AD HOC REPORTING in VB.NET

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Static drill-through reports Static drill-through reports are simply predefined, published reports that you can map to specific parts of a report model. You must create static drill-through reports in the Report Builder and save them to the Report Server. Once you ve done this, you can go into SQL Server Management Studio and assign the reports to specific parts of your model. These reports will replace the temporary drill-through reports. For more information on assigning published Report Builder reports to specific entities, search for How to Map a Predefined Report in a Report Model in the SQL Server Books Online documentation. Keep in mind that access to these static drill-through reports is managed through the role security. If you map a static drill-through report to a particular entity and the user who selects this entity does not have access to your report, they will see a temporary drill-through report instead. 7.3.4 Advanced filtering with the Report Builder Remember Bob from the introduction of this chapter Bob is a sales manager who is interested in creating an ad hoc report that shows a list of names and emails addresses for his customers who Purchased bikes two years ago Purchased accessories for their bike last year Have not purchased any accessories this year For this example, let s use the completed Adventure Works report model (included with the source code for this book) and use 2004 as the current year. Be sure to open and deploy this project before starting the Report Builder. Once the project has been deployed, launch the Report Builder from the Report Manager. When the Report Builder opens, select the Adventure Works report model, choose the Table (Columnar) option, and click the Open button. Let s start by placing on the design surface the data fields that we want displayed on the report. Select the Customer entity on the left. This ensures that the Customer Attributes appear in the Fields section at the bottom left of the Report Builder. Move the Customer Name and Email Address fields onto the report. Notice that the fields in use by the report are shown in bold in the Fields selection list. Once you have the fields on the main design surface, click the Filter button. This displays the Filter Data window. Table 7.6 lists the steps for specifying our advanced filter. Once you ve completed the steps in table 7.6, your screen should look similar to figure 7.27. The current report will now show Bob all customers who purchased bikes in 2002 and accessories in 2003. This is close to meeting his requirements but not quite.
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Advanced filtering can be very simple.
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Table 7.6 Step 1
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Advanced filter steps Details In our previous example, the product profit margin report, we kept the When Adding A New Condition, Apply To All Data In My Report checkbox selected. For this example be sure that this check box is not selected. This allows us to create distinct grouping within our filter. With the Customer entity selected, drag Customer Type from the Fields section onto the filter design surface. Choose I from the dropdown list. In the AdventureWorks database two customer types are defined: Individual (I) and Store (S).
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Advanced filter setting Deselect the When Adding A New Condition, Apply To All Data In My Report check box. Filter by Customer Type.
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Filter by Order State/ Select the Sales Order entity and then the Bill To Address entity. Province. From the Fields list drag the State Province field under the Customer Type filter. Bob s territory is the state of Washington, so choose Washington from the drop-down list. continued on next page
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Table 7.6 Step 4
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Advanced filter steps (continued) Details With the Sales Order entity selected, expand the Order Date attribute and drag the # Order Year field onto the surface. Notice that the Report Builder put an and separator and adds our new selection in its own filter grouping called Any Sales Order With. The filter grouping functionality was enabled during the first step when we deselected the check box at the bottom of the Filter Data window. Choose 2002 from the # Order Year field drop-down list. Choose the Sales entity and then the Product entity. From the Fields list drag the Product Category into the new grouping that we created. To add this field to the 2002 Order Year grouping, you need to drop the field inside the 2002 grouping box. Choose Bikes for this field. Create another grouping by selecting the Sales Order entity and drag the # Order Year just like we did earlier and choose 2003 as the Order Year. Be sure to place this field under our 2002 grouping and not inside it. Also similar to our previous step, choose the Product Category and place it in the 2003 grouping box, and then select Accessories from the drop-down list.
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