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  • Book Overview & Buying SQL Server 2016 Reporting Services Cookbook
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SQL Server 2016 Reporting Services Cookbook

SQL Server 2016 Reporting Services Cookbook

By : Priyankara, Robert Cain
4 (1)
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SQL Server 2016 Reporting Services Cookbook

SQL Server 2016 Reporting Services Cookbook

4 (1)
By: Priyankara, Robert Cain
Buy this Book

Overview of this book

Microsoft SQL Server 2016 Reporting Services comes with many new features. It offers different types of reporting such as Production, Ad-hoc, Dashboard, Mash-up, and Analytical. SQL Server 2016 also has a surfeit of new features including Mobile Reporting, and Power BI integration. This book contains recipes that explore the new and advanced features added to SQL Server 2016. The first few chapters cover recipes on configuring components and how to explore these new features. You’ll learn to build your own reporting solution with data tools and report builder, along with learning techniques to create visually appealing reports. This book also has recipes for enhanced mobile reporting solutions, accessing these solutions effectively, and delivering interactive business intelligence solutions. Towards the end of the book, you’ll get to grips with running reporting services in SharePoint integrated mode and be able to administer, monitor, and secure your reporting solution. This book covers about the new offerings of Microsoft SQL Server 2016 Reporting Services in comprehensive detail and uses examples of real-world problem-solving business scenarios.
Table of Contents (13 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Sections
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Conventions
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Reader feedback
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Customer support
Lock Free Chapter
1
1. Getting It Ready – Configuring Reporting Services
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1. Getting It Ready – Configuring Reporting Services
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Introduction
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Selecting the edition
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Installing Reporting Services with default configurations
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Installing Reporting Services-related tools
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Accessing Reporting Services Configuration Manager
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Configuring the service account of Reporting Services
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Configuring Reporting Services URLs
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Configuring the Reporting Services database
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Executing post-installation tasks
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2. Authoring Reports with SQL Server Data Tools
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2. Authoring Reports with SQL Server Data Tools
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Introduction
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The designer tool - exploring SSDT
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Visual Studio 2015 support
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Creating reports with a table data region
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Creating reports with a matrix data region
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Creating reports with a chart data region
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Managing and configuring parameters
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3. Advanced Report Authoring with SQL Server Data Tools
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3. Advanced Report Authoring with SQL Server Data Tools
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Introduction
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Creating reports with multiple axis charts
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Creating reports with multiple data regions
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Creating reports with nested data regions
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Creating reports with a map data region
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Creating reports with cascading parameters
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Creating reports with dynamic datasets
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How to publish reports
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How to view the XML code related to reports
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4. Authoring Reports with Report Builder
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4. Authoring Reports with Report Builder
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Introduction
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Is this for a developer or business user?
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Enhancements to Report Builder
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Connecting Report Builder to Reporting Services
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How to design reports with the wizard
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How to design reports manually
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Working with published data sources
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Working with published datasets
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How to publish reports to Reporting Services
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Working with published report parts
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Changing reports published in Reporting Services
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5. Improving User Experience – New Designing and Visualization Enhancements
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5. Improving User Experience – New Designing and Visualization Enhancements
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Introduction
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Positioning parameters
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Visualizing data with modern styles
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Visualizing data with the TreeMap data region
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Visualizing data with the Sunburst data region
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Integrating R with Reporting Services
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6. Authoring Reports with the Mobile Report Publisher
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6. Authoring Reports with the Mobile Report Publisher
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Introduction
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Understanding the new Mobile Report Publisher
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How to create a mobile report
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Using simulated data
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Setting up data sources
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How to use datasets for mobile reporting
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Understanding mobile report graphical elements
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Understanding the mobile report layout
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Configuring navigators
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Configuring parameters for drill-through reports
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7. Consuming Reports – Report Access Enhancement
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7. Consuming Reports – Report Access Enhancement
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Introduction
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Exploring the new Web Portal
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Managing reports with the Web Portal
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Viewing reports on any web browser
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Caching the report
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Refreshing the cache
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Creating a KPI with predefined values
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Creating a KPI with shared datasets
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Customizing the look-and-feel of the Web Portal
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Printing reports with the PDF rendering extension
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Embedding reports in other applications
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8. Reporting Solutions for BI – Integration
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8. Reporting Solutions for BI – Integration
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Introduction
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Making Reporting Services as a part of BI
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Creating a report using Multidimensional models
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Getting formatting from the Multidimensional model
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Getting aggregated values from the Multidimensional model
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Creating a report using Tabular models
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Connecting to the HDInsight cluster and getting unstructured data
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9. SharePoint Integration
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9. SharePoint Integration
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Introduction
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Configuring SharePoint for Reporting Services
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Handling security with SharePoint
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Creating dashboards using Reporting Services
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Configuring e-mail with SharePoint
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Configuring subscriptions
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Configuring data alerts
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10. Administering and Managing Reporting Services
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10. Administering and Managing Reporting Services
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Introduction
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Managing data sources
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Assigning configured data sources to published reports
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Caching reports
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Creating snapshots of reports
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Backing up Reporting Services
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Monitoring Reporting Services
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11. Securing Reports in Reporting Services
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11. Securing Reports in Reporting Services
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Introduction
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Authenticating users for Reporting Services
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Becoming a Report Portal System Administrator
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Authorizing users for accessing reports via SSRS roles
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Creating new roles in Reporting Services
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Editing existing roles in Reporting Services
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Filtering data for the current user
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Handling security on shared data sources
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Securing the channel using certificates
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12. Custom Programming and Integration to .NET Applications
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12. Custom Programming and Integration to .NET Applications
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Introduction
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Adding embedded codes to reports
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Referencing external .NET assemblies
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Opening reports using URL access
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Using ReportViewer control for accessing reports

