I am working with SSRS 2008 or 2014 and SQL Server 2014. One of the issues the team is having is around the formatting of the SSRS report. The goal is to have the report data format to render in an user friendly format. Unfortunately, a requirement is that the report uses two tables that can display 1:x number of records. As you can imagine, all data fields under the tables will now be pushed further down the page.
My question is, has anyone encountered this type of scenario and have an SSRS code-based solution to handle the formatting of the report?
It sounds like you need to display a 1 to many relationship in the report but want to keep the first table's results together. Maybe what you need is a drilldown/drillthrough report; this is available without a code-based solution.
This article explains the concept
https://learn.microsoft.com/en-us/sql/reporting-services/report-design/drilldown-action-report-builder-and-ssrs?view=sql-server-2014
There are many Youtube videos on how to set up drilldown reports, here is one example
https://www.youtube.com/watch?v=C56fMnp4oaA
Related
Good morning, All.
First let me start off by saying that I'm extremely new at CRM and even after reading umpteen million articles, whitepapers, and blog entries, I still feel completely lost.
I have an instance of Dynamics CRM 2013 On Premise that I'm trying to write custom reports for. Before I realized that all reports had to be done inside of BIDS, I wrote out a beautiful custom Quote inside of SSRS itself. I made sure to use the Filtered Views in my query to the database, and the structure of the query seems sound, but I can't seem to upload the .rdl file into CRM.
I get the error:
Reporting Error
Error occurred while setting the data source for the report
I have two questions:
How do I move this report into CRM without having to fully recreate it in BIDS?
How do I pass the Quote ID from CRM to this report query?
Thanks in advance for all of your help.
Edit: Added Error Message
You Should be able to upload the RDL directly to CRM...
Try creating a really basic report with the same data source and something along the lines of "select top 10 from filteredincident" and upload it.
If it works then you know it's something with your query.
CRM is notorious for giving error messages that don't have enough information, or are at worst misleading. I've seen this error when I accidentally used non filtered tables and a autofilter parameter that was incorrect.
Also take a look at the SSRS server that CRM talks to, if it's misconfigured that may cause an issue as well. You may want to try uploading your report to SSRS and run it from there to ensure that SSRS is working correctly.
I have excel sheet with monthly sales/cost data. Every month I use excel to generate all sort of graphs and then publish them as a pdf. But I want others to be able to play around with the different data they have on the graphs. I want to publish reports on webpage which generate charts based on a table when it loads up.Then, I want the users to be able to use buttons or sliders to change the range of the dataset (mostly having dates or quaters or product type etc) and then the charts to update with the new results.
Also, can anyone help me find the equivalent of this doc for sql 2008? I am looking for charts like This
I did some reading and found that SSRS can create all the charts that Excel can do. But I don't know if it can do all the calculations as well?
I also read we can make pivot tables in sql but am not sure if they are the same as the ones in excel where we can use them to filter data and the graphs show the changes real time.
I also read about MS Chart Control using ASP.net but I don't know asp and I don't know how much would researching about it help me in my case.
I just want my visitors to be able to manipulate the dataset that is generating them graphs on their visit. Thats it. Dont' want to store their changes or anything.
What do you guys recommend?
btw I have sql 2008 in mind to do this.
Do you guys recommend me to use Access 2007
Do they need to view the report on a webpage or could it open in Excel (or the Excel IE browser plugin)? SoftArtisans OfficeWriter has the ability to design rich Excel reports for SSRS with a template-based approach. The output will be a true Excel file with live charts, formulas and pivot tables that can be manipulated by the user. The out-of-the-box Excel export functionality doesn't have real formulas and charts.
Disclaimer: I work for SoftArtisans
Excel Charts and ability to dynamically customize is a pretty advanced feature compared what is provided in SSRS... Matrix is the equivalent of pivot in SSRS. You can follow this MSDN article to get an idea of Tables, Matrices, and Lists (Report Builder and SSRS). This can be helpful in terms of Reproduce an Excel Pivot table in SSRS 2008
Here is a better tutorial if you could take a look..
The most important aspect would be:-
Set Datasource to Chart Control
Define Fields to be used by Chart Control
Using parameters would be the best catch on filtering datasets. So you will need to have a secondary dataset on top of the main dataset.
How to filter one dataset value with another dataset Table value in SSRS.
References:
Can SSRS use pivot tables such like excel drag and drop
http://social.msdn.microsoft.com/Forums/en/sqlreportingservices/thread/4b4664e2-415b-41d4-99e6-1421aa70e7ac
I'm new to SSRS and I need the ability to group multiple reports into a single report. I've searched around a lot but not found much. I currently have two reports (more to come) that users need to be able to view/save individually. The users also need the option to view both those reports as a single report. Essentially just a simple concatenation. Eventually, there will be several reports grouped and the user will be able to render all of them for viewing online or saving as a single PDF.
