$49.99 USA $59.99 CAN

Have you mastered the “how-tos” of Reporting Services? Can you confidently design simple reports—but now you need help with meeting the demands of more complex and advanced types of reports? If so, this is the ideal resource for you. Packed with proven design practices, this book serves as a collection of recipes for solving design problems so that you don’t have to reinvent the wheel with each challenge you face. Organized by specific types of reports, the book covers grouped reports, charts, composite reports, dashboards, forms and labels, interactive reports, and more. Step-by-step instructions allow you to implement these best practices immediately so that you can solve your own design hurdles quickly.

SQL Server Reporting Services Recipes:

• Reviews basic report design concepts and components

• Covers localization, data sorting and filtering, handling dynamic data sources, and more

• Presents design solutions that can work with any release of SQL Server Reporting Services, including specific recipes for 2008 R2

• Shows how to aggregate semi-additive measures in a report

• Features a companion web site that provides finished report examples and data you need to design each recipe in the book

Paul Turley is a business intelligence solution architect and manager for Hitachi Consulting. He is a Microsoft MVP and Certified Trainer. He designs solutions and teaches classes on SQL Server technologies to companies around the world. Paul is the author of several books, including Professional SQL Server Reporting Services (2000/2005/2008).

Robert M. Bruckner is a technical lead with the Microsoft SQL Server product team. His core area of responsibility is the development of the report processing engine of Reporting Services. Robert frequently shares Reporting Services tips on his popular blog at http://blogs.msdn.com/robertbruckner.

Database Management / General

Step-by-step instructions show you how to create expert reports

wrox.comProgrammer ForumsJoin our Programmer to Programmer forums to ask and answer programming questions about this book, join discussions on the hottest topics in the industry, and connect with fellow programmers from around the world.

Code Downloads Take advantage of free code samples from this book, as well as code samples from hundreds of other books, all ready to use.

Read More Find articles, ebooks, sample chapters, and tables of contents for hundreds of books, and more reference resources on programming topics that matter to you.

Turley,Bruckner

Paul Turley, Robert M. Bruckner

SQL Server® Reporting Services Recipes

Microsoft®

SQL Server

® Reporting Services RecipesM

icrosoft ®

for Designing Expert Reports

for Designing

Expert Reports

Wrox Programmer to Programmer™Join the discussion @ p2p.wrox.com

BegISBNacco

ProfISBNaccom

BegISBNaccomGet more out of

wrox.com

Programmer to Programmer™

InteractTake an active role online by participating in our P2P forums @ p2p.wrox.com

Wrox Online LibraryHundreds of our books are available online through Books24x7.com

Wrox Blox Download short informational pieces and code to keep you up to date and out of trouble!

Join the CommunitySign up for our free monthly newsletter at newsletter.wrox.com

BrowseReady for more Wrox? We have books and e-books available on .NET, SQL Server, Java, XML, Visual Basic, C#/ C++, and much more!

Contact Us. We always like to get feedback from our readers. Have a book idea? Need community support? Let us know by e-mailing wrox-partnerwithus@wrox.com

Related Wrox Books

Beginning Microsoft SQL Server 2008 ProgrammingISBN: 978-0-470-25701-2Author Robert Vieira draws on his experience as one of the leading authorities on Microsoft SQL Server and uses his unique tutorial approach to explain the significant changes to the fundamental core components of SQL Server 2008. You’ll begin with an overview of database design concepts and learn how to implement these fundamental concepts with Microsoft SQL Server 2008. Then, you’ll take a look at the role of an RDBMS (relational database management system) and where it fits in the grand scheme of system development. With this book, you will conquer the many changes and challenges of Microsoft SQL Server 2008.

Beginning T-SQL with Microsoft SQL Server 2005 and 2008ISBN: 978-0-470-25703-6This book teaches all of the basics of T-SQL as it’s used with SQL Server 2005 and 2008 databases. The authors begin with the essentials of SQL Server that are needed to get the most from T-SQL. They then move on to introduce T-SQL itself, including the core elements of data retrieval, SQL functions, aggregation and grouping, and multi-table queries, and they fully explain transaction processing and data manipulation using T-SQL. The authors also show you how to create and manage T-SQL programming objects, including views, functions, and stored procedures.

