Support Parameterization from Analysis Services - Parameter Defaults - Page 5

April 29, 2008

Reference Analysis Services Support within Report Parameters

We will return to each of the three date-related Report Parameters at this juncture, where we will reference the supporting dataset we created in the previous subsection, within the respective Dataset and Value fields. This will align the dataset, which is itself aligned with our newly created support objects in Analysis Services, with the Report Parameters themselves. The ultimate objective, to provide intuitive, useful parameter defaults (“last activity periods for the Product Categories selected” within the Analysis Services data source, per our client colleagues) will be accomplished at the completion of this step.

1.  From the main menu, select Report ->Report Parameters, as shown in Illustration 31.


Illustration 31: Select Report ->Report Parameters

The Report Parameters dialog opens.

2.  Within the Parameters list box, on the left side of the dialog, click DateCalendarYear.

The Properties, Available values, and Default values settings for the selected Report Parameter appear.

3.  Within the Properties section on the right side of the dialog, within the Default values section, underneath the Available values section, ensure that the From query radio button is selected (click it to fill in the button).

4.  Select AS_DateParamsDefault_Support in the Dataset selector, as depicted in Illustration 32.


Illustration 32: Select AS_DateParamsDefault_Support as the Dataset ...

5.  Underneath the Dataset selector, select the following in the Value field selector:

Year_Param_Default_Value

The Default values settings for the DateCalendarYear Report Parameter appear, with our modifications, as shown in Illustration 33.


Illustration 33: DateCalendarYear Report Parameter Settings, with Modifications

6.  Within the Parameters list box, as before, click DateCalendarQuarterofYear.

The Properties, Available values, and Default values settings for the selected Report Parameter appear.

7.  Within the Properties section on the right side of the dialog, within the Default values section, underneath the Available values section, ensure that the From query radio button is selected, as we did for the previous Report Parameter.

8.  Select AS_DateParamsDefault_Support in the Dataset selector, as we did earlier.

9.  Underneath the Dataset selector, select the following in the Value field selector:

Qtr_Param_Default_Value

The Default values settings for the DateCalendarQuarterofYear Report Parameter appear, with our modifications, as depicted in Illustration 34.


Illustration 34: DateCalendarQuarterofYear Report Parameter Settings, with Modifications

10.  Within the Parameters list box, as before, click DateMonthofYear.

The Properties, Available values, and Default values settings for the selected Report Parameter appear.

11.  Within the Properties section on the right side of the dialog, within the Default values section, underneath the Available values section, ensure that the From query radio button is selected, once more.

12.  Select AS_DateParamsDefault_Support in the Dataset selector, as we did in the last Report Parameter.

13.  Underneath the Dataset selector, select the following in the Value field selector:

Month_Param_Default_Value

The Default values settings for the DateMonthofYear Report Parameter appear, with our modifications, as shown in Illustration 35.


Illustration 35: DateMonthofYear Report Parameter Settings, with Modifications

14.  Click OK to accept all our Report Parameter modifications, and to dismiss the Report Parameters dialog.

Having created the parameter default support structures within Analysis Services, we added a supporting dataset, based upon those structures, within our sample report. We then referenced the new dataset to the respective Report Parameters. We are now ready to verify the effectiveness of our solution, specifically that the date-related Report Parameters – whose Available and Default values are now wholly supported by objects within the Analysis Services layer of our integrated BI solution – perform as expected at runtime.

Verification: Preview the Report and Inspect the Effectiveness of Our Solution

Let’s preview the report to inspect the results of our handiwork.

1.  Click the Preview tab.

DBJ_OLAP_Report.rdl initializes, and the first prompt (based upon the pre-existing ProductCategory parameter), becomes enabled.

2.  Click the downward pointing arrow on the right side of the Product Category selector.

3.  Select All Products, while deselecting both Bikes and Components (the parameter defaults) within the Product Category parameter selector, as depicted in Illustration 36.


Illustration 36: Select All Products in the Product Category Parameter ...

4.  Click outside the Product Category selector (somewhere in the grey area containing the parameter selectors – but not upon any of the parameter selections themselves).

We notice at this stage that the date –related parameters contain defaults. These defaults represent, indeed, the last Year, Quarter and Month within the cube containing Internet Sales Amounts for any of the Product Categories sold by the Adventure Works organization. (This can be verified via alternate means, such as the Cube Browser within Analysis Services, among others.) These intelligent defaults give our consumers a better runtime experience – especially if this is a report that is executed normally at the end of each month, and so forth. In any event, the defaults meet the stated requirements of our client colleagues.

5.  Click the View Report button.

The report executes quickly and returns the data for the selections we have made within our parameter picklists, in a manner similar to that shown in Illustration 37.


Illustration 37: The Report Parameters Operate as Expected ...

Our verification process has demonstrated the effective support of Report Parameter defaults through the use of objects within the Analysis Services layer of our BI solution.

6.  Experiment further with the report, if desired.

7.  When finished with the report, click the Layout tab.

8.  Select File -> Save DBJ_OLAP_Report.rdl As ... to save our work, up to this point, to a location where it can be easily accessed for later reference, if that is useful..

9.  Select File -> Exit to leave the design environment, when ready.

Conclusion ...

In this article, we continued the extended examination of Parameters in Reporting Services that we began in Mastering OLAP Reports: Parameters for Analysis Services Reporting, Pt. I, and Mastering OLAP Reports: Parameters for Analysis Services Reporting, Pt. II, and which we continued in Reporting Services: Customize Automatically Created Parameter Support Objects and Parameter Support Objects, Pt II: Support OLAP Parameter Defaults with Datasets, as well as in our most recent article prior to this one, Support Parameterization from Analysis Services – Cascading Picklists.

Working with the basic OLAP report we prepared in Support Parameterization from Analysis Services, we once more began within the scenario we established within Parameter Support Objects, Pt II: Support OLAP Parameter Defaults with Datasets, with an objective of meeting the need of the hypothetical client to support parameter defaults within the report. This time, however, we exposed the steps involved in offering a simple means of supporting our solution from within the Analysis Services layer of the integrated Microsoft BI solution.

In examining the requested addition of parameter defaults within a sample OLAP report, we began with a review of the concept of parameterization in general, and briefly overviewed options for supporting report parameterization among the three primary layers of the integrated Microsoft business intelligence solution. We then examined and took up the next requested refinement to our parameters that we were, once again, to support via objects that we created within Analysis Services. Specifically, we were asked to meet a business requirement to generate parameter selection defaults at runtime within the same OLAP report for which we have established cascading parameters supported within the Analysis Services layer.

In pursuing our objective of supporting parameter defaults via objects in the Analysis Services layer, we prepared for our practice session by reopening the sample Report Server project, AdventureWorks Sample Reports, and accessing the existing sample report we prepared in Support Parameterization from Analysis Services, with which we have been working through our most recent article prior to this one, Support Parameterization from Analysis Services – Cascading Picklists. We next generally discussed the utility of establishing default parameters within a report to make it more user-friendly and effective.

We then discussed and implemented an approach, from within Analysis Services, to meet the need of our hypothetical client to present simple parameter picklist defaults that represent the last period of data entry in our cube. We then added a single dataset into our report to incorporate parameter default support for all our date-related parameters. Moreover, we overviewed, at appropriate junctures, how the various components of the default support solution we proposed are tied together, as a part of a hands-on practice session where we create and align the necessary components to support our parameter defaults. Finally, we previewed the report to observe the effectiveness of our solution in runtime action.

» See All Articles by Columnist William E. Pearson, III

Discuss this article in the MSSQL Server 2000 Reporting Services Forum.

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