I tried two sub-reports in a master report but it causes a lot of hard to diagnose page-break problems. I was wondering if there was a more straight forward option here. Thanks.
Combining all the report elements into one report would work, but the users also need to be able to view them as individual reports as well. To avoid having to maintain both an master report and multiple individual reports, you have a couple of options:
Create a master report and insert the individual reports as sub-reports. If you get page break issues, check the report page height and widths versus the subreport container height and width.
(If you have SQL Server 2008 R2 or later) Consider publishing your individual reports as a set of Report Parts. You can then reuse these in a master report.
I'm not a fan of subreports either, they work well in Crystal but are not really necessary in reporting services.
Why don't you just combine the reports into one? Copy all the tablixes / other objects from each report onto a new report. You can select all and copy and paste very easily, you just need to set up the parameters, datasets and data sources if they aren't shared.
You can set pagebreaks to occur after each tablix or a good trick is to use rectangles because they will let you control page breaks in their properties.
I need to load SQL Server reports over the web and make it more interactive for a set of users by:
Allowing them to put up their annotations/comments on different visualizations being shown.
Track these annotations for each screen.
Is it possible with SSRS or any other visualization mechanism? Please let me know of any means to do it.
cheers
It sound like what you asking for is not SSRS as such: it's an interactive web page. by this I mean SSRS is output only, no data input.
So you want users to share comments on the
latest report execution? SSRS will render with the latest data by default so what 2 users see on different screens a minute apart will be different. How do you matchreport data and comments?
a specific execution? Look at report snapshots.
the data in any report execution? See my idea below.
My solution for "comments on data"... which assumes annotations are persisted in the database with the report data...
The Report Viewer control in remote mode with an ASP.NET wrapper to deal with user input (annotations) might do the trick. The report would display annotations. In SSRS the screen = the report so this captures one requirement.
I would like to use SQL Reporting Services 2008 to generate my reports, but I want to use my own UI for specifying the report type, columns, parameters and everything. I want to be able to take these criteria, and then kick off an asynchronous request to SSRS and have the report emailed to me. Is this possible? I don't want to go all the way down the road of researching SQL Reporting Services 2008 only to find that it doesn't do what I need it to do. Also, I will have a ton of DB partitions that the data will need to be pulled from. Some reports will need to pull data from only one of these, but other ones may actually need to span different databases. Is it possible when sending a report request to SSRS to specify what servername/database to pull the data from? Is it possible to tell it to take the data from multiple databases and combine it? Thanks.
Like Crystal Reports, ActiveReports and other report generators, SSRS has two basic elements behind each report: the SQL query and the report layout. No matter what tool you use for the SQL -- it can be inline SQL in the report or a call to a stored procedure -- it's going to be the same query. Multiple databases are fine as long as you can specify them up front.
You can have parameterized queries, so the user is prompted to input the relevant filters (customer ID, product group, date range, whatever).
Doing the report layout is similar to other tools -- you drag and drop controls like labels onto the report, and set their formatting.
SSRS does provide a lot of options for distributing the report, including email. You can embed the report in an ASP.Net web page, leave it on the report server site for users to browse to, run it in the wee hours of the morning and cache it so every user doesn't have to wait for the lengthy query to run.
It's a great tool. I think it will be worth your effort to experiment with it. I would wait on creating the customized UI until you've exhausted the possibilities inherent in the tool.
SSRS is not designed with this scenario in mind, for that matter I am not sure that any out of the box reporting solution is going to have an elegant solution for this. While SSRS can do what you are asking (as well as others), it is by no means quick or easy. You seem to be looking for an advanced ad-hoc solution with dynamic sourcing of the data. I would first question the requirements and determine if the business scenario really justifies such an implementation. I would weigh custom building a solution vs your learning curve with a BI reporting solution. You may find that it is easier to just build something on your own.
I think the heterogeneous dynamic database mashup is probably going to be the most challenging part.
Depending on what your scalability requirements are, one place that has that part covered, and a report writer, is Access. (Duck! Incoming!)
I think you may be creating a rod for your own back to a certain extent as RS ships with a few interfaces for report creation.
Mind you the end product is an rdl file which is nothing but xml, so you can write them by hand if you really like.
Multiple data sources are supported, but combining them on a single control/chart/etc are not, so you'll need to configure yourself a cross database capability from one of your data-sources prior to the report request if you want to do that.