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Task: Create a Business Intelligence Project
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To create a project, complete the following steps (see figure 1.10): Step 1 Open Visual Studio .NET and choose File New Project. Step 2 From Project Types, select Business Intelligence Projects. Step 3 From Templates, select Report Project. Step 4 In the Location field, enter AWReporter, specify a location, and click OK. Step 5 Once the project is created, right-click on the AWReporter project node in the Solution Explorer window and select Properties. The Property Pages dialog box appears, as shown in figure 1.11. Step 6 Verify that the TargetFolder setting is set to AWReporter. This specifies the folder name in the report catalog where all reports defined in the project will be deployed. Step 7 In the TargetServerURL field, enter the Report Server URL. If RS is installed locally on your machine and you have accepted the defaults during setup, the RS IN ACTION 25
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Use Visual Studio .NET to create a new BI project.
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Use the report property page to set up the project properties.
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INTRODUCING MICROSOFT REPORTING SERVICES
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URL of the Report Server should be http://localhost/ReportServer. Click OK
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to close the Property Pages dialog box.
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Task: Create the Report Data Source
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Next, we create a shared data source pointing to the AdventureWorks2000 sample database. Don t worry if the concept of a shared data source is not immediately clear. When we get to chapter 3 it will all begin to make sense. Step 1 Right-click on the Shared Data Sources node in the Solution Explorer and choose Add New Data Source. The familiar Data Links Properties appears, as shown in figure 1.12. Switch to the Provider tab and verify that the Microsoft OLE DB Provider for SQL Server is selected (we will be connecting to a SQL Server database). Back to the Connection tab, specify: The name of the SQL Server that you use to install RS. In my case, the database is installed locally, which is why the data source name is . A valid username and password combination for an SQL Server account that has permissions to query the tables in the AdventureWorks2000 database. Select the Allow Saving Password check box. Select the AdventureWorks2000 database from the Select the database on the server drop-down list. Test the connection by clicking the Test Connection button. If all is well, click OK.
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Figure 1.12 Use the Data Link Properties dialog box to establish to set up a data source pointing to the AdventureWorks2000 database.
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RS IN ACTION
Step 2 By default, RS names the data source with the same name as the database. Since we are going to use this data source for most of the sample reports in this book, let s make the name more descriptive. Double-click on the AdventureWorks2000.rds file. The Shared Data Source dialog box appears, as shown in figure 1.13. Change the Name property of the data source to AW2000 Shared DS and click OK. Optionally, in the Solution Explorer rename the data source file to AW2000 Shared DS.rds. Now it s time to author the report. We ll use the handy Report Wizard to save some time.
Task: Set the Report Dataset
Step 1 Right-click on the Reports node in the Solution Explorer and choose Add New Report. Step 2 On the Report Wizard welcome screen, click Next. Step 3 On the Select the Data Source screen, make sure that the Shared Data Source radio option is selected and that AW2000 Shared DS appears in the Shared Data Source drop-down list. Click Next. Step 4 In the Design the Query screen, click the Edit button. The familiar query designer window appears.
Figure 1.13 database.
Setting up the shared data source to AdventureWorks2000
INTRODUCING MICROSOFT REPORTING SERVICES
Step 5 Enter the following SQL statement in the query pane:
SELECT ST.Name AS Territory, PC.ProductCategoryID, PC.Name AS ProductCategory, SUM(SOD.UnitPrice * SOD.OrderQty) AS Sales SalesOrderDetail SOD Product P ON SOD.ProductID = P.ProductID SalesOrderHeader SOH ON SOD.SalesOrderID = SOH.SalesOrderID SalesTerritory ST ON SOH.TerritoryID = ST.TerritoryID ProductSubCategory PSC ON P.ProductSubCategoryID = PSC.ProductSubCategoryID ProductCategory PC ON PSC.ProductCategoryID = PC.ProductCategoryID DATEPART(YY, SOH.OrderDate) = DATEPART(yy, GETDATE()) ST.Name, PC.Name, PC.ProductCategoryID ST.Name, PC.Name
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