NiUG 2015 Using SSRS and Understanding How It Ties Into iMIS...Create a Data Source to the iMIS Database 1. From Report Data (located in the top left corner) select New>>Data Sources.

NiUG 2015 Using SSRS and Understanding

How It Ties Into iMIS

Presented by:

Tina Haglund, CiP, iMIS Practice Manager

InterDyn BMI, A Columbus Company

[email protected]

www.InterDynBMI.com

1

Table of Contents Logins and Passwords ................................................................................................................................... 3

iMIS ........................................................................................................................................................... 3

SQL ............................................................................................................................................................ 3

Lab 1 .............................................................................................................................................................. 4

Creating a New Project in Visual Studio (BIDS) ......................................................................................... 4

Create a Data Source to the iMIS Database .............................................................................................. 6

Create a new Dataset ................................................................................................................................ 7

Add a Table to the Report Design ............................................................................................................. 9

Add a Parameter ..................................................................................................................................... 11

Adding a Dataset to a Parameter ............................................................................................................ 14

Adding Report to Staff Site with Report Display iPart ............................................................................ 15

Creating a Content Records with Report Display iPart ........................................................................... 17

View Company Roster in Staff Site ......................................................................................................... 18

Lab 2 ............................................................................................................................................................ 19

Create IQA Query .................................................................................................................................... 19

Download the IQA RDL File ..................................................................................................................... 23

Modify Data Source Generated from iMIS Query .................................................................................. 26

Uploading Report (rdl) to RiSE Site ......................................................................................................... 29

Creating a Content Records with SSRS Report iPart ............................................................................... 31

View CEU Certificate in RiSE Site ............................................................................................................. 33

More Info… ................................................................................................................................................. 34

Location of iMIS Out of the Box SSRS Reports ........................................................................................ 34

2

Logins and Passwords

iMIS Version: 20.2.1.235

RiSE site: http://localhost/imis20/SSRS_Class

Staff site: http://localhost/imis20/SSRS_Staff

Reports Manager: http://win-6a38tbm3fi/reports

Username: manager

Password: manager123

Username: brianm

Password: demo123

***USE FAVORITES***

SQL Username: sa

Password: niug

Database: imis20

3

Lab 1 Step by Step Instructions: Create a New iMIS SSRS Report Using Visual Studio (BIDS) without IQA Query Note: This type of report can be added to the Staff site or RiSE site using the Report Display iPart or the Reports Manager website. Let’s get started…….

Creating a New Project in Visual Studio (BIDS) 1. Remote Desktop to your provided URL. Create a New Project is Visual Studio 3. From the desktop select Visual Studio from the taskbar. 5. From the menu select File>>New>>Project>>Report Server Project. 6. Enter in Name (below is NiUG 2015 SSRS TCH – use your initials instead of TCH) 7. Uncheck the create directory for solution (if this is not already unchecked)

• If this is not checked 2 folders with the same name get created and it gets a little confusing.

8. Click the Ok button. 9. From the Solution Explorer (located on the right top of the screen) click on the Reports folder.

4

Note: If the Solution Explorer window is missing from the menu select Windows>>Reset Windows Layout. 10. Right click select Add>>New Item. 11. Select Report from under the Templates area. 12. Enter in the Name field. (In the example below the report is named CompanyRoster.rdl)

13. Click the OK button.

5

Create a Data Source to the iMIS Database 1. From Report Data (located in the top left corner) select New>>Data Sources. Note: If Report Data is missing from the menu select View>>Report Data. 1. Enter the Name (Example below is iMIS) 2. Click the Edit button. 3. Enter the Server name . for localhost 4. Select User SQL Server Authentication 5. Enter User name sa and Password niug 6. Check the Save my password box. 7. Select or enter a database name as iMIS. 8. Click on the Test Connection button.

9. Click the OK button on the Test results screen. 10. Click the OK button. 11. Click the OK button. 12. Click File>>Save All

6

Create a new Dataset 1. From Report Data (located in the top left corner) select Data Sources and right click. Note: If Report Data is missing from the menu select View>>Report Data. 2. Select Add Dataset 3. Enter the Name (Example below is iMISCompanyRoster) 4. Select the Use a dataset embedded in my report option. 5. Select iMIS from the Data source drop down. 6. Click the Query Designer button.

7. Click on the Edit As Text button from the Query Designer menu if it is selectd. 8. Select the Add Table icon from the top menu on the Query Designer. 9. Add the Name table.

7

10. Select the fields you would like to appear on your report by clicking on the box next to the field name. • ID • Company • Member_Type • Last_First • Status • Paid_Thru

11. Click in the Sort Order on the Last_First and select 1 to sort by the individual’s last name, first name. 12. Click the exclamation point on the Query Designer menu to return the results.

13. Click the OK button 14. Click the OK button Note: You should now be back to the report design screen.

8

Add a Table to the Report Design 1. On the left of the screen you will see Toolbox. 2. Click on the Toobox and select Table. 3. Drag and drop the Table to the Design of the report. 4. Click on the Table on the first field in the Data section and select your field.

