter 14 Well Begun: Best Practices 812 Report Authoring Practices 813 Use Report Templates 813 Use Shared Data Sources 813 Use Views and Stored Procedures 814 Use Navigation Features 814 Report Deployment Practices 814 Create a Backup of the Encryption Key 814 Review Reports Before Deploying 815 Use Linked Reports 815 Use Folders and Descriptions to Organize Reports 815 Assign Security at the Folder Level 815 Assign Security to Domain Groups 816 Assign Only the Rights Needed 816 Hide Items 816 Deploy Supporting Items to the Report Server 816 Use Caching and Snapshots 817 Where Do We Go from Here? 817 Index 818 A 818 B 820 C 820 D 823 E 826 F 828 G 829 H 830 I 830 J 831 K 831 L 831 M 833 N 834 O 835 P 835 Q 837 R 838 S 841 T 845 U 846 V 847 W 848 X 848