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Before we discuss specific report-authoring options, it may make sense to step back and reflect on the authoring process to learn how you can create reports that meet user requirements. Although there is no magic formula for creating successful reports, I recommend that you follow a guided process for authoring reports similar to the software development methodology in general. Figure 2.1 shows the typical steps you should follow when authoring your reports. Experienced developers will probably recognize these steps immediately. Just as with software projects, you should resist the temptation to jump into construction (report authoring) before you have a good understanding of what your users want. Once the report is ready, it has to be meticulously tested before it is deployed to the report catalog. Below the name of each step, we ve listed the typical ways to accomplish the step. For example, you can author the report with VS.NET, generate the report definition programmatically, or use third-party tools. Let s explain each step in more detail.
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Figure 2.1 The report-authoring process typically consists of analysis, construction, testing, and deployment steps.
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REPORT AUTHORING BASICS
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Analysis The objective of the Analysis step is to collect the user requirements and prototype the report. In this stage, you typically examine existing report artifacts and other data sources, such as paper reports, spreadsheets, and standard forms, to understand what data is needed and how it is related. In addition, you conduct Joint Application Development (JAD) sessions with your users to clarify the reporting requirements, create throwaway report prototypes, and in general, do whatever possible to reach a consensus with your users about what the report should look like. For example, in chapter 1 we created the Sales by Territory report requested by the Adventure Works management. Here, we ve assumed that the Analysis step has been completed and we know exactly what our users want. If that were not the case, however, we would've started with prototyping the report. First, we could ve determined what reporting sources the AWC managers currently use to obtain the same data. Perhaps they use Excel spreadsheets that we can use to see what the report looks like. Once we ve determined the report layout, we need to find where the report data originates. In this case, we need to find out where the sales data resides in mainframe, Oracle, or SQL Server databases Sometimes, you will find that you don t have all the data you need to satisfy the user requirements. For example, you might discover that some of the information is buried deep within the mainframe abyss and getting it out to daylight will require another project or two altogether.
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I was involved once in a project with a major corporation to build an ASP.NET-based prototype whose main objective was to showcase .NET best development practices. During the requirements-gathering phase, I worked with one of the in-house business analysts. The application had to simulate an online food delivery service and allow customers to browse food categories, select an item, and so forth in other words, a typical shopping cart e-store application. One of the client requirements stipulated that we had to follow the client process methodology, and its first stage was creating use cases. The business analyst and I divided the use cases among us. You can imagine my surprise when I was reading the Cook food and Deliver food use cases that she had come up with. The Cook food use case included such tasks as get ingredients, heat utensils, mix ingredients, and taste food, whereas Deliver food called for the driver checking the gas tank, filling the tank, and similar tasks. Obviously the analyst was more familiar with the food-cooking process than software development.
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A good approach at the end of this phase is to come up with a paper prototype of the report that defines the report look and feel. Next, during the report design phase, you can use this prototype to flesh out the actual report. Discussing the Analysis step in any greater detail is outside the scope of this book. However, to emphasize the importance of requirements gathering and analysis, we use a common pattern for the reporting solutions that we ll build in subsequent THE REPORT-AUTHORING PROCESS: STEP BY STEP 41
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chapters. Notice that each reporting solution starts with defining the user requirements and high-level design goals that must be addressed before moving on to the actual implementation. 2.1.2 Construction If you make it successfully out of the analysis, you graduate to the report-construction phase. The main deliverable of the Construction step is the RS-based report. Here, you will use one of the report-authoring options described in this chapter to create the report. As we ve mentioned, there are several techniques you can use to do this, ranging from taking advantage of the integration with VS.NET Report Designer to generating the report definition programmatically. If you create your reports interactively by using the reporting tools we discuss in this chapter, you will find that report construction is typically a two-stage process and consists of (1) setting up report data, and (2) arranging report items on the report canvas. With RS, to set up the report data you first specify a data source and define one or more queries, as we discuss in detail in chapter 3. Next, you can use data regions (such as tables, matrixes, lists, and charts) to display the data on the report and add other report items to the layout. 4 shows you how to do just that. Testing Similar to how you test software projects, you should perform unit testing with your reports, as well as QA testing. With VS.NET you can easily preview the report to ensure that its layout meets the requirements and executes successfully. Once you are satisfied with the layout, inside the VS.NET IDE you can fully simulate the production report server environment and determine whether the report will render under given configurations. You ll see how the Report Designer facilitates the report unit testing process in section 2.2.2. Once you have finished unit testing, the report goes to QA for final preproduction testing. If possible, you should designate a separate staging test Report Server for performance and logistics reasons. Deployment As we mentioned in chapter 1, to make your report available to end users you have to deploy it to the report catalog. RS gives you several options for uploading your reports: Uploading the report definition file manually using the Report Manager. We ve already seen how in chapter 1. Uploading the report from within the VS.NET IDE. We explain this technique in section 2.2.2. Uploading the report definition programmatically by calling the Report Server Web service (see chapter 7 for more on this approach). 42
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