• Add ALL of the fields. 5. When you run out of spaced right click on the top grey menu and select Insert Column>>Right. 6. From the menu select File>>Save All 7. Your report should look something like the report below:

8. Click on the Preview tab to view your report. 9. After you have reviewed your report click on the Design tab to get back into Design mode.

9

10. Below are some items optional items you can do to make your report look a little nicer. • Increase the field sizes. • Make the field labels bold • Change the labels (by double clicking in the field) • Change sorts

Note: Visual Studio is a Microsoft product so it has many of the same features as Microsoft Excel and Microsoft Word. 11. From the menu select File>>Save All. 12. Click on the Preview tab to view your report. 13. After you have reviewed your report click on the Design tab to get back into Design mode. 14. From Report Data (located in the top right corner) select Parameters and right click. Note: If Report Data is missing from the menu select View>>Report Data.

10

Add a Parameter 1. Select Add Parameter 2. Enter the Name (Example below is MemberType) **No spaces 3. Enter Prompt (Example below is Please enter Member Type) 4. Select Data type Text 5. Click the OK button

6. The next step is to add the MemberType parameter to the iMISCompanyRoster Dataset. 7. Select the iMISCompanyRoster Dataset and right click. 8. Select Query 9. Add the @MemberType to the Filter field next to MemberType. 10. Click the OK button

11

11. Click on the Preview tab to view your report. 12. Enter in M (for regular member in the Please enter Member Type field) 13. Click the View Report button

12

14. Click on the Design tab to go back to design mode. 15. To add a dropdown to the Please enter Member Type parameter we will need to create a new

dataset to pull the iMIS member types and descriptions. 16. From Report Data (located in the top left corner) select New>>Dataset.

• Note: If Report Data is missing from the menu select View>>Report Data. 17. Select Add Dataset 18. Enter the Name (Example below is MemberType) 19. Select iMIS from the Data source drop down. 20. Click the Query Designer button. 21. Select the table with the plus sign from the Query Designer menu. 22. Add the Member_Types from Tables. 23. Click the Add button 24. Select Member_Type and Description fields. 25. Add the Sort Order of 1 to the Description. 26. Click the exclamation point on the Query Designer menu to return the results.

27. Click the OK button 28. Click the OK button

• Note: You should now be back to the report design screen.

13

Adding a Dataset to a Parameter 1. From Parameters select MemberType and right click 2. Select Parameter Properties 3. Click on Available Values 4. Select Get values from a query 5. In the Dataset select MemberType 6. In the Value field select MemberType 7. In the Label field select Description

8. Click on the Preview tab to run your report. 9. Select Regular Member from the Please enter member type and click on the View Report button. 10. Your report will now look something like the report below 11. Click File>>Save All 12. Close Visual Studio (BIDS)

14

Adding Report to Staff Site with Report Display iPart

1. Open Chrome and click on SSRS Staff Site favorite. 2. Login as Manager 3. Select RiSE from the navigation and Document System 4. Scroll to the SSRS Training folder and double click (you may need to create your own folder if you

see the SSRS Training folder is already created.) 5. From the menu select New>>Reporting Services Template 6. Click the Select button across from the Select file 7. Browse to the CompanyRoster.rdl file 8. Double click on CompanyRoster.rdl 9. Click the Upload button

10. Select RiSE from the navigation and Page Builder 11. Select the SSRS_Staff folder 12. From the menu select New>>Website Content 13. Enter the Title as Company Roster 14. Click Add content 15. Select the Utility folder and then Report Display iPart

15

16. Click the select link next to the Document system path to the SSRS Report template. 17. Browse to YOUR SSRS Training folder and select the CompanyRoster.rdl file. 18. Click the Ok button 19. Click the Save & Publish button

16

Creating a Content Records with Report Display iPart

1. From the menu select RiSE>>Site Builder>>Manage websites 2. Select SSRS_Staff from the dropdown list. 3. Click on Community 4. From the menu select New>>Website Navigation Item 5. Enter in Navigation Link Text as Company Roster 6. Click the select link next to the Content or URL to Link to. 7. Browse to the SSRS_Staff folder and select the Company Roster content item.

8. Click the Save button 9. Select the Company Roster navigation item 10. Click Publish from the navigation menu. 11. Click the Ok button

17

View Company Roster in Staff Site

1. To view the Company Roster SSRS report in the staff site click on Communities from the main navigation

2. Select Company Roster from the left navigation 3. Add a member type and click the Refresh button.

18

Lab 2 Step by Step Instructions: Create a New iMIS SSRS Report Using Visual Studio (BIDS) with an IQA Query Note: This type of report can be added to the Staff site or RiSE site using the SSRS Report iPart.

Create IQA Query 1. Go into Chrome 2. Click on the SSRS Staff Site favorite. 3. Sign in as Manager 4. Click on RiSE>>Intelligent Query Architect 5. Select the SSRS Training folder from the list. 6. From the menu select New>>Query 7. Enter the Name as CEU Certificate TCH (Instead of TCH use your own initials)

8. Click on Sources 9. Add Sources CsContact and CsActivity

19

10. Click on filters 11. Add a filter for Activity Type = CEU and iMIS Id = “@SelectedID”

Note: The @SelectedID used with the iMIS ID on CsContact is a dynamic parameter. This will automatically pass the login ID of the person who has logged in on the Staff or RiSE site.

