SQL Server 2005 Reporting Services in Action (Paperback)

Bret Updegraff

  • 出版商: Manning
  • 出版日期: 2006-11-24
  • 售價: $1,590
  • 貴賓價: 9.5$1,511
  • 語言: 英文
  • 頁數: 656
  • 裝訂: Paperback
  • ISBN: 1932394761
  • ISBN-13: 9781932394764
  • 相關分類: MSSQLSQL
  • 已過版

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Description

"Helps you unlock Reporting Services."
-- From the Foreword by Brian Welcker, Group Program Manager, Microsoft SQL Server Reporting Services

"Insightful, professional, and full of information."
-- Dan Hounshell, Telligent Systems

"Incredible technical depth, interesting examples and solutions. Very well done."
-- Dave Corun, Director of Microsoft Technologies, Catalyst IT Services

"Great case studies!"
-- Nuo Yan, Microsoft MVP, MCDBA

"Excellent writing, very detailed."
-- Berndt Hamboeck, Team Leader, United Nations

Reports are the lifeline of business, so a good reporting environment is a big deal. With a powerful tool like Microsoft Reporting Services, .NET developers can add reporting to any type of application, regardless of its target platform or development language. Greatly improved for SQL Server 2005, Reporting Services now provides tighter integration with SQL Server, improved developer tools, and an expanded array of options to empower end users.

SQL Server 2005 Reporting Services in Action helps you build and manage flexible reporting solutions and develop report-enabled applications. In this clear, well-illustrated book, you'll follow a report from creation to publication. Along the way you'll explore flexible delivery options like web-based, on-demand, and subscribed reportscomplete with cool new features like direct printing and client-side sorting.

For applications that require custom reporting, you'll learn to define reports with RDL and push them to the Report Server using the Report Manager Web Service API. You'll also see how to write server extensions to expand the range of data processing and report delivery options.

Written for developers with a solid foundation in .NET and SQL Server.

 

Table of Contents

foreword xvii
foreword to the first edition xix
preface xxi
preface to the first edition xxii
acknowledgments xxiv
about this book xxvi
about the source code xxix
about the authors xxxiv
about the cover illustration xxxv


1  Introducing SQL Server 2005 Reporting Services   1
1.1 What is Reporting Services? 2
Solving reporting problems with Reporting Services 3
Choosing a Reporting Services edition 4
Reporting Services and the Microsoft SQL Server platform 6
1.2 Reporting Services at a glance 7
Authoring features 8
Management features 10
Delivery features 11
Extensibility features 11
Scalability features 12
Security features 12
Deployment features 12
1.3 RS architecture 13
The Report Server engine 15
The Report Server database 16
The Report Manager 17
1.4 Understanding report processing 19
Execution stage 20
Rendering stage 20
1.5 Delivering reports 22
On-demand delivery 22
Subscribed delivery 23
1.6 What is the report lifecycle? 24
1.7 RS in action 25
About the Adventure Works Reporter 26
Your first report 26
1.8 Evaluating RS 36
1.9 Summary 37

