BlackBelt Authoring: Conditional Drillthrough to Multiple Reports - Page 2

September 18, 2006

Practice

Our first objective is to create three basic reports with which to conduct our working conditional drillthrough sample. Keep in mind that the focus of our efforts is creating the relationships between the reports – the linkages that make them work – and not the reports themselves. Because of time limitations, we will be working with very simple reports – in reality, the business environment will typically require significantly more sophistication. The process of setting up conditional drillthrough is essentially the same in the real world, with perhaps a more complex set of underlying expressions involved, and a greater number of parameters in place.

We will perform our practice session from inside the MSSQL Server Business Intelligence Development Studio. For more exposure to the Business Intelligence Development Studio itself, and the myriad design, development and other evolutions we can perform within this powerful interface, see other articles in this series, as well as within my Database Journal series Introduction to MSSQL Server Analysis Services. In this article, we will be commenting only on the features relevant to our immediate practice exercise, to allow us to get to the focus of the article more efficiently.

Preparation: Create a Basic Set of Reports within the Reporting Services Development Environment

We will create a single "launch" report, and one "target" report, from scratch. In addition, we will "borrow" the design of a sample report to hasten the creation of a second "target" report. We will begin by opening the sample Report Server Project that ships with Microsoft Reporting Services 2005, to save more preparation time (you can create a new project if appropriate to your local environment).

Open the Sample Report Server Project and Ascertain Connectivity of the Shared Data Source

To begin, we’ll launch the SQL Server Business Intelligence Development Studio.

1.  Click Start.

2.  Navigate to, and click, the SQL Server Business Intelligence Development Studio, as appropriate.

The equivalent on my PC appears as depicted in Illustration 1.


Illustration 1: Launching SQL Server Business Intelligence Development Studio

We briefly see a splash page that lists the components installed on the PC, and then Visual Studio opens at the Start page.

3.  Close the Start page, if desired.

4.  Select File -> Open from the main menu.

5.  Click Project / Solution ... from the cascading menu, as shown in Illustration 2.


Illustration 2: Selecting a Project ...

The Open Project dialog appears.

6.  Browse to the AdventureWorks sample reports.

The reports are installed, by default (and, therefore, subject to reside in a different place on our individual machines), in the following location

C:\Program Files\Microsoft SQL Server\90\Samples\Reporting Services\Report Samples\AdventureWorks Sample Reports

7.  Select the AdventureWorks Sample Reports.sln file within the sample reports folder, as depicted (circled) in Illustration 3.


Illustration 3: The Open Project Dialog, with Our Selection Circled ...

8.  Click Open.

The AdventureWorks Sample Reports solution opens, and we see the various objects within appear in Solution Explorer, as shown in Illustration 4.


Illustration 4: The Solution Opens within BI Development Studio ...

Let’s first ensure we have a working shared data source. Many of us will be running "side-by-side" installations of MSSQL Server 2000 and MSSQL Server 2005. This means that our installation of the latter will need to be referenced as a server / instance combination, versus a server name alone.

9.  Double-click AdventureWorksAS.rds, within the Shared Data Sources folder seen in Solution Explorer.

The Shared Data Source dialog opens, and appears with default settings as depicted in Illustration 5.


Illustration 5: The Shared Data Source Dialog with Default Settings ...

10.  Click the Edit button on the Shared Data Source dialog.

The Connection Properties dialog opens, and appears with default settings shown in Illustration 6.


Illustration 6: The Connection Properties Dialog with Default Settings ...

We note that the default Server name is "local." While this might prove an adequate setting for a PC with only MSSQL Server 2005 installed (default instance), in the case of many of our installations, the requirement here is for the server / instance combination that correctly identifies the correct MSSQL Server 2005 instance. (Clicking the Test Connection button at this point will provide confirmation whether we need to make this change).

11.  If appropriate, type the correct server / instance name into the Server name box of the Connection Properties dialog. (Mine is MOTHER1\MSSQL2K5, as depicted in Illustration 7.)


Illustration 7: Example Connection Properties Dialog with Corrected Settings ...

12.  Ensure that authentication settings are correct for the local environment.

13.  Click the Test Connection button.

A message box appears, indicating that the Test connection succeeded, assuming that our changes (or lack of same, as appropriate) are appropriate. The message box appears as shown in Illustration 8.


Illustration 8: Testing Positive for Connectivity ...

14.  Click OK to dismiss the message box.

15.  Click OK to accept changes, as appropriate, and to dismiss the Connection Properties dialog.

The Shared Data Source dialog appears, with our modified settings, similar to that depicted in Illustration 9.


Illustration 9: Example Shared Data Source Dialog with Modified Settings ...

16.  Click OK to close the Shared Data Source dialog, and to return to the development environment.

We are now ready to create the reports we have mentioned, and to proceed with the practice exercise.








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