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Reporting Services 2008

This conference focuses on advanced report building techniques in Reporting Services, including grouping, row visibility, parameters, charts/gauges, greenbar reports, proximity market comps, and data edits.

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Reporting Services 2008

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  1. Wingap Conference 2011 Reporting Services 2008 Tracy Thomas Blackberry: 404-831-0158 Email: atthomas@wingap.nettracy.thomas@dor.ga.gov

  2. Topics • Grouping • Row Visibility • Parameters • Charts / Gauges • Greenbar Reports • Proximity Market Comps • Data Edits

  3. Shameless Plug • We’ve had countless one-day seminars and conference presentations on the basic report building in Reporting Services • Wingap Tech and Wingap Tech II also provide instruction on building reports in RS • This seminar is not going to repeat that material here, if you seek more knowledge on the general operation of RS – please register for Wingap Tech / Tech II at your first convenience. • Now … let’s get to it …

  4. Grouping

  5. Grouping • We will start with a simple report of • Names • Tax Districts • Parcel numbers • Digest Class • Current FMV

  6. Grouping • By grouping reports we can take a simple list and turn it into a powerful tool. • We will start by adding a row group based on Tax District, this will group our listing into the different tax districts

  7. Right-Click on the ROW for context menu Grouping: Parent Group

  8. Grouping: Parent Group • Group by Taxdistric • Add Group Header

  9. Grouping: Parent Group • Click OK

  10. Grouping: Parent Group • Tax District Group added to report

  11. Grouping: Parent Group • For now, the best usage of grouping is to add totals for a specific data item • So let’s add value totals and parcel counts for each tax district • Couple of methods available, which depends upon your level of comfort with t-sql and where exactly you want totals to appear • In both row header and row footer? • Only in row header?

  12. Grouping: Parent Group • Our first method will be the quick-n-dirty (easy) approach • Right click on the value field, and select “Add totals” from the context menu • This will add the totals in the group footer. • Then we can copy/paste the total expression into the group header.

  13. Grouping Right-Click for context menu Click ‘Add Total’

  14. Before adding totals • After adding totals • Now we do our copy/paste magic to place total in header band

  15. Grouping: Parent Group • Now totals exist in both group header and group footer • Lets have a look at the report output

  16. Grouping: Child Group • Now, we are starting to get more information from our report. • We can add even more information by creating sub-groups within the parent tax district group • Let’s create a child group on digest class • Repeat process of creating parent group • Right-click on row to access context menu • But this time it’s parent group row instead of the data detail row

  17. Right-click on group row Do not right-click on data detail row

  18. Grouping: Child Group • Group by: Digclass • Add group header

  19. Grouping: Child Group • Group2 has been added to our report

  20. Grouping: Child Group • Report Output • Our report is getting more and more informative. • We’ve already found we have a parcel in tax district ’01’ that doesn’t have a digest class. • Let’s add subtotals for FMV for each digest class • We will copy/paste the totals field from group1 to group2

  21. Grouping: Child Group Group 1 (tax district) totals Group 2 (digest class) totals

  22. Grouping • We can really clean up our report with a little simple formatting and adding some text descriptions • Before • After

  23. Row Visibility

  24. Row Visibility • Row visibility allows us to create drill down reports and to show rows of information based on user interactivity • First we will look at accessing the visibility options of rows • Right click on the data detail row to access the context menu

  25. Row Visibility • The default is to “SHOW” the row • In this example we are going to change this to hide when the report is initially run

  26. Row Visibility • Now the key part is … at some point, we should give the user the option to toggle this data between HIDE and SHOW • Using the checkbox shown you can define which report item will contain the display toggle

  27. Row Visibility • In our example, we have a report grouped on two things • Group1 = Tax District (Parent) • Group2 = Digest Class (Child) • In this example, we want to set the toggle at the child group, Group2

  28. Row Visibility

  29. Row Visibility • Now check out the report output • The user now can expand any group to view the details of the report

  30. Row Visibility • With a little formatting and adding additional expressions to count the number of items in each grouping, we’ve got ourselves a nice report that all started with a simple listing

  31. Parameters

  32. Parameters • We will start with a simply list of: • Parcel Numbers • Acres • Homestead Code

  33. Parameters: Quick-n-dirty • We’ve used WHERE statements to condition our reports, parameters take the WHERE statement to lands unknown … • And the best part is they are sooooo easy. • Currently: • select parcel_no, homestead from realprop where homeexempt = ‘S1’ • New: • select parcel_no, homestead from realprop where homeexempt = @HSCode

  34. Parameters: Fully Featured • Parameter Setup and Configuration • Predefined Selection List • Default Value • Dynamic List selection from HS codes that actually exist in our database

  35. Parameters: Setup • Add Parameter • From REPORT DATA • Right click on PARAMETERS • Select “ADD”

  36. Parameters

  37. Parameters

  38. Parameters • Click the preview tab and the user is prompted for the value of @HSCODE • Notice the text of “Enter Homestead Code” as was entered during the parameter configuration

  39. Parameters • Upon entering “S1” and clicking View Report, user gets their report

  40. Parameters • Now, wouldn’t it be nice to provide the users with a list of homestead codes so they could pick from a list rather than entering the text from scratch? • Right-click on Parameters > Properties > Available Values

  41. Parameters • User is now provided with a pick list

  42. Parameters: Dynamic List • Wouldn’t be even better to provide a listing of each of the homestead exemption codes actually found on parcels? • To do so we’ll create a second dataset within our report • Then we edit our parameter as shown on next slides

  43. Parameters: Dynamic List • Step 1: right click on data source and select ‘add data set’

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