Principles of Report Writing
Learn about the basic elements and applications used in creating and managing reports. Explore the process of report deployment and understand the necessary elements to create a report, including data sources, datasets, and stored procedures. Discover the significance of T-SQL and stored procedures in report creation. Covering essential concepts, this resource sets the foundation for effective report writing.
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Presentation Transcript
Principles of report writing Creating Paginated Reports with Report Builder 3.0
Hello! I am Matt Patterson IT Director/Pastoral Care Rocky Mountain Calvary Colorado Springs, CO mattp@rmcalvary.org
Session Purpose The basic elements of a report Applications used to create/manage reports Report Deployment to MP Demo: Create a simple report and make it available within MP
Reporting Elements Understanding the Basic Concepts of a Report
What is a report? A report is a one or more datasets formatted to share as a printed document or a PDF file
Three Necessary Elements to Create a Report Where? What? How? Machine name Database Name Authentication What tables? What rows? What columns? Presentation Layout Text/graphs Data Source Dataset Report Objects/ Layout
Data Source -Wheres the Data? Machine Name: MP Server Name Database: MP Database Name Authentication: SQL Server login
Data Source Connect ion Properti es
Dataset What Data Do You Want? The set of data to be displayed in your report. MUST be created as a stored procedure (SP) with three parameters Domain GUID User GUID Page ID Assign prefixes to SP names RMC_report_Staff_Phone_Schedule
What the Heck is T-SQL or a Stored Procedure? T-SQL (Transact-Structured Query Language) SELECT = Read, INSERT = Add, UPDATE = Change, DELETE = Remove A Stored Procedure = Complied and saved T-SQL code.
Place your screenshot here Stored Procedure Example
MP Database Report Authoring Tools Visual Studio Report Builder Data Source Data Source: Microsoft SQL Server Computer Name: MP Database Name: MinistryPlatform Authentication: SQL User and password Report File (.rdl file) RMC E Phone Schedule Dataset Stored Procedure @DomainID varchar(40) @UserID varchar (40) @Page ID int
Report Authoring and Management SQL Server Reporting Services & Report Builder 3.0
Report authoring tools Visual Studio & Report Builder
Place your screenshot here Report Builder 3.0 Notice the Office like interface
SqlServer Reporting Services (SSRS) Web application used to store and manage report files
Place your screenshot here SQL Server Reporting Services (SSRS) The version of SSRS installed with SQL Server 2012 Default path: http://[Computer_Name]/reports
Deploying Your Report Using the System Setup area in MP
Deploying Reports in MP Assign Your Report To a MP Page Create Report Object In MP Assign User Permissoins In MP Reports are configured in the System Setup and Administration sections in MP
Place your screenshot here Create Report Object and Assign to Page
Place your screenshot here Assign User Permissions
Demonstration Let s Do This!
Thanks! Any questions? You can find me at: mattp@rmcalvary.org Presentation Resources https://rmcalvary.org/mpug2018