Knight’s 24-Hour Trainer: Microsoft SQL Server 2008 Integration ServicesISBN: 978-0-470-49692-3A unique lesson-based book that walks you through the essential parts of SSIS. Each lesson is streamlined to teach a specific component of SSIS, helping you to focus on just what you need in order to succeed. As many readers learn better by getting their hands on the product, this book provides you with a step-by-step lab for each lesson with a video to accompany it.

Microsoft SQL Server 2008 Integration Services Problem-Design-SolutionISBN: 978-0-470-52576-0SQL Server Integration Services (SSIS) is the most widely adopted Business Intelligence (BI) component of SQL Server and the leading extraction, transformation, and loading (ETL) tool in the data warehouse industry. Written by a team of Microsoft MVPs for SQL Server, this book presents you with an array of common problems that SSIS administrators and developers face on a daily basis, and walks you through the steps necessary to solve these challenges.

Professional Microsoft SharePoint 2007 Reporting with SQL Server 2008 Reporting ServicesISBN: 978-0-470-48189-9 This book walks you through the various challenges of combining SharePoint 2007 with SSRS 2008, and provides you with tips and tricks for handling the obstacles that you may face when attempting to develop reports in your SharePoint environment. You’ll discover the new features of SSRS 2008 while also learning helpful techniques for creating quick and engaging reports when using it.

Professional Microsoft SQL Server Analysis Services 2008 with MDX ISBN: 978-0-470-24798-3 This book explains how to best use these enhancements for your business needs. The authors provide you with valuable insight on how to use Analysis Services 2008 effectively to build, process, and deploy top-of-the-line business intelligence applications. You’ll explore everything that Analysis Services 2008 has to offer with the help of step-by-step instructions on building multi-dimensional databases.

Professional Microsoft SQL Server 2008 ProgrammingISBN: 978-0-470-25702-9 Written by one of the leading authorities on SQL Server, this book helps you quickly deploy data-driven solutions to meet your business needs. You will learn how to write complex queries, build different data structures, and improve application performance. Everything from the new data types and indexing structures to the manageability features and advanced time zone handling is covered in this book.

Professional Microsoft SQL Server 2008 Reporting ServicesISBN: 978-0-470-24201-8 This hands-on guide will show you how to harness the full power of Reporting Services to create reporting and business intelligence solutions that meet your company’s needs. It walks you step-by-step through the fundamentals of designing the most effective reports by following careful planning considerations. The authors progress from beginning to advanced report design and filtering techniques, showing you the conditions where reports could be more efficient. They also explore holistic business intelligence solutions, comprehensive OLAP/Analysis Services reporting, and complete production-deployment scenarios.

Microsoft® SQL Server® Reporting Services Recipes

FOREWORD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii

PREFACE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv

INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxvii

CHAPTER 1 Business Reporting Paradigms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

CHAPTER 2 Basic Report Design Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

CHAPTER 3 Report Design Essentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

PART I Columnar and Grouped Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

PART II BI Dashboards and Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

PART III Chart and Gauge Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

PART IV Interactive Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

PART V Integrated Reporting Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

PART VI Enhanced Report Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

PART VII Filtering and Parameterization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479

PART VIII Custom and Dynamic Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551

PART IX Games . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 583

INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 601

❘ iii

Microsoft® SQL Server®

Reporting Services Recipesfor Designing Expert Reports

Paul TurleyRobert M. Bruckner

Wiley Publishing, Inc.

Microsoft® SQL Server® Reporting Services Recipes: for Designing Expert Reports

Published byWiley Publishing, Inc.10475 Crosspoint BoulevardIndianapolis, IN 46256www.wiley.com

Copyright © 2010 by Paul Turley and Robert M. Bruckner

Published by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

ISBN: 978-0-470-56311-3

Manufactured in the United States of America

10 9 8 7 6 5 4 3 2 1

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means,electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization throughpayment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978)750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department,John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online athttp://www.wiley.com/go/permissions.

Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect tothe accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitationwarranties of fitness for a particular purpose. No warranty may be created or extended by sales or promotional materials. Theadvice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that thepublisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, theservices of a competent professional person should be sought. Neither the publisher nor the author shall be liable for damagesarising herefrom. The fact that an organization or Web site is referred to in this work as a citation and/or a potential source offurther information does not mean that the author or the publisher endorses the information the organization or Web site mayprovide or recommendations it may make. Further, readers should be aware that Internet Web sites listed in this work may havechanged or disappeared between when this work was written and when it is read.

