Data Repository Training - Class Details

Syllabus – Advanced DR Reporting with SSRS

Day 1

  • SSRS Component Overview – we start with an overview of the components that comprise the SQL Server Reporting Services application. We review the Visual Studio development environment used to author reports as well as the Report Manager application where SSRS reports are deployed and rendered. This includes a listing of the features available with SQL Server Reporting Services, licensing issues, deployment options, and a review of how the application can best be applied to perform report generation in a DR environment.
  • Getting Started with SSRS & the Report Wizard -  the fastest and easiest way to generate a DR report using SSRS is to use a pre-developed SQL stored procedure as a data source and step through the Report Wizard.  The Report Wizard allows a basic report to be designed and previewed by simply stepping though a series of dialog screens.  During the course, we will discuss the ramifications of each Report Wizard option and discuss how each option can be easily modified later.  Using a simple stored procedure, we will develop a basic census report and preview the output that an end user would see from their web browser.
  • Visual Studio / SQL Server Data Tools - the GUI for SQL Server Reporting Services is excellent, allowing sophisticated reports to be generated using two simple procedures: dragging and dropping objects and setting object properties. The course provides an overview of the entire SQL Server Reporting Services interactive development environment (IDE). This allows both novice and expert class participant to easily navigate through this complex application. This includes a review of:  menu options and sub-options, toolbar items, data source view, design view and preview windows and related options, and setting object properties.
  • SSRS Report Layout and Format - many powerful DR-based reports can be generated by a healthcare organization using only the basic capabilities of SQL Server Reporting Services. During this module, the basics of SSRS are used to develop powerful and interesting reports. Basic report development concepts include: using the report wizard, generating SQL statements using the Reporting Services query tool, filtering results, placing data fields on a report and setting field object properties, formatting report output, and previewing results.

Day 2

  • Parameterized Reports & Multiple Datasets – using parameters with reports allows the same report to answer many different questions. Parameters can be free text, a fixed list of selections, generated by a control (as a calendar control), or a dynamic list generated by a SQL stored procedure.  During the course, we will explore each of these options and demonstrate the incredible flexibility that can be obtained when introducing parameters to a report.
  • Linked Reports and Sub-Reports - another advanced feature available in SSRS is the ability to link reports with hyperlinks and parameter passing.  This is accomplished either as a “drill-through” report to a new report or as an embedded “sub-report” within an existing SSRS report.  Examples of each of these advanced techniques will be reviewed and we will discuss the advantages and disadvantages of each approach.
  • SSRS Report Management - Report Manager is the web-based application in which SSRS reports are deployed and executed.  Report Manager provides secure access to reports using Windows Active Directory technology.  Within Report Manger, properties can be set to determine who can view reports, how reports are consumed, and when the reports are executed.  We will discuss the following topics during this section:  report management (e.g., security), using subscriptions, defining report execution schedule, and report delivery strategies.
  • SSRS Report Deployment - the most advanced features of SSRS are related to the flexibility in which SSRS reports can be deployed.  Reports can be run in an ad hoc manner, pushed to a file share, automatically e-mailed on a schedule, as well as several other deployment options. Report formats can be configured as images, XML, pdf, Excel, and other formats and a single SSRS report can be designed to be sent to different users using different formats. During this section, we will explore the many ways that reports can be deployed and develop examples of each option.
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