it ready dw_day4_rev00

Northern Region IT Professional Development Program 2010

Data Warehousing (DAY 4)

Siwawong W.Project Manager

2010.05.28


Agenda

09:00 – 09:15 Registration

09:15 – 09:30 Review 3rd Day class

09:30 – 10:00 Introduction to SSRS

10:00 – 10:30 SSRS Workshop

10:30 – 10:45 Break & Morning Refreshment

10:45 – 12:00 SSRS Exercise

12:00 – 13:00 Lunch Break

13:00 – 15:00 BI Workshop

15:00 – 15:15 Break

15:15 – 16:00 BI Workshop (Cont’)


3rd Day Review


SSIS & SSAS Review

• BI vs DW

• BIDS = Business Intelligence Development Studio

• SSIS = MS-SQL Server Integration Services– Import & Export Wizard– SSIS Package & Components

• SSAS = MS-SQL Server Analysis Services– CUBE, Dimension, Level– OLAP processing


Server 2005 Reporting Services (SSRS)


MS-SQL2005: SSRS

• The Reporting Services Architecture• Using Report Designer• Publishing a Report• Using Report Manager


The Reporting Services Architecture

• Report Server is the core engine that drives Reporting Services. • Report Manager is a Web-based administrative interface for Reporting Services.

• Report Designer is a developer tool for building complex reports.

• Report Builder is a simplified end-user tool for building reports.

• The Report Server database stores report definitions. Reports themselves can make use of data from many different data sources.


Using Report Designer

• Reporting Services includes two tools for creating reports:– Report Designer can create reports of any complexity that Reporting Services

supports, but requires you to understand the structure of your data and to be able to navigate the Visual Studio user interface.

– Report Builder provides a simpler user interface for creating ad hoc reports, directed primarily at business users rather than developers. Report Builder requires a developer or administrator to set up a data model before end users can create reports.


Using the Report Wizard

• The easiest way to create a report in Report Designer is to use the Report Wizard. Like all wizards, the Report Wizard walks you through the process in step-by-step fashion.

• You can make the following choices in the wizard:– The data source to use– The query to use to retrieve data– Whether to use a tabular or matrix layout for the report– How to group the retrieved data– What visual style to use– Where to deploy the finished report


Demo for Using the Report Wizard

(1) File New Project..

(2) Select “Report Server Project Wizard” template

Click Here



(3) Identify new Data Source (by following picture)

(4) Identify Credentials

Check here too



(5) Design the Query

(6) Build a Query

Add “Product” table.Select Name, ProductNumber, Color, and ListPrice columns.



(7) Select Report Type

(8) Design report

(9) Select ‘Step’ layout



(10) Select ‘Ocean’ style

(11) Accept default deployment

(12) Check on Preview & Finish



(13) Preview Result


Modify a Report

Click on “Data” tab.

Change to “Descending”

Click on “Layout” tab.

Adjust header and column’s width

Then, view report again (preview)


Publishing a Report

(1) Right-Click on Project properties

Click on Configuration button

Change URL as show in below text

Change to Production


Publishing a Report

(2) Start Deploy…

(3) Check Output result

(4) Go to SSMS Connect

(5) Login for Reporting Services


Publishing a Report

(6) View Reports in SSMS

(7) The report will open in your Web browser.


Using Report Manager

Report Manager Interface

• View allows you to see the current data in the report.• Properties lets you adjust such things as the report’s name, data source, security credentials, caching, and end-user security.• History shows you saved snapshots of the report.• Subscriptions lets you create subscriptions to the report. Subscriptions allow you to set up periodic delivery of reports to end users by e-mail or file share.


Building OLAP Reporting

(1) Add new projects in Analysis Solution

Crete new Report Project

Add new Data Source

(2) Add new Data Source as SSAS



(3) Add new Item Blank Report

(4) New Blank Report appear



(5) Add new Data Set



(6) Add Columns from Metadata tab (following SSAS example)



(7) Add Filter as you want

Criteria

Execute Query(for Preview)

(8) Go to Layout View Add Matrix data grid in report



(9) Drag field to reports as shown picture

CalendarYear

CalendarQuarter

Drag field “MonthNumberOfYear” to the right side of the bottom right corner box, where we dropped the “CalendarQuarter” field in the previous step, dropping the field when the white "bracket" figure appears



(10) Add column as you want and realign field/change caption

(11) Preview the report

Change filter as you want

Click on this button for re-query

Display a result on this area


Make it more professional..