For general information on our other products and services please contact our Customer Care Department within the UnitedStates at (877) 762-2974, outside the United States at (317) 572-3993 or fax (317) 572-4002.Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available inelectronic books.

Library of Congress Control Number: 2010920661

Trademarks: Wiley, the Wiley logo, Wrox, the Wrox logo, Wrox Programmer to Programmer, and related trade dress aretrademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries,and may not be used without written permission. Microsoft and SQL Server are registered trademarks of Microsoft Corporationin the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing,Inc. is not associated with any product or vendor mentioned in this book.

This book is dedicated to every database professional, developer, and report

designer who has gone beyond the call of duty, worked ridiculous hours obsessing

over that perfect report — so their business leaders can know what’s going on in

their organizations.

— Paul Turley and Robert M. Bruckner

CREDITS

EXECUTIVE EDITOR

Robert Elliott

PROJECT EDITOR

Tom Dinse

TECHNICAL EDITORS

Paul S. WatersRob Boek

PRODUCTION EDITOR

Kathleen Wisor

COPY EDITORS

Christopher JonesMaryann Steinhart

Kim Cofer

EDITORIAL DIRECTOR

Robyn B. Siesky

EDITORIAL MANAGER

Mary Beth Wakefield

ASSOCIATE DIRECTOR

OF MARKETING

David Mayhew

PRODUCTION MANAGER

Tim Tate

VICE PRESIDENT AND

EXECUTIVE GROUP PUBLISHER

Richard Swadley

VICE PRESIDENT AND

EXECUTIVE PUBLISHER

Barry Pruett

ASSOCIATE PUBLISHER

Jim Minatel

PROJECT COORDINATOR, COVER

Lynsey Stanford

PROOFREADER

Word One, New York

INDEXER

Johnna VanHoose Dinse

COVER DESIGNER

Mike E. Trent

COVER IMAGE

© Mark Evans

ABOUT THE AUTHORS

PAUL TURLEY, MVP, MCTS-BI, MCITP-BI, MCT, MCDBA, MCSD,MSF Practitioner

Paul is a BI Solution Architect / Manager for Hitachi Consulting and a Microsoft MostValuable Professional (MVP). He is part of Hitachi Consulting’s national BusinessIntelligence and Process Management team and works on occasion from Hitachi’s

regional office in Portland, Oregon.

He has been architecting, managing, and developing applications and business intelligence solutionsfor large and small businesses since 1992. He has developed custom database, BI, and reportingsolutions for many companies including Microsoft, Nike, Disney, Hewlett-Packard, and Boeing.He teaches, develops training courseware, speaks at industry conferences, and has authored and co-authored several technical books. He has presented at the Professional Association for SQL Server(PASS) global summit since 2004.

He is an MSDN forum moderator for SQL Server Reporting Services and has been a Microsoft Certi-fied Solution Developer (MCSD) since 1996 and maintains certifications in software architecture anddevelopment, database administration (MCDBA), and project management methodologies (MSF &IT Project+.) He holds the current MCTS and MCITP certifications for SQL Server BI.

Paul has authored and co-authored eleven books including Beginning Transact-SQL for SQL Server2005 and 2008, Beginning Transact-SQL for SQL Server 2000 and 2005, Professional SQL Server2008 Reporting Services, Professional SQL Server 2005 Reporting Services, Microsoft Press SQLServer 2005 Integration Services Step by Step, Beginning SQL Server 2005 Administration, andProfessional SQL Server Reporting Services (2000).

ROBERT M. BRUCKNER, Technical Lead, Microsoft

Robert is a developer and technical lead with the Microsoft SQL Server product team.His core area of responsibility is the development of the scalable report processingengine, hosted in server and client components that ship in SQL Server ReportingServices and Visual Studio ReportViewer.

Prior to joining Microsoft and the Reporting Services development team in 2003, Robert researched,designed, and implemented database and business intelligence systems for several years as a researchassistant at Vienna University of Technology, Austria, and as a system architect at T-Mobile Austria.Robert holds a master’s degree and a PhD with highest distinctions in Computer Science from ViennaUniversity of Technology, and holds several patents.