Executing post-installation tasks

Although the installation and configurations are done and everything works fine as you expected, it does not mean that the process of installation and configuration is completed. You have to do a few more tasks to complete it. These tasks make sure that your Reporting Services is protected and maintained properly.

Getting ready

There are a few key tasks you should perform after installation and configuration:

  • Make sure that report database is a part of your backup strategy
  • Back up the rsreportserver.config file
  • Make sure you have backed up Encryption Keys
  • The startup type of the services related to Reporting Services and database engine are set as Automatic

How to do it...

The required tasks can be performed using standard techniques and available tools:

  1. Taking a backup of the ReportServer database is easy with Management Studio. Or it can be a part of your scheduled backup job. The main thing to consider is that it should be treated as a normal database and backed up regularly. You may implement a strategy that has one backup type, such as Full Database backup, or based on the complexity in terms of number of reports it holds, frequency of changes, or heavy user interaction. There can also be a strategy that has a combination of various backup types, such as Full, Differential, and Log.
  2. To back up the rsreportserver.config file, you can take a copy of it and keep it in a safe place. Since most settings related to report server are held with this, you need to make sure that you have a backup copy of it.
  3. You can use Reporting Services Configuration Manager to back up Encryption Keys. This should be done because this requires many instances when recovering after failure. We will discuss Encryption keys in more depth in Chapter 10, Administering and Managing Reporting Services.
  4. In order to make the startup type of related services automatic, use Services Desktop Application. Note that you should not use this application to change any other settings.

How it works...

The key thing to understand is how quickly you respond to an issue, troubleshoot an issue, or how you can recover your reporting environment in a disaster. There are a few standard recovery strategies for reporting environments, but these post installation tasks will definitely help you to recover in most situations. As an example, if you make a mistake while changing the rsreportserver.config file manually, you can simply restore it to the previous stage if you have a backup copy of it. If, for some reason, your ReportServer database becomes corrupted, you can get it recovered using the database backup. Therefore, post installation tasks should not be ignored and must be a part of the installation and configuration process.

There's more...

You can secure your reporting server more by configuring a High Availability and Disaster Recovery strategy. Considering the demand, requirements, and the budget, a proper HA and DR should be implemented.

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