20

12. Click on display 13. Add the following fields:

• Company • iMIS Id • Full Name • Transaction Date • Description • Units

14. Click the Save button in the upper right corner. 15. Click the Run tab.

21

16. The query should return records only for the manager record. (This is the record that we are currently logged in as.)

17. Click the Report tab

22

Download the IQA RDL File

1. To download the RDL file from dynamically generated SSRS report from iMIS click on the Save Report Definition to Workstation button.

2. Click on the downloaded report and click Show in Folder. 3. Move the rdl file to your desktop so that you can find this easily. 4. Click Close on the IQA query. 5. Minimize the staff site. 6. Go back into BIDS 7. From your existing project NiUG 2015 SSRS (your initials) RIGHT click on Reports under the

Solution Explorer over on the right side of the screen. 8. Select Add>>Existing Item

23

9. Click on the Desktop 10. Select the CEUCertificate(your initials).rdl 11. Click the Add button

12. Double click on the CEUCertificate(your intials).rdl file under Solution Explorer if it is not on the screen.

13. Delete both of the <Expr> fields from the report.

24

14. Delete Footer_txt_1 and Footer_txt_2.

Note: The Properties area can be used to select these fields.

15. Under Report Data click on Parameters and the plus sign to expand the fields. 16. Select @ReportTitle and delete it.

17. Click the Save button

25

Modify Data Source Generated from iMIS Query 1. From Report Data (located in the top left corner) Right click on the iMIS data source. 2. Select Data Sources Properties

Note: If Report Data is missing from the menu select View>>Report Data.

3. Select Embedded Connection 4. Select Type as Microsoft SQL Server

5. Click the Edit button.

26

6. Enter the Server name . for localhost 7. Select User SQL Server Authentication 8. Enter User name sa and Password niug 9. Check the Save my password box. 10. Select or enter a database name as imis20. 11. Click on the Test Connection button.

12. Click the OK button on the Test results screen. 13. Click the OK button. 14. Click the OK button. 15. Click File>>Save All 16. ***Go into the dataset and remove the hardcoded ID***. 17. Click the Preview tab and you should see data on your report. 18. Below are some items optional items you can do to make your report look a little nicer (but you will

need to click on Design). • Increase the field sizes. • Make the field labels bold

27

• Change the labels (by double clicking in the field) • Change sorts

19. Close BIDS

Note: Unlike Crystal reports you have to make all of your changes in Design mode and not on the Preview screen.

28

Uploading Report (rdl) to RiSE Site

1. Open Chrome and click on SSRS Staff Site favorite. 2. Login as Manager 3. Select RiSE from the navigation and Document System 4. Scroll to YOUR SSRS Training folder and double click 5. From the menu select New>>Reporting Services Template 6. Click the Select button across from the Select file 7. Browse to the CEUCertificateTCH.rdl file 8. Double click on CEUCertificateTCH.rdl 9. Click the Upload button

10. From the menu select New>>Reporting Services Report 11. Enter in the Name of CEU Certificate 12. Click the Sources tab. 13. Click on the ellipsis next to Reporting Services Template 14. Browse to YOUR SSRS Training folder 15. Select CEUCertificate(your intials).rdl (double click) 16. Click on the ellipsis next to Query

29

17. Browser to YOUR SSRS Training folder 18. Select CEU Certificate (your initials) 19. Select the Parameters tab 20. Check the Show Parameters at Runtime (This will show the member type). 21. Click the Save button. 22. Save to SSRS Training folder 23. Close

Note: The files in the SSRS Training folder should look similar to below.

30

Creating a Content Records with SSRS Report iPart

1. Select RiSE from the navigation and Page Builder 2. Select the SSRS_Class folder 3. From the menu select New>>Website Content 4. Enter the Title as CEU Certificate 5. Click Add content 6. Select the Utility folder and then SSRS Report iPart 7. In the Name type CEU Certificate 8. In the Title type CEU Certificate 9. Click select next to the Document system path to the SSRS Report runtime 10. Browse to the SSRS Training Folder 11. Select CEU Certificate (double click)

12. Click the OK button 13. Click Save & Publish button

31

14. From the left navigation select Site Builder>> Manage sitemaps 15. Select SSRS_Class is selected in the drop down (Remember that SSRS_Class is our RiSE site.) 16. Select Event from the sitemap 17. From the menu select New>>Website Navigation Item 18. Enter Navigation Link Text as CEU Certificate 19. Click select next to the content or URL to Link To 20. Select the SSRS_Class folder 21. Select the CEU Certificate content (double click)

22. Click the Save button 23. Select Publish from the top navigation. 24. Click the Ok button to the publish screen.

32

View CEU Certificate in RiSE Site

1. Open Chrome 2. Click on the SSRS RiSE Site from the favorites 3. Login as Manager (you may already be logged in) 4. Click on Events>>CEU Certificate

33

More Info… Location of iMIS Out of the Box SSRS Reports

From the staff site select RiSE>>Document System>>Samples>>ReportingServices

34