Anyone good with a search engine can find several thousands of Robert’s past postings on pub-lic newsgroups and MSDN forums sharing his insights, tips, tricks, and expert advice related toReporting Services, RDL, and other SQL Server technologies. Robert regularly speaks at industryconferences and also maintains a popular blog at: http://blogs.msdn.com/robertbruckner. In hisspare time, Robert enjoys mountain biking, skiing, and playing foosball.

ABOUT THE CONTRIBUTORS

ROB BOEK, MCITP, MCDBA, MCPD, MCSD, MSCE, MCT

Rob is a Sr. Database Developer for Smarsh, Inc. He has been a database adminis-trator, developer, consultant, and Microsoft Certified Trainer for over 12 years. Robhas supported environments with hundreds of SQL Servers and databases as largeas 35 TB.

Rob is a co-founder of the Oregon SQL Developers group. He has presented at the ProfessionalAssociation for SQL Server (PASS) global summit, and is a frequent presenter at user groups, codecamps, and SQL Saturday events. Rob participated in the development of the SQL Server 2008certification exams as a Subject Matter Expert.

C. RYAN CLAY, Senior Architect, Hitachi Consulting

Ryan specializes in business intelligence, data management, portal and collaboration,and integration/interoperability solutions employing Microsoft technologies. Ryanhas implemented Microsoft Business Intelligence solutions for a variety of Fortune500 clients in the retail, construction, finance, and consumer goods industries. Ryan

holds degrees in computer science, is a published author, and is active in the Microsoft communitythrough speaking engagements and presentations at regional and national events. He lives in theDallas area with his wife and daughter.

RISHI JARIWALA, Senior Consultant, Hitachi Consulting

Rishi has been working as a consultant specializing in Microsoft platforms and imple-menting enterprise-level applications for over six years. Over the last two years, he hasbeen concentrating on the Microsoft BI Platform and has designed and implementedend-to-end BI solutions using the full Microsoft BI Stack, ranging from data

warehouse to performance management. Within the Microsoft BI space, Rishi’s interests are alignedwith SQL Server Reporting Services, SQL Server Analysis Services, and PerformancePoint Server. Hehas gained several Microsoft certifications including MCDBA, MCTS in SQL Server 2005 BI, andMCTS PerformancePoint Server 2007.

DAN KISTING, Senior Consultant, Dynamics National Team of Hitachi Consulting

Dan specializes in software development, business intelligence, and ERP solutionimplementation featuring Field Service Automation for Microsoft Dynamics AX (FSA)and other Microsoft technologies. Dan has implemented FSA and Dynamics AX inboth functional and technical positions for many Fortune 500 clients in the

material testing services, food sorting machine manufacturing, and the heating and air conditioningindustries. Dan holds degrees in both computer science and graphic communication, as well as aMBA in Global Management. He lives in the Portland, Oregon area with his wife, son, and twopugs, Chi-Chi Guey and Mariposa.

ABOUT THE CONTRIBUTORS

GRANT PAISLEY, Founder Angry Koala Pty Ltd, SQL Server MVP

Grant has over 15 years of experience in Business Intelligence and in using ReportingServices and Analysis Server since SQL 2000. Currently he designs, develops, andimplements business intelligence solutions using the Microsoft BI stack with DavidLean, Geoff Orr, Glyn Llewellyn, Lesley Llewellyn, Mark Fitzpatrick, Praveen Chand,

Shaun Bliss, and Sue Fitzpatrick. Grant runs the Sydney SQL Server User Group (sqlserver.org.au).He also founded the reporting community (reportsurfer.com), and is a regular speaker at SQLCode Camp, Usergroups, and TechEd Australia. Any spare time he has he spends mountain bikingor kitesurfing, and he loves Hawaiian stopovers.

EF ROMERO, Senior Consultant, Hitachi Consulting

Ef is a Senior Consultant at Hitachi Consulting where he specializes in business intel-ligence development with SQL Server. His work with SQL Server is concentrated inETL, data warehouse development, database optimization, and reporting. He receivedhis bachelor’s and master’s degrees, both in pure mathematics, from UTEP, and has

worked as a mathematician and BI developer for the past four years.

JOE SALVATORE, Business Intelligence Architect, MicroLink, LLC.

