Transcript
Northern Region IT Professional Development Program 2010
Data Warehousing (DAY 4)
Siwawong W.Project Manager
2010.05.28
Northern Region IT Professional Development Program 2010
Agenda
09:00 – 09:15 Registration
09:15 – 09:30 Review 3rd Day class
09:30 – 10:00 Introduction to SSRS
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’)
Northern Region IT Professional Development Program 2010
3rd Day Review
Northern Region IT Professional Development Program 2010
SSIS & SSAS Review
• BI vs DW
• BIDS = Business Intelligence Development Studio
• SSIS = MS-SQL Server Integration Services– Import & Export Wizard– SSIS Package & Components
• SSAS = MS-SQL Server Analysis Services– CUBE, Dimension, Level– OLAP processing
Northern Region IT Professional Development Program 2010
Server 2005 Reporting Services (SSRS)
Northern Region IT Professional Development Program 2010
MS-SQL2005: SSRS
• The Reporting Services Architecture• Using Report Designer• Publishing a Report• Using Report Manager
Northern Region IT Professional Development Program 2010
The Reporting Services Architecture
• Report Server is the core engine that drives Reporting Services. • Report Manager is a Web-based administrative interface for Reporting Services.
• Report Designer is a developer tool for building complex reports.
• Report Builder is a simplified end-user tool for building reports.
• The Report Server database stores report definitions. Reports themselves can make use of data from many different data sources.
Northern Region IT Professional Development Program 2010
Using Report Designer
• Reporting Services includes two tools for creating reports:– 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.
– 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.
Northern Region IT Professional Development Program 2010
Using the Report Wizard
• 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.
• You can make the following choices in the wizard:– The data source to use– The query to use to retrieve data– Whether to use a tabular or matrix layout for the report– How to group the retrieved data– What visual style to use– Where to deploy the finished report
Northern Region IT Professional Development Program 2010
Demo for Using the Report Wizard
(1) File New Project..
(2) Select “Report Server Project Wizard” template
Click Here
Northern Region IT Professional Development Program 2010
Demo for Using the Report Wizard
(3) Identify new Data Source (by following picture)
(4) Identify Credentials
Check here too
Northern Region IT Professional Development Program 2010
Demo for Using the Report Wizard
(5) Design the Query
(6) Build a Query
Add “Product” table.Select Name, ProductNumber, Color, and ListPrice columns.
Northern Region IT Professional Development Program 2010
Demo for Using the Report Wizard
(7) Select Report Type
(8) Design report
(9) Select ‘Step’ layout
Northern Region IT Professional Development Program 2010
Demo for Using the Report Wizard
(10) Select ‘Ocean’ style
(11) Accept default deployment
(12) Check on Preview & Finish
Northern Region IT Professional Development Program 2010
Demo for Using the Report Wizard
(13) Preview Result
Northern Region IT Professional Development Program 2010
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)
Northern Region IT Professional Development Program 2010
Publishing a Report
(1) Right-Click on Project properties
Click on Configuration button
Change URL as show in below text
Change to Production
Northern Region IT Professional Development Program 2010
Publishing a Report
(2) Start Deploy…
(3) Check Output result
(4) Go to SSMS Connect
(5) Login for Reporting Services
Northern Region IT Professional Development Program 2010
Publishing a Report
(6) View Reports in SSMS
(7) The report will open in your Web browser.
Northern Region IT Professional Development Program 2010
Using Report Manager
Report Manager Interface
• View allows you to see the current data in the report.• Properties lets you adjust such things as the report’s name, data source, security credentials, caching, and end-user security.• History shows you saved snapshots of the report.• 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.
Northern Region IT Professional Development Program 2010
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
Northern Region IT Professional Development Program 2010
Building OLAP Reporting
(3) Add new Item Blank Report
(4) New Blank Report appear
Northern Region IT Professional Development Program 2010
Building OLAP Reporting
(5) Add new Data Set
Northern Region IT Professional Development Program 2010
Building OLAP Reporting
(6) Add Columns from Metadata tab (following SSAS example)
Northern Region IT Professional Development Program 2010
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
Northern Region IT Professional Development Program 2010
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 "bracket" figure appears
Northern Region IT Professional Development Program 2010
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
Northern Region IT Professional Development Program 2010
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
Northern Region IT Professional Development Program 2010
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)
Northern Region IT Professional Development Program 2010
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
Northern Region IT Professional Development Program 2010
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)
Northern Region IT Professional Development Program 2010
Make it drill-down…
(8) Preview the Drill-down report
Northern Region IT Professional Development Program 2010
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
Northern Region IT Professional Development Program 2010
SSRS: Exercise
• 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
Northern Region IT Professional Development Program 2010
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/
Northern Region IT Professional Development Program 2010
Assignment for DW/BI Project
AdventureWorks
SS
IS
Track4DW
• Currency• Customer• DepartmentGroup• Employee• Geography• Product• etc.
SS
AS
Customer
Supplier
Product
Employee
Payment
SS
RS
Customer
Supplier
Product
Employee
Payment
Northern Region IT Professional Development Program 2010
Assignment for DW/BI Project (Detail)
• Source data: AdventureWorks database• Transform data from AdventureWorks to Track4DW• Track4DW database
– Use same structures as AdventureWorks – If you need more tables, please create by yourself.
• Process OLAP data for 5 concern areas: -– Customer, Supplier, Product, Employee, Financial
• Generate BI reports/areas– 2 BI reports defined by instructor– 1 BI reports created by each team
Northern Region IT Professional Development Program 2010
Assignment for DW/BI Project (Criteria)
• 5 Groups, 6 members/group• Present process since transform data until generate
reports• Presentation in English
Northern Region IT Professional Development Program 2010
Assignment: Transform Data
Track4DWPerson.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)
Northern Region IT Professional Development Program 2010
Assignment: Reporting
Customer
Customer• Sales Amount By Territory• Sales Amount By Product
• Purchase Amount By Territory• Purchase Amount By Product
Supplier
Supplier
Product
Product• Selling Product By Territory• Purchasing Product By Territory
Employee
Employee• Sales Amount By Employee• Purchase Amount By Employee
Payment
Payment• Gross Profit-Loss By Year – Quarter - Month
ALL reports are able to drill down by Year – Quarter - Month
Northern Region IT Professional Development Program 2010
Thank you for your attention!
siwawong@blueball.co.thwww.blueballgroup.com
top related