Part 1  Authoring reports   39

2  Report authoring basics   41
2.1 The report-authoring process: step by step 42
Analysis 43
Construction 43
Testing 44
Deployment 44
2.2 Authoring reports in VS .NET 44
Authoring reports with the Report Wizard 45
Authoring reports with the Report Designer 46
Importing reports from Microsoft Access 55
2.3 Creating reports programmatically 57
Generating RDL: The AW Ad Hoc Reporter 59
Implementation details 60
2.4 Summary 62
3  Working with data   64
3.1 Working with data sources 64
Connecting to the database 65
Choosing an authentication mechanism 70
Deploying data sources 78
3.2 Working with report datasets 78
Understanding the dataset definition 79
Creating a report dataset 80
Using multiple datasets 84
3.3 Authoring dataset queries 85
Using the Graphical Query Designer 85
Using the Generic Query Designer 87
3.4 Parameter-driven reports 90
The role of parameters 90
Building parameter-driven queries 91
Setting up the report-level parameters 93
3.5 Working with stored procedures 98
Using a stored procedure as a dataset query 98
Defining query-based lookup parameter values 100
Creating cascading parameters 101
Working with multivalued parameters 102
3.6 Summary 102
4  Designing reports   104
4.1 Anatomy of a report 105
Getting started with a new report 106
Understanding report sections 106
Understanding report items 107
Understanding data regions 110
4.2 Designing tabular reports 112
Tabular reports with groups 113
Parameterized tabular reports 116
Tabular reports with interactive features 121
Table region limitations 123
4.3 Designing freeform reports 123
Freeform reports with nested regions 123
Grouping freeform data 125
Freeform reports with side-by-side data regions 127
4.4 Designing chart reports 128
The chart data region 129
Working with charts 129
Nesting chart regions 132
4.5 Designing crosstab (matrix) reports 133
Matrix region advantages 133
Working with the matrix region 134
Adjusting the report layout 138
4.6 Using other design features in your reports 140
Setting up multiple columns 140
Adding interactive sort 142
Passing multivalued parameters into a stored procedure 144
Designing subreports 145
4.7 Summary 148
5  Using expressions and functions   150
5.1 Understanding expressions 151
Using the Expression Editor 152
Expression syntax 153
Determining expression execution order 154
Understanding expression scope 154
Dealing with expression errors 156
5.2 Exploring the Report Object Model 157
Using the ReportItems collection 159
Using the Fields collection 163
Using the Parameters collection 166
Using the Globals collection 166
Using the User collection 167
5.3 Working with functions 167
Referencing external functions 168
Using aggregate functions 168
Using other internal functions 173
5.4 Designing reports with navigational features 175
Reports with hyperlinks 176
Reports with document maps 178
5.5 Report rendering considerations 181
Exporting reports to HTML 181
Exporting reports to MHTML 182
Exporting reports to other formats 182
5.6 Summary 183
6  Using custom code   185
6.1 Understanding custom code 186
Using embedded code 186
Using external assemblies 189
6.2 Custom code in action: implementing report forecasting 193
Forecasting with OpenForecast 194
Implementing report forecasting features 194
6.3 Using XML-based reports 207
Understanding XML exporting 208
Exposing the report content as an RSS feed 209
6.4 Summary 213
7  Ad hoc reporting with the Report Builder application   215
7.1 About the Report Builder application 216
A quick tour of the Report Builder 217
Setting up for ad hoc reporting 218
The Developer toolset for ad hoc reporting 220
7.2 Building the Report Model using BIDS 221
Building a report model project 222
Setting up the data source 223
Creating a data source view 227
Building the report model 233
Deploying report models 241
7.3 Ad hoc reporting in action 242
Launching the Report Builder 242
Creating the Product Profit Margin report 244
Getting more with infinite drill-through reporting 247
Advanced filtering with the Report Builder 249
7.4 Implementing Report Builder security 252
Securing the Report Builder with roles 252
Securing report model items 253
7.5 Summary 255

Part 2  Managing reports   257

8  Managing the Reporting Services environment   259
8.1 Managing RS with the Report Manager 260
How the Report Manager works 260
Managing Report Server settings 263
Managing content 268
Managing report execution 275
Managing linked reports 286
8.2 Managing RS with the Web service 288
Using the Web service management API 288
Tracing calls to the SOAP API 289
Deploying reports programmatically 292
Batching methods together 295
8.3 Managing RS with the WMI provider 296
Understanding the WMI provider 296
Implementing an RS management console 297
8.4 Other ways to manage Reporting Services 299
Managing RS with SQL Management Studio 299
Managing RS with the script host 300
Using the Reporting Services configuration tool 302
8.5 Analyzing report execution 305
Analyzing the Report Server execution log 305
Analyzing trace log files 307
8.6 Summary 309
9  Securing Reporting Services   311
9.1 Role-based security basics 312
The purpose of role-based security 312
Authentication models: using Windows or creating your own 312
9.2 Windows authentication: a closer look 313
Exploring the Client-to-Report Server model 314
Exploring the Client-to-Fa蓷de-to-Report Server model 316
9.3 Using role-based authorization 318
Understanding tasks 319
Defining roles 320
Understanding securable items 321
Defining policies 322
9.4 Managing role-based security with the Report Manager 324
Creating Windows user accounts and groups 325
Creating custom roles 326
Defining security policies 327
9.5 Managing role-based security with the Web service 329
Determining role-based security policies 329
Calling security-related Web service methods 330
Implementing “pseudo” report events 332
9.6 Techniques for advanced security issues 333
Filtering data 334
Using dynamic dataset queries 335
Hiding data 337
Implementing custom security models 337
Enforcing a secured connection to the Report Server 337
9.7 Summary 338

Part 3  Delivering reports   339

10  On-demand report delivery   341
10.1 How RS provides on-demand report delivery 342
10.2 URL-based report access 343
Understanding URL syntax 344
Requesting resources by URL 345
Requesting reports by URL 347
Working with report commands 348
Working with the HTML Viewer 351
10.3 URL access in action 354
URL Access with WinForms: AccessOptions 355
URL Access with WebForms: AWReporterWeb 358
10.4 Web service-based report access 366
Requesting reports with SOAP 368
Rendering images 370
Handling report sessions 373
10.5 Web service access (SOAP) in action 376
Generating report requests with SOAP on the client side 376
An automation solution: AW Campaigner 379
10.6 Evaluating URL and Web service access options 383
Evaluating URL access 384
Evaluating Web service access 385
Choosing an integration approach 386
10.7 Summary 387
11  Mastering the ReportViewer controls   389
11.1 How the .NET ReportViewer controls work 390
Controls for web and Windows applications 390
Choosing remote or local mode 391
Managing properties of the ReportViewer controls 392
11.2 Using ReportViewer in remote mode 394
Creating, configuring, and running the control 394
Additional customizations for the ReportViewer control 397
11.3 Using ReportViewer in local mode 397
Creating a local report with a database as the data source 398
Creating a local report with an object as the data source 401
11.4 Custom validation with the ReportViewer control 406
Creating a parameters section 407
Creating event methods 407
Write validation code 410
11.5 Converting report files 411
Converting RDL files into RDLC files 412
Converting RDLC files into RDL files 415
11.6 Deploying applications that use ReportViewer controls 416
Redistributing the ReportViewer controls 416
ReportViewer deployment for Windows applications 417
ReportViewer deployment for web applications 418
Using the ReportViewer web server control in a web farm 418
11.7 Summary 418
12  Subscribed report delivery   420
12.1 Understanding subscribed report delivery 421
Subscription-based reporting scenarios 421
The subscriber-publisher design pattern 422
How the RS subscription-based model works 422
12.2 Configuring subscribed report delivery 425
Creating a new subscription 426
Choosing the subscription type 427
Configuring delivery extensions 430
Managing subscriptions 432
12.3 Subscribed report delivery in action 434
“Pushing” reports via standard e-mail subscriptions 434
Archiving reports to a file share 437
Sending reports to a data-driven list of recipients 440
Triggering subscriptions programmatically 446
12.4 Summary 450

Part 4  Advanced reporting   451

13  Extending Reporting Services   453
13.1 Understanding Reporting Services extensibility 454
Interface-based programming 454
Working with interface inheritance 456
Extending RS with interface inheritance 459
13.2 Reporting with a custom dataset data extension 460
Identifying design goals and trade-offs 461
Authoring dataset-bound reports 462
Implementing the custom dataset extension 469
Debugging dataset extensions 473
13.3 Distributing reports to Web services using custom delivery extensions 473
Design goals and trade-offs 474
Using the custom delivery extension 475
Implementing the custom delivery extension 476
Debugging custom delivery extensions 480
13.4 Implementing custom security 482
Design goals and trade-offs 485
Intranet reporting with custom security 486
Implementing the custom security extension 488
Debugging the custom security extension 495
13.5 Summary 496
14  Performance and scalability   497
14.1 Understanding capacity planning 498
Capacity-planning fundamentals 498
The capacity-planning process 503
14.2 Capacity planning for Reporting Services in action 508
Determining requirements 508
Setting up the testing environment 511
Performance testing 515
Analyzing performance results 516
Identifying resource constraints 519
Eliminating resource constraints 520
14.3 Summary 523
appendix A  Installing SQL Server Reporting Services   524
A.1 Software requirements 524
A.2 Installing SQL Server Reporting Services 525
appendix B  Understanding .NET code access security   531
B.1 Code access security basics 532
B.2 Understanding code access terminology 532
B.3 Exploring the RS default security policy 536
B.4 Managing RS code access security 538


resources 542
index 549 1