Joe has been a database architect, business intelligence and database developer formore than 12 years, specializing in data access architecture, ETL, data quality profil-ing, and business intelligence development. Serious about successful business intelli-gence solutions that incorporate best practices, he has attended many of

Ralph Kimball’s classes and regularly attended professional conferences such as the Microsoft Busi-ness Intelligence Conference and Professional Association for SQL Server (PASS) Summits. Joe also isan accomplished SQL Server author who has contributed to Wrox’s Professional SQL Server 2005Administration, content relicensed for Professional SQL Server 2008 Administration, and he hascontributed articles for Information Management and SQL Server Standard magazines. Joe is alsoa Microsoft Certified IT Professional - Microsoft SQL Server 2005 and 2008 Business IntelligenceDeveloper as well as a Microsoft Certified Technical Specialist - Microsoft SQL Server 2005 and2008 Business Intelligence Development.

THIAGO SILVA, MCAD, MCTS (ASP.NET), MCPD-Web Developer, Software Archi-tect and Manager of Specialized Services, Hitachi Consulting

Thiago has been developing custom .NET and Reporting Services solutions since theearly days of .NET and SQL Server 2000. He is a part of the Microsoft practice withinHitachi Consulting, where he helps create, manage, and deliver solutions for

clients around the Microsoft technology stack. Thiago is co-author of Professional SQL Server2008 Reporting Services, and has been featured on the tech podcast .NET Rocks. He is an activemember of the .NET development community, where he presents at local user groups. He writestech articles for his blog ‘‘Silvaware,’’ found at http://silvaware.blogspot.com. Thiago holds abachelor’s degree in Information and Operations Management from Texas A&M University. Heis also a Microsoft Certified Professional with the following titles: MCAD, MCTS (ASP.NET), andMCPD Web Developer.

ix

ABOUT THE CONTRIBUTORS

PAUL S. WATERS, Business Intelligence Architect, AMECO (www.paulswaters.com )

During Paul’s 16 years of working in IT, he has held a variety of positions includinghelp desk manager, application developer, network administrator, and Director ofIT. For the past several years, he has been focused on business intelligence and datawarehouse design and development. Currently he designs, develops, and implements

business intelligence solutions using the Microsoft BI stack with his two co-workers Jason S. Burtonand Todd Sibley.

Paul is the Founder and President of the SQL Server Innovators Guild (www.ssig.org), a foundingboard member of the GSA Technology Council (www.gsatc.org), a member of Greenville Tech’sProgram Advisory Council, and was Co-Chairman of the South Carolina Code Camp 2.0(www.sccodecamp.com). He is also a presenter at local user groups and conferences.

x

ACKNOWLEDGMENTS

I THANK MY LEADERS at Hitachi Consulting for their support and tolerance during this long project. I wouldespecially recognize Hilary Feier, Patrick Bolin, and John Lauer for allowing this book to materialize. My thanksgo to Thierry D’Hers and the entire Reporting Services product team who have provided direct support and havebeen responsive to my questions and feedback; to Sean Boon, Bob Meyers, Lukasz Pawlowski, Chris Baldwin,Chris Hays and Carolyn Chau for building an incredible product and helping us take it up a notch or two.

Thanks to my family. To my wonderful wife, Sherri, who is the toughest, most selfless, and most caring womanon the planet. To my daughters Rachael, Sara, and Krista for supporting their dad. To my son Josh for doing theright thing to serve his country, and to Angel for being there with him. Thank you especially to Sara for beingstrong and teaching us about love.

Thank you to my Lord and Savior, for providing for my family and for challenges to make us stronger and betterpeople.

— Paul Turley

I WOULD LIKE TO thank in particular Paul Turley and Bob Elliott for initially envisioning and approaching meabout this project, and the great collaboration throughout. Furthermore, I would like to express a big ‘‘thank you’’to all co-authors contributing to this book, and the invaluable editorial work of Tom Dinse, Rob Boek, and PaulWalters to ensure accuracy.

— Robert M. Bruckner

THANKS TO THE MANY people who contributed to this material — far too many to name here, but you knowwho you are. And a very special thanks to my wonderful, beautiful wife, Donna. She is the one who truly inspiresme in every aspect of our lives.

