With this SSRS Tutorial, you can create interactive charts, Maps, Sparklines, indicators, tabular, tables, and Matrix from the Relational, XML, Excel, and Multidimensional sources. Apart from the mentioned SSRS report type, snapshot, drill through, and paginated reports.
Learn some basics on sql server, at least Select Statements and it helps you to understand this tutorial. Before you start practicing this SSRS reports tutorial, I suggest you download Adventure Works, and adventure works dw databases. Because these are the two databases that we use in this entire SQL Server Reporting Services SSRS tutorial.
What is SSRS and Why it is used?
The Microsoft SSRS provides various services and tools to design, manage, and deliver amazing data-driven graphs and it is one of a trending data analytics tool in the market.
What does SSRS Stand for?
The Microsoft SQL Server Reporting Services, shortly called SSRS tutorial, is a server-based reporting software platform that creates an rdl file.
What is SSRS and SSIS?
SSRS is a SQL reporting service useful to design reports where as SSIS is an Integration service that performs ETL operations.
Why SSRS and its Features?
- SSRS Reports can be exported to variety of formats, inlcuding PDF, Excel, Word, TIFF, HTML, XHTML, and XML.
- We can share the SSRS reports with other users on the network or published them on a corporate intranet or on the internet.
- All the visuals can be sorted by date, category, or any field for that matter with the help of parameters.
- SSRS Charts can be formatted to fit a variety of screen sizes and are designed to work on any Windows-based computer.
- They can be altered or updated easily using SSDT, Report Builder, or the manager without having to re-create them.
- SSRS Reports can be viewed in a web browser or exported to a PDF file.
- Reports can be stored as snapshots so that we can access them at any time without rerunning them.
Although SSRS business intelligence tools reporting is the most powerful one to create data analytics, you can quickly learn this tool in 28 days (Maximum). To design, develop, deliver, manage the charts, or learn Microsoft SSRS tutorial, you need Visual Studio, report Builder, BIDS or Sql Server Data Tools software.
In the early days, BIDS (business intelligence development studio) was the most popular report designer to work with SSRS, however, it was discontinued and replaced by SSDT. So, to understand this tutorial, download and install SSDT and configure SSRS properly for deployment.
SSRS Reports Project Development Tutorial
Every SQL Server Reporting Services, SSRS project is a combination of Data Sources, Data Sets, and Charts.
- Data Source: It is helpful to establish a connection between the Source (from where the source data is) where our data reside and the Report.
- Connection Managers: In SSRS, Connection Managers help you to establish the connection between visualization and the Data Source.
- Dataset: It is nothing but a SQL Command used to extract data from the above-specified Data Source.
- Reports: This is where we create different kinds of visualizations. For this, we use the Data Sources and datasets that we created earlier.
Prerequisite: You cannot learn SSRS tutorials by merely reading this blog. You have to practice every chart by yourself. If you practice multiple times, you can master this reporting tool. So first, Download and install BIDS, or Data Tools.
As we mentioned above, the first step to designing the Microsoft SQL Server Reporting Services is to create a data source, which establishes a connection to the database record. The second step is to create an SSRS dataset that includes queries to retrieve the data source’s actual data.
Next, we have to visualize the data from the dataset by adding charts to the data region. The first day of the SSRS tutorial, Learn everything about them.
- Query Designer
- Creating New Project
- Create a New report
- What is Shared Data Source?
- What is Shared Dataset?
- Create Embedded Data Source
- Creating Embedded Dataset
- Combine Two Datasets
SQL Reporting Services Items
For the next two days concentrate on creating Basic charts. This section of the SSRS tutorial explains the list of available items and their usage inside an original visual.
- List of Items in a Tool Box
- What is Tablix?
- Create Table using Wizard
- Creating a New Matrix
- Create Matrix Using Wizard
- Display or Add an Image to it
- Add TextBox
- Add Rectangle
- Create a List
SSRS Basic Reports Tutorial
Learn about the formatting options in the next four days. This SSRS tutorial section covers the basic reporting using these services.
- Add Grouping in Table
- Adding Row Groups & Column Groups to Matrix
- Create charts using Views
- Create using Stored Procedure
- Add Totals, and Subtotals to Table and Matrix
- Add, Or Remove Headers and Footers
- Global Variables
- Export them to PDF, XML, Excel, Word
SSRS Tutorial on Basic Formatting
This SSRS tutorial section covers the basic formatting options
- Format Table
- Changing Font and Background Color of a Text Box
- Format Numbers in a Text Box
- Format Date and Time
- Repeat Headers on Each Page
- Headers Visible While Scrolling
- Filters at Tablix Level
- Filters at Dataset Level
- Sorting Data at Tablix Level
- Interactive Sorting
- Add Alternative Row Colors
- Add Row Numbers
SSRS Tutorial on Charts
Next, eight days is all about Charts. I don’t think; you need seven days to understand the charts. The following is the list of charts available in the SQL SSRS Reporting services.
