Reporting Services (SSRS)

Steve Simon

Which Reporting Services dataset fields are being utilized by the reports?

March 18, 2015 by

Introduction

Have you ever felt like pulling your hair out, trying to ascertain exactly which fields in your existing Reporting Services datasets are being utilized by your reports. This happened to me recently during a corporate conversion and cleanup exercise for a database migration to the cloud.

The “aha moment came after having presented a paper at the PASS SQL Server Nordic Rally (March 2015), when one attendee came up to me and asked if I knew of a method to do this. As they say ‘necessity is the mother of invention’ and spiking my interest, I played around until I came up with the solution that we are going to chat about today. The end solution may be seen below

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Steve Simon

How to convert data format into a valuable dataset using SQL Server Reporting Services

March 16, 2015 by

Introduction

Oft times we are forced into situations where we must clearly think outside of the box. In today’s “get together”, we are going to discuss a challenge that I encountered during the last week of February of this year. The client had been charting weekly business calls placed by his sales reps. Our client had been tracking these results within an Excel spreadsheet (see the screen dump below) and he would be using this spreadsheet to report the sales reps progress going forward. My task was to source this data for the corporate reports in Reporting Services, from this spreadsheet and do so on a weekly basis. The client, being resistant to change, was not willing to change the format of the spreadsheet to something more conducive to be utilized by the chart that he wished to produce (see immediately below).

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Steve Simon

Reporting in SQL Server – create a matrix based sub-report called by the previously created main report

March 4, 2015 by

Introduction

As you will remember from our last “get together” we created an application that permitted us to report upon financial data based upon an unorthodox financial year. In fact, our fiscal year started in July and ended in June. We created a chart to display the data.

In today’s “get together” we are going to push our application a bit further and build in a subreport which will bring up the underlying data when the end user clicks upon the chart for any particular month. Thus should the user click on February 2015, then all of February’s data (for the selected funds) is shown in a matrix. If the user chooses March, then March’s data is shown.

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Steve Simon

Reporting in SQL Server – create a chart based on the data extracted for a given date range

February 27, 2015 by

Introduction

I recently heard from a lady from overseas who wanted to find a quick and dirty mechanism of extracting data for a given date range (based upon a fiscal year that started July 1st and ended June 30th). The idea interested me and as always, I had to try it out.

In today’s “get together”, we are going to have a look at how this may be achieved.

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Steve Simon

Using a cursor to correctly extract SQL Server data and place it in a Reporting Services matrix

February 23, 2015 by

Introduction

In our last two chats, we discussed enterprises that have had financial years that began in July and ended at the end of June. One of our clients works with this fiscal calendar and their financial folks are Excel “Fundi’s” (Fundisa is a Nguni word for “expert”). Many of their reports contain the current month’s sales, in addition, carrying running totals from the beginning of the fiscal year to date. Read more »

Steve Simon

SQL Server Reporting Services Best Practices

February 11, 2015 by

Introduction

In past chats, we have had a look at a myriad of different business intelligence techniques that one can utilize to turn data into information. In today’s “get together” we are going to try to pull all these techniques together, rationalize our development plans, and moreover, look at some good habits to adopt or for the want of better words utilize SQL Server Reporting Services Best Practices.

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Steve Simon

How to reduce the report complexity using the “Visibility” options in SQL Server Data Tools

December 11, 2014 by

Introduction

Far too often we encounter clients that are really too keen to establish all inclusive reports for decision making purposes. While this is super (in principle) oft times these folks will inform you that all the data that is within the tables should be present within the report, and this is not always feasible nor practical.

After much thought I came up with an alternative to permit these folks to have their ‘cake and eat it’ and yet not render a cluttered report.

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Steve Simon

How to enhance your reports with SQL Server Reporting Services (SSRS)

November 18, 2014 by

Introduction

A few months ago, I was working on a few SQL Server reports for a client. The one request that I had received (from this client) was to ensure that the finished reports were as ‘all encompassing’ as possible, as they wanted to conduct a considerable amount of Business Analytics, via the reports.

Knowing this, I decided (where possible) to attempt to construct the reports so as to enable the firm to do their ‘what if’ scenarios with a minimal amount of time and effort.

The screen shot below is a sample of the final report AND we are going to look at the steps necessary to create this report. Stay with me!!!

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