Reporting with Microsoft SQL Server 2012
By James Serra and Bill Anton
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About this ebook
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!
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