- Charts Introduction
- Area Chart
- Bubble Chart
- Column Chart
- Formatting Column Chart
- Data Bars
- Design Data Bars in Matrix
- Formatting Data Bars
- Funnel Chart
- Creating Radial Gauges
- Creating Linear Gauges
- Formatting Gauges
- Formatting Indicators
- Line Chart
- Pie Chart
- Formatting Pie Chart
- Pyramid Chart
- Radar Chart
- Range Chart
- Scatter Plot
- Stacked Bar Chart
By the 16th day, you know everything about Data Sources, Datasets, Basic Tables, and Charts.
Advanced Reports SSRS Tutorial
From 16th to 21st, concentrate on Advanced and Parameter charts. This SSRS tutorial section covers advanced topics like paginated, sub, linked, ad hoc, and drillthrough reports.
- Add Custom Code inside
- Calculated Fields
- Document Map
- Drill Down
- Drillthrough Action
- Matrix Drill Down
- Go to URL Action
- Page Breaks
This section of the SSRS tutorial covers the Parameters defined and uses them as the Filters on the main report. These Parameters are used to filter the data in large reports as per the user sections or the parameter value.
Here, see how to accept the user inputs as the parameter value, assign default values, and multiple values as a parameter of the main one. The most important thing is creating a parameter whose value depends on another parameter. By following these five articles in this Microsoft SSRS tutorial, you can understand all the above-said things.
SSRS Report Manager Deployment and Security tutorial
Once you completed the Design, you can deploy the existing ones into the Reporting Manager. This SSRS report server section covers the security settings and its functionalities to publish charts to the server.
Security: SSRS Reports can be secured through the user roles and permission to individual folders. We can assign different roles such as administrator, the viewer (browser), builder, and report manager.
In addition to that, spend the next five days (22 to 26) learning the SSRS Report Manager scheduling tool, the deployment process, or publishing to the server.
- Services Configuration Manager
- Create a New Folder in the Manager
- Change the Manager Title
- Deploying using BIDS
- Deploy using Manager
- Upload datasets into the Manager
- Create Shared Data Source in a Manager
- Cached Reports
- What is a Linked?
- Report Parts
- Access History Snapshots
- What is data driven Subscription?
- Upload Text, PDF, and Image to the Manager
What is SSRS Report Builder?
If you are a person who doesn’t know the visual studio and loves the Microsoft word then you will enjoy working with the SSRS report builder. It has a simple yet powerful interface to design graphs.
Use those extra two days to learn SSRS Report Builder and this section covers the designer part using this tool.
- Install Builder 3.0
- New Dataset using this builder
- New Table, or Matrix using the builder Wizard
- Create Table Without Wizard
- Pie Chart using Wizard
- Bar Chart without a Wizard
SSRS Reports Tutorial on Work Environment
The SSRS is all about Data Sources, Datasets, and Reports and this article shows you how to learn the tutorial step by step. The below screenshot shows you the work environment (layout) that is used to create projects.
As you can see from the above SSRS tutorial screenshot, we divided the reporting services window into different parts.
- Solution Explorer: This is a combination of Shared Data Sources, Shared datasets, and create reports (rdl or report definition language file ). In Create a New Project article, we explained each section in detail. It is the place, where we can deploy them.
- SSRS Properties: This window is useful to change the property of each item present in a report (including itself).
- Report Data: Here, you can create Parameters, Data Sources, and Datasets required for this particular report. If you are using Shared data Sources, then you have to create a local instance of that.
- Design: This is the place where we design
- Row Groups: To add a new group, or to Delete an existing group. Use this SSRS window to adjust the properties of a row group.
- Column Groups: To add a new column group, or to Delete an existing column group item. Use this window to adjust the column group properties.
SSRS Toolbox tutorial
SSRS tool allows you to create reports from a wide variety of sources. This Toolbox provides a complete set of tools to create a report ranging from basic to most complex as per your business requirements. You can use these graphs by dragging and dropping them into the work environment.
Advantages of SSRS?
- It’s free when you purchase the SQL Server license. For the learner, you can download the latest developer version and visual studio to use and test.
- One can create a SSRS report without writing a single line of code.
- Users coming from SQL backgrounds can generate the most powerful high-level reports for their Organisations. Because they can pass data from stored procedures.
- The best solution for small companies.
- Option to schedule the rdl execution.
- Reports can be delivered to Emails at regular intervals or at any specific day or time.
- SSRS Snapshot reports are beneficial to view at any time without running the same chart or data processing.
- It comes with the security features that we generally see in windows users. It has the option to specify the user roles and permissions. The best part is, that we can simply integrate the windows users with this tool.
Drawbacks of reporting in SSRS?
Although SSRS is a comprehensive reporting software platform with a wide range of features, it has its own disadvantages.
- If you don’t understand the data stored on the Server, it will be impossible to analyze the data.
- Although Microsoft is improving this SSRS reporting tool with major updates, the introduction of Power BI might be a better option for the future.
- Working with parametrized reports may go wrong. And, we always provide the parameter value to generate reports. If we haven’t provided the default values, it throws errors before generating a visual.
- SSRS needs extra SQL server data storage to save the reporting services graphs in its instance or catalog.
- Though it has the option to write custom code, it is very difficult to write functions, and no way to debug the code.
- You have to work with internal files to modify the outlook of the previews. For instance, we have to edit the system file to remove the print button or control the export options.
- Configuring the Client-Server system for this SSRS reporting service involves a workaround.