— C. Ryan Clay

IN ADDITION TO THE constant support from my wife, I would really like to thank Paul Turley for this greatopportunity. I would also like to thank Bob Elliott, Tom Dinse, Paul S. Waters, and Rob Boek for reviewing andediting our work and, last but not least, I would like to thank my co-authors for contributing to this special book.

— Rishi Jariwala

THANKS TO THE DIFFERENT people who contributed to this effort, including the technical editors, Paul T.,Paul W., and Tom D. on the team, Steve Svoboda for giving me the opportunity to learn FSA and AX, and AngelaGarcia and Erin Gray for reviewing my material. Most importantly, however, thank you to my incredibly beautiful(and patient) wife Rosa ‘‘Cuca’’ and my equally beautiful son Alejandro for the patience, support, and for doingeverything they do on a daily basis to make my life complete.

— Dan Kisting

I WISH TO THANK MY wife Sue (who put up with the 3am Skype calls) and our three kids Megan, Lisa, andZoe for their patience while writing these recipes (‘‘Dad, you’re writing recipes? You don’t cook!’’).

— Grant Paisley

ACKNOWLEDGMENTS

AN INESTIMABLE MEASURE of love and gratitude is deserved of both my beautiful wife Dawn and my preciousdaughter Phoebe. Their love, support, and patience were vital not only throughout this project but in every day ofmy life. I would also like to thank all co-authors for their inspiration during this endeavor, especially Paul Turleyfor providing the opportunity to work on this project.

Additionally, I would like to express my thanks to our editors Tom Dinse, Rob Boek, and Paul Walters whosehard work provided for content of the highest fidelity.

— Ef Romero

I WISH TO RECOGNIZE THE love and support of my wife, Linda, and my two boys, Andrew and Matthew,for their inspiration and motivation behind great endeavors such as professional writing. I am always gratefulfor the examples and encouragement supplied by both my parents and my extended family. Thanks especially tothe top-notch efforts of all the managers, editors, and reviewers without whom our efforts would be less than thestellar results that have been achieved.

— Joe Salvatore

THANKS TO MY BEAUTIFUL, loving wife Michelle who supports me and inspires me to be the man that I am,and to my kids, Gabriella and baby boy Silva (who will be joining us soon after we complete this book). They arethe most precious gifts from God.

I would like to thank the Lord God for endurance, provision, and inspiration during the writing of these recipes,and throughout the long nights and weekends.

I also acknowledge:

My colleagues and peers at Hitachi Consulting, for challenging and encouraging me throughout this adventure;

The folks from the Reporting Services team at Microsoft, who have been helpful in answering our questions andgetting us to the bottom line of the features discussed in this book;

My co-authors for assisting with ideas and insightful discussions (and for all their collaboration);

Bob Elliott, Tom Dinse, Paul Waters, and Rob Boek, the editors and reviewers of this book, for their input andguidance, as well as patience and fantastic job of testing and keeping this book consistent and legible.

— Thiago Silva

I WOULD LIKE TO thank my beautiful wife Sarah, and my children, Megan, Laura, Michaela, and Trevor fortheir love, patience, and support while writing this book.

Thanks to Paul Turley and Robert Bruckner for the opportunity to participate in this project, and to Tom Dinseand Bob Elliott for their guidance through the process.

— Rob Boek

I WISH TO THANK my beautiful wife Jennifer and our two wonderful children Emma and Ian for their love,support, patience, and understanding while working on this book.

— Paul S. Waters

xii

CONTENTS

FOREWORD xxiii

PREFACE xxv

INTRODUCTION xxvii

CHAPTER 1: BUSINESS REPORTING PARADIGMS 1

Process and Operational Support 2Report Types 2

Sales Orders, Invoices, Manifests, and Inventory Forms 2Template Forms 3Tabular and List Reports 4Catalogs 6Labels 6Activity Summaries 7Status Reports 8

Analytical Reporting 8Report Types 9

Dashboards and Scorecards 9Pivot Table and Matrix Reports 9Charts 10Maps 14Interactive Reports 15

Application Integration 17Report Integration into Applications 18

Desktop Applications 18Web Applications 19Portal Content 19ReportViewer Control 20

Installing the Reporting Services Samples and SQL ServerSample Databases 21

Server Reports 22HTML Viewer 23Report Viewer Control 23Reporting Services Processors and Extensions 23Report Caching 24

The HTML Rendering Extension 25The CSV-Rendering Extension 25