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Data Warehousing (DAY 4) Siwawong W. Project Manager 2010.05.28
Agenda Introduction to SSRS 09:30 – 10:00 09:00 – 09:15 Registration 09:15 – 09:30 Review 3 rd  Day class 10:00 – 10:30 SS...
3 rd  Day Review
SSIS & SSAS Review <ul><li>BI vs DW </li></ul><ul><li>BIDS = Business Intelligence Development Studio </li></ul><ul><li>SS...
Server 2005 Reporting Services (SSRS)
MS-SQL2005: SSRS <ul><li>The Reporting Services Architecture </li></ul><ul><li>Using Report Designer </li></ul><ul><li>Pub...
The Reporting Services Architecture <ul><li>Report Server is the  core engine  that drives Reporting Services. </li></ul><...
Using Report Designer <ul><li>Reporting Services includes two tools for creating reports: </li></ul><ul><ul><li>Report Des...
Using the Report Wizard <ul><li>The easiest way to create a report in  Report Designer  is to use the  Report Wizard . Lik...
Demo for  Using the Report Wizard (1) File    New    Project.. (2) Select “Report Server Project Wizard” template Click ...
Demo for  Using the Report Wizard (3) Identify new Data Source (by following picture) (4) Identify Credentials Check here ...
Demo for  Using the Report Wizard (5) Design the Query (6) Build a Query Add “Product” table. Select Name, ProductNumber, ...
Demo for  Using the Report Wizard (7) Select Report Type (8) Design report (9) Select ‘Step’ layout
Demo for  Using the Report Wizard (10) Select ‘Ocean’ style (11) Accept default deployment (12) Check on Preview & Finish
Demo for  Using the Report Wizard (13)  Preview Result
Modify a Report Click on “Data” tab. Change to “Descending” Click on “Layout” tab. Adjust header and column’s width Then, ...
Publishing a Report (1) Right-Click on Project    properties Click on Configuration button Change URL as show in below te...
Publishing a Report (2) Start Deploy… (3) Check Output result (4) Go to SSMS    Connect (5) Login for Reporting Services
Publishing a Report (6) View Reports in SSMS (7) The report will open in your Web browser.
Using Report Manager Report Manager Interface <ul><li>View  allows you to see the current data in the report. </li></ul><u...
Building OLAP Reporting (1) Add new projects in Analysis Solution Crete new Report Project Add new Data Source (2) Add new...
Building OLAP Reporting (3) Add new Item    Blank Report (4) New Blank Report appear
Building OLAP Reporting (5) Add new Data Set
Building OLAP Reporting (6) Add Columns from Metadata tab (following SSAS example)
Building OLAP Reporting (7) Add Filter as you want  Criteria Execute Query (for Preview) (8) Go to Layout View    Add Mat...
Building OLAP Reporting (9) Drag field to reports as shown picture CalendarYear CalendarQuarter Drag field “ MonthNumberOf...
Building OLAP Reporting (10) Add column as you want and realign field/change caption (11) Preview the report Change filter...
Make it more professional.. (11) Right-Click on Sum(Amount) field Select the properties field (12) Select tab “Format”   ...
Make it drill-down… (1) Right-Click on Matrix    select properties (2) Click on “Group” tab    click on Add button Ident...
Make it drill-down… (4) Right-Click on new field in main report    select Properties Change field name to make-sense (5) ...
Make it drill-down… (6) Click on “Visibility” tab and check option  & identify field as below picture  (7) Ordering rows f...
Make it drill-down… (8) Preview the Drill-down report
Add sub-total for each Group-By (1) From Layout View    right-click on Group-By field    select “Sub Total”    Add “Sub...
SSRS: Exercise <ul><li>Use Report Builder to create a report from the  AdventureWorks  data model showing the minimum and ...
References/External Links (1)  SSIS Tutorial: SQL Server 2005 Reports Services Tutorial   http://www.accelebrate.com/sql_t...
Assignment for DW/BI Project AdventureWorks SSIS Track4DW <ul><li>Currency </li></ul><ul><li>Customer </li></ul><ul><li>De...
Assignment for DW/BI Project (Detail) <ul><li>Source data:  AdventureWorks  database </li></ul><ul><li>Transform data from...
Assignment for DW/BI Project (Criteria) <ul><li>5 Groups, 6 members/group </li></ul><ul><li>Present process since transfor...
Assignment: Transform Data Track4DW Person.Address Person.StateProvince Person.CountryRegion Sales.Customer Person.Contact...
Assignment: Reporting Product <ul><li>Selling Product By Territory </li></ul><ul><li>Purchasing Product By Territory </li>...
