Date post: | 24-Jul-2015 |
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DBIS Standard Report PublishingSteps
1. After developing query in SSMS, have T-SQL code ready to copy,
and list of tables used in query.*
2. Open DBIS – open Query Depot, create folder for report, and run
query. This serves as validation for query, and possibly can be
used in the future for testing modifications.
3. Create report
4. Test report – run report in Reports to Go
* Only need list of tables that are the result of package runs – loads and appends – the first part of this presentation deals with simple report creation
DBIS Report PublishingQuery Depot
Give report meaningful name, similar to your report name – you will go back later and rename with the report name once it’s assigned
Locate your object; right-click, select New > Query
DBIS Report PublishingQuery Depot
Give it a meaningful name that works for you – just be consistent – this is your place to test and document your queries.
DBIS Report PublishingQuery Depot
Drop your T-SQL in the code window to the right, and run your query – the results will display in the window at the bottom, similar to SSRS
DBIS Report PublishingQuery Depot
The results will display in the window at the bottom, similar to SSRS – you’re ready to develop your report
DBIS Standard Report PublishingReport creation
• First, determine what category you are going to replace the report in
DBIS Standard Report PublishingReport creation
• Determine what category you are going to replace the report in; Say, for example, you want to put it in Customer Activity / Completed Jobs in Reports/ Residential / Texas
• Right-click on category folder, and get ready to name your report
DBIS Report PublishingReport creation
Next: Bring in query for report – right click on report object; New / Query
DBIS Report PublishingReport creation
Next: Name query – for every separate query you have, that will represent one tab in Reports To Go. Reports are often, for example, broken down between Residential and Commerical, with separate tabs and separate underlying queries. Or with 3 tabs, by region (NTX, CTX, STX)
DBIS Report PublishingReport creation
• Note: Description field may be used later for documenting modifications
Export to Excel functionality• You will most likely want to set up the ability for the user to export to
excel• Right-click on object name; New > Export
Export to Excel functionality• Right click on export object; define properties; enable if so desired.• Save changes
DBIS Report PublishingReport creation
Next: Check Excel; Enabled; Save changes *
* Note: You may want to wait until process is fully tested before enabling package, especially if there is a related pacakage table append
Dependencies
• Need to set up dependencies – any report that uses tables that are the result of packages with table loads/appends need to be set up. Should have list of applicable tables ready.
DependenciesUsing drop-downs, add appropriate tables used in the query
Click “Add” button to add to list of tables with dependencies
REMINDER
• Remember to include that all reports need to have dependencies set up, whether there is a package for a table load/append involved or not
• Discuss timing issues, such as monthly reports run on the 19th if low usage