(11) Right-Click on Sum(Amount) field

Select the properties field

(12) Select tab “Format” click on “…”

Select “Standard” Option and click on “Currency”

(13) Click on Preview to see the result


Make it drill-down…

(1) Right-Click on Matrix select properties

(2) Click on “Group” tab click on Add button

Identify field for Group By (e.g. Quarter)

(3) Identify field for Group-By (e.g. Quarter)



(4) Right-Click on new field in main report select Properties

Change field name to make-sense

(5) Add another Group-By (e.g. Quarter) By repeat step1 - 3



(6) Click on “Visibility” tab and check option & identify field as below picture

(7) Ordering rows for display (e.g. Quarter Month)



(8) Preview the Drill-down report


Add sub-total for each Group-By

(1) From Layout View right-click on Group-By field select “Sub Total”

Add “Subtotal” for both Group-By fields

(2) Preview the result


SSRS: Exercise

• Use Report Builder to create a report from the AdventureWorks data model showing the minimum and maximum order quantity for orders taken by each salesperson in the company. You’ll find the necessary data in the SalesOrderHeader and SalesOrderDetail tables


References/External Links

(1) SSIS Tutorial: SQL Server 2005 Reports Services Tutorial http://www.accelebrate.com/sql_training/ssrs_tutorial.htm (2) Mastering OLAP Reporting: Prototype KPIs in Reporting Services By William Pearson http://www.databasejournal.com/features/mssql/article.php/10894_3627351_1/Mastering-OLAP-Reporting--Prototype-KPIs--in-Reporting-Services.htm

(3) MSSQL Server Reporting Services: Extending Conditional Formatting: SWITCH and Drilldown Defaults By William Pearson

http://www.databasejournal.com/features/mssql/article.php/10894_3527321_1/


Assignment for DW/BI Project

AdventureWorks

SS

IS

Track4DW

• Currency• Customer• DepartmentGroup• Employee• Geography• Product• etc.

SS

AS

Customer

Supplier

Product

Employee

Payment

SS

RS

Customer

Supplier

Product

Employee

Payment


Assignment for DW/BI Project (Detail)

• Source data: AdventureWorks database• Transform data from AdventureWorks to Track4DW• Track4DW database

– Use same structures as AdventureWorks – If you need more tables, please create by yourself.

• Process OLAP data for 5 concern areas: -– Customer, Supplier, Product, Employee, Financial

• Generate BI reports/areas– 2 BI reports defined by instructor– 1 BI reports created by each team


Assignment for DW/BI Project (Criteria)

• 5 Groups, 6 members/group• Present process since transform data until generate

reports• Presentation in English


Assignment: Transform Data

Track4DWPerson.Address

Person.StateProvince

Person.CountryRegion

Sales.Customer

Person.Contact

Sales.Individual

FactInternetSales

*DimVendor

DimGeography

DimCustomer

SalesOrderHeader

SalesOrderDetail

Purchasing.Vendor

Purchasing. VendorAddress

Purchasing. VendorContact

*FactPurchase

DimTime

PurchaseOrderDetail

PurchaseOrderHeader

1

2

3

4

5

= New Tables

= Existing Tables (Need to clean before import)


Assignment: Reporting

Customer

Customer• Sales Amount By Territory• Sales Amount By Product

• Purchase Amount By Territory• Purchase Amount By Product

Supplier

Supplier

Product

Product• Selling Product By Territory• Purchasing Product By Territory

Employee

Employee• Sales Amount By Employee• Purchase Amount By Employee

Payment

Payment• Gross Profit-Loss By Year – Quarter - Month

ALL reports are able to drill down by Year – Quarter - Month


Thank you for your attention!

[email protected]

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