Thank you for your attention! [email_address] www.blueballgroup.com
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It ready dw_day4_rev00

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It ready dw_day4_rev00

  1. 1. Data Warehousing (DAY 4) Siwawong W. Project Manager 2010.05.28
  2. 2. Agenda Introduction to SSRS 09:30 – 10:00 09:00 – 09:15 Registration 09:15 – 09:30 Review 3 rd Day class 10:00 – 10:30 SSRS Workshop 10:30 – 10:45 Break & Morning Refreshment 10:45 – 12:00 SSRS Exercise 12:00 – 13:00 Lunch Break 13:00 – 15:00 BI Workshop 15:00 – 15:15 Break 15:15 – 16:00 BI Workshop (Cont’)
  3. 3. 3 rd Day Review
  4. 4. SSIS & SSAS Review <ul><li>BI vs DW </li></ul><ul><li>BIDS = Business Intelligence Development Studio </li></ul><ul><li>SSIS = MS-SQL Server Integration Services </li></ul><ul><ul><li>Import & Export Wizard </li></ul></ul><ul><ul><li>SSIS Package & Components </li></ul></ul><ul><li>SSAS = MS-SQL Server Analysis Services </li></ul><ul><ul><li>CUBE, Dimension, Level </li></ul></ul><ul><ul><li>OLAP processing </li></ul></ul>
  5. 5. Server 2005 Reporting Services (SSRS)
  6. 6. MS-SQL2005: SSRS <ul><li>The Reporting Services Architecture </li></ul><ul><li>Using Report Designer </li></ul><ul><li>Publishing a Report </li></ul><ul><li>Using Report Manager </li></ul>
  7. 7. The Reporting Services Architecture <ul><li>Report Server is the core engine that drives Reporting Services. </li></ul><ul><li>Report Manager is a Web-based administrative interface for Reporting Services. </li></ul><ul><li>Report Designer is a developer tool for building complex reports. </li></ul><ul><li>Report Builder is a simplified end-user tool for building reports. </li></ul><ul><li>The Report Server database stores report definitions. Reports themselves can make use of data from many different data sources. </li></ul>
  8. 8. Using Report Designer <ul><li>Reporting Services includes two tools for creating reports: </li></ul><ul><ul><li>Report Designer can create reports of any complexity that Reporting Services supports, but requires you to understand the structure of your data and to be able to navigate the Visual Studio user interface. </li></ul></ul><ul><ul><li>Report Builder provides a simpler user interface for creating ad hoc reports, directed primarily at business users rather than developers. Report Builder requires a developer or administrator to set up a data model before end users can create reports. </li></ul></ul>
  9. 9. Using the Report Wizard <ul><li>The easiest way to create a report in Report Designer is to use the Report Wizard . Like all wizards, the Report Wizard walks you through the process in step-by-step fashion. </li></ul><ul><li>You can make the following choices in the wizard: </li></ul><ul><ul><li>The data source to use </li></ul></ul><ul><ul><li>The query to use to retrieve data </li></ul></ul><ul><ul><li>Whether to use a tabular or matrix layout for the report </li></ul></ul><ul><ul><li>How to group the retrieved data </li></ul></ul><ul><ul><li>What visual style to use </li></ul></ul><ul><ul><li>Where to deploy the finished report </li></ul></ul>
  10. 10. Demo for Using the Report Wizard (1) File  New  Project.. (2) Select “Report Server Project Wizard” template Click Here
  11. 11. Demo for Using the Report Wizard (3) Identify new Data Source (by following picture) (4) Identify Credentials Check here too
  12. 12. Demo for Using the Report Wizard (5) Design the Query (6) Build a Query Add “Product” table. Select Name, ProductNumber, Color, and ListPrice columns.
  13. 13. Demo for Using the Report Wizard (7) Select Report Type (8) Design report (9) Select ‘Step’ layout
  14. 14. Demo for Using the Report Wizard (10) Select ‘Ocean’ style (11) Accept default deployment (12) Check on Preview & Finish
  15. 15. Demo for Using the Report Wizard (13) Preview Result
  16. 16. Modify a Report Click on “Data” tab. Change to “Descending” Click on “Layout” tab. Adjust header and column’s width Then, view report again (preview)
  17. 17. Publishing a Report (1) Right-Click on Project  properties Click on Configuration button Change URL as show in below text Change to Production
  18. 18. Publishing a Report (2) Start Deploy… (3) Check Output result (4) Go to SSMS  Connect (5) Login for Reporting Services
  19. 19. Publishing a Report (6) View Reports in SSMS (7) The report will open in your Web browser.
  20. 20. Using Report Manager Report Manager Interface <ul><li>View allows you to see the current data in the report. </li></ul><ul><li>Properties lets you adjust such things as the report’s name, data source, security credentials, caching, and end-user security. </li></ul><ul><li>History shows you saved snapshots of the report. </li></ul><ul><li>Subscriptions lets you create subscriptions to the report. Subscriptions allow you to set up periodic delivery of reports to end users by e-mail or file share. </li></ul>
  21. 21. Building OLAP Reporting (1) Add new projects in Analysis Solution Crete new Report Project Add new Data Source (2) Add new Data Source as SSAS
  22. 22. Building OLAP Reporting (3) Add new Item  Blank Report (4) New Blank Report appear
  23. 23. Building OLAP Reporting (5) Add new Data Set
  24. 24. Building OLAP Reporting (6) Add Columns from Metadata tab (following SSAS example)
  25. 25. Building OLAP Reporting (7) Add Filter as you want Criteria Execute Query (for Preview) (8) Go to Layout View  Add Matrix data grid in report
  26. 26. Building OLAP Reporting (9) Drag field to reports as shown picture CalendarYear CalendarQuarter Drag field “ MonthNumberOfYear ” to the right side of the bottom right corner box, where we dropped the “CalendarQuarter” field in the previous step, dropping the field when the white &quot;bracket&quot; figure appears
  27. 27. Building OLAP Reporting (10) Add column as you want and realign field/change caption (11) Preview the report Change filter as you want Click on this button for re-query Display a result on this area
  28. 28. Make it more professional.. (11) Right-Click on Sum(Amount) field Select the properties field (12) Select tab “Format”  click on “…” Select “Standard” Option and click on “Currency” (13) Click on Preview to see the result
  29. 29. Make it drill-down… (1) Right-Click on Matrix  select properties (2) Click on “Group” tab  click on Add button Identify field for Group By (e.g. Quarter) (3) Identify field for Group-By (e.g. Quarter)
  30. 30. Make it drill-down… (4) Right-Click on new field in main report  select Properties Change field name to make-sense (5) Add another Group-By (e.g. Quarter) By repeat step1 - 3
  31. 31. Make it drill-down… (6) Click on “Visibility” tab and check option & identify field as below picture (7) Ordering rows for display (e.g. Quarter  Month)
  32. 32. Make it drill-down… (8) Preview the Drill-down report
  33. 33. Add sub-total for each Group-By (1) From Layout View  right-click on Group-By field  select “Sub Total”  Add “Subtotal” for both Group-By fields (2) Preview the result
  34. 34. SSRS: Exercise <ul><li>Use Report Builder to create a report from the AdventureWorks data model showing the minimum and maximum order quantity for orders taken by each salesperson in the company. You’ll find the necessary data in the SalesOrderHeader and SalesOrderDetail tables </li></ul>
  35. 35. References/External Links (1) SSIS Tutorial: SQL Server 2005 Reports Services Tutorial http://www.accelebrate.com/sql_training/ssrs_tutorial.htm (2) Mastering OLAP Reporting: Prototype KPIs in Reporting Services By William Pearson http://www.databasejournal.com/features/mssql/article.php/10894_3627351_1/Mastering-OLAP-Reporting--Prototype-KPIs--in-Reporting-Services.htm (3) MSSQL Server Reporting Services: Extending Conditional Formatting: SWITCH and Drilldown Defaults By William Pearson http://www.databasejournal.com/features/mssql/article.php/10894_3527321_1/
  36. 36. Assignment for DW/BI Project AdventureWorks SSIS Track4DW <ul><li>Currency </li></ul><ul><li>Customer </li></ul><ul><li>DepartmentGroup </li></ul><ul><li>Employee </li></ul><ul><li>Geography </li></ul><ul><li>Product </li></ul><ul><li>etc. </li></ul>SSAS SSRS Customer Supplier Product Employee Payment Customer Supplier Product Employee Payment
  37. 37. Assignment for DW/BI Project (Detail) <ul><li>Source data: AdventureWorks database </li></ul><ul><li>Transform data from AdventureWorks to Track4DW </li></ul><ul><li>Track4DW database </li></ul><ul><ul><li>Use same structures as AdventureWorks </li></ul></ul><ul><ul><li>If you need more tables, please create by yourself. </li></ul></ul><ul><li>Process OLAP data for 5 concern areas: - </li></ul><ul><ul><li>Customer, Supplier, Product, Employee, Financial </li></ul></ul><ul><li>Generate BI reports/areas </li></ul><ul><ul><li>2 BI reports defined by instructor </li></ul></ul><ul><ul><li>1 BI reports created by each team </li></ul></ul>
  38. 38. Assignment for DW/BI Project (Criteria) <ul><li>5 Groups, 6 members/group </li></ul><ul><li>Present process since transform data until generate reports </li></ul><ul><li>Presentation in English </li></ul>
  39. 39. Assignment: Transform Data Track4DW Person.Address Person.StateProvince Person.CountryRegion Sales.Customer Person.Contact Sales.Individual FactInternetSales *DimVendor DimGeography DimCustomer SalesOrderHeader SalesOrderDetail Purchasing.Vendor Purchasing. VendorAddress Purchasing. VendorContact *FactPurchase DimTime PurchaseOrderDetail PurchaseOrderHeader 1 2 3 4 5 = New Tables = Existing Tables (Need to clean before import)
  40. 40. Assignment: Reporting Product <ul><li>Selling Product By Territory </li></ul><ul><li>Purchasing Product By Territory </li></ul>Employee <ul><li>Sales Amount By Employee </li></ul><ul><li>Purchase Amount By Employee </li></ul>Payment <ul><li>Gross Profit-Loss By Year – Quarter - Month </li></ul>ALL reports are able to drill down by Year – Quarter - Month Customer Customer <ul><li>Sales Amount By Territory </li></ul><ul><li>Sales Amount By Product </li></ul><ul><li>Purchase Amount By Territory </li></ul><ul><li>Purchase Amount By Product </li></ul>Supplier Supplier Product Employee Payment
  41. 41. Thank you for your attention! [email_address] www.blueballgroup.com

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