DBIS_Report_Publishing_Version_1_April_1

Report publishingDBIS

DBIS Standard Report PublishingSteps

1. After developing query in SSMS, have T-SQL code ready to copy,

and list of tables used in query.*

2. Open DBIS – open Query Depot, create folder for report, and run

query. This serves as validation for query, and possibly can be

used in the future for testing modifications.

3. Create report

4. Test report – run report in Reports to Go

* Only need list of tables that are the result of package runs – loads and appends – the first part of this presentation deals with simple report creation

DBIS Report PublishingQuery Depot

Open Query Depot; - Tools / Query Depot

Queries / New / Folder

DBIS Report PublishingQuery Depot

Give report meaningful name, similar to your report name – you will go back later and rename with the report name once it’s assigned

Locate your object; right-click, select New > Query

DBIS Report PublishingQuery Depot

Give it a meaningful name that works for you – just be consistent – this is your place to test and document your queries.

DBIS Report PublishingQuery Depot

Connect to the appropriate server

DBIS Report PublishingQuery Depot

Drop your T-SQL in the code window to the right, and run your query – the results will display in the window at the bottom, similar to SSRS

DBIS Report PublishingQuery Depot

The results will display in the window at the bottom, similar to SSRS – you’re ready to develop your report

DBIS Standard Report PublishingReport creation

• First, determine what category you are going to replace the report in

DBIS Standard Report PublishingReport creation

• Determine what category you are going to replace the report in; Say, for example, you want to put it in Customer Activity / Completed Jobs in Reports/ Residential / Texas

• Right-click on category folder, and get ready to name your report

DBIS Report PublishingStandardReport creation

Select New/Report/Standard Report

DBIS Report PublishingReport creation

Now enter the name for your report

DBIS Report PublishingReport creation

A report number will automatically be assigned

DBIS Report PublishingReport creation

Next: Bring in query for report – right click on report object; New / Query

DBIS Report PublishingReport creation

Next: Name query – for every separate query you have, that will represent one tab in Reports To Go. Reports are often, for example, broken down between Residential and Commerical, with separate tabs and separate underlying queries. Or with 3 tabs, by region (NTX, CTX, STX)

DBIS Report PublishingReport creation

Next: Right-click on query object

DBIS Report PublishingReport creation

Next: Select Properties for your query

DBIS Report PublishingReport creation

Next: Select server from drop-down

DBIS Report PublishingReport creation

Next: Select server from drop-down

DBIS Report PublishingReport creation

Next: Paste query in query window, overwriting default T-SQL

DBIS Report PublishingReport creation

• Note: Description field may be used later for documenting modifications

DBIS Report PublishingReport creation

Next: Paste query in query window, overwriting default T-SQL

Export to Excel functionality• You will most likely want to set up the ability for the user to export to

excel• Right-click on object name; New > Export

Export to Excel functionality• User will be able to run reports on their own, and export to excel

Export to Excel functionality• Right click on export object; define properties; enable if so desired.• Save changes

DBIS Report PublishingReport creation

Next: Check Excel; Enabled; Save changes *

* Note: You may want to wait until process is fully tested before enabling package, especially if there is a related pacakage table append

Dependencies

• Need to set up dependencies – any report that uses tables that are the result of packages with table loads/appends need to be set up. Should have list of applicable tables ready.

Dependencies

Right-click on report object name / View package

Dependencies

Click on Dependencies tab

DependenciesUsing drop-downs, add appropriate tables used in the query

DependenciesUsing drop-downs, add appropriate tables used in the query

Click “Add” button to add to list of tables with dependencies

End of Standard Report Publishing

• With no load / append packages

REMINDER

• Remember to include that all reports need to have dependencies set up, whether there is a package for a table load/append involved or not

• Discuss timing issues, such as monthly reports run on the 19th if